A Comment -- General Comments From an Expert (A Commentary)

Competition increasing. Fuel costs still high. ROE a long way off.

Good investment. Supply/demand for base metals is good for the next 3 years. Mngmnt change is positive.

Owns most of the market, but highly leveraged. Poor economic conditions.

Quality company. Good management. Recession could affect metals.

Fuel costs may be lowering. Better companies available.

Some improvements done. Should be an increase.

Did well and paid a good dividend.

Palladium is scarce. Could be a winner.

Good company. Fully valued now. Buy at $40. Expanding globally

Very cheap. Attractive for a long term hold.

Did a good job on costs, distribution, etc. and was a favourite, but at their top.

Stock has been oversold. If an economic soft landing happens, then stock could rise

Cheap, but economic conditions could depress. Recession is a problem for this stock.

Originally recommended when it was at $13/14 and is now $17. Look for another increase

Fundamentals for base metals are getting better. Inventories low.