Materials Analyst/Strategist, Janus Analysis

Gaius King

Over two decades experience in resources; including mining operations, corporate finance and as a resource analyst. Followed numerous market sectors, conducting fundamental demand and supply analysis, detailed financial modelling incorporating real-world business complexity. Encompassing cashflow and DCF valuations, growth and supply factors, with sensitivities.

The ability to marry big picture ideas with in-depth analysis resulted in between 2004 and 2014, an after-tax (including all taxes/losses) of >50% CAGR over that period.

Materials Analyst/Strategist

It Got Quiet around Platinum and Palladium

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Janus Analysis

Commodities

<ul>
<li>Investment community is too bearish on Pd, a strategic metal, it has strong growth dynamics looking forward. Future supplies will be physically constrained, whether from Russia and/or South Africa.</li>
<li>Palladium (Pd) demand to grow 26% over the next decade. Production dominated by Russia and South Africa. Russian production sustainability under question</li>
<li>Virtually all global Pd production is via by-product. Significant price rises required to incentivise additional supply  </li>
</ul>


Investment community is too bearish on Pd, a strategic metal, it has strong growth dynamics looking forward. Future supplies will be physically constrained, whether from Russia and/or South Africa.
Palladium (Pd) demand to grow 26% over the next decade. Production dominated by Russia and South Africa. Russian production sustainability under question
Virtually all global Pd production is via by-product. Significant price rises required to incentivise additional supply  


Palladium Price to Double Within a Decade