North American Palladium

PDL-T

TSE:PDL

19.71
0.01 (0.05%)
North American Palladium Ltd., founded in 1968 as Madeleine Mines Ltd., is a mining company with headquarters located at Toronto, Ontario, Canada.
More at Wikipedia

Analysis and Opinions about PDL-T

Signal
Opinion
Expert
BUY
BUY
October 23, 2019
Loves it. Platinum is going through the roof. He was selling to take profits earlier. This ride has a long way to go. Pity he doesn't own it anymore.
Loves it. Platinum is going through the roof. He was selling to take profits earlier. This ride has a long way to go. Pity he doesn't own it anymore.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$0.000
Owned
No
BUY
BUY
September 30, 2019
Palladium has gone up in price. It is used in catalytic converters. The demand has goes up with the movement away from diesel engines. He thinks the stock will continue to do well. He thinks there is still lots of good opportunity.
Palladium has gone up in price. It is used in catalytic converters. The demand has goes up with the movement away from diesel engines. He thinks the stock will continue to do well. He thinks there is still lots of good opportunity.
Robert McWhirter
President, Selective Asset Management
Price
$17.750
Owned
Yes
BUY
BUY
September 18, 2019
The company has come up against technical resistance at 1.5 times book value. The upside potential is 124%, his model says. The book value is $11 and acts as the floor for the share price. It paid a special one-time dividend recently. A very strong balance sheet. You would not get massacred buying it here.
The company has come up against technical resistance at 1.5 times book value. The upside potential is 124%, his model says. The book value is $11 and acts as the floor for the share price. It paid a special one-time dividend recently. A very strong balance sheet. You would not get massacred buying it here.
Ross Healy
Chairman, Strategic Analysis Corp
Price
$16.330
Owned
Unknown
DON'T BUY
DON'T BUY
September 13, 2019
Undervalued? In mining this one has been doing well. However, it has a short mine life, only about 8 years, so he sees it as a one asset company. He would stay away.
Undervalued? In mining this one has been doing well. However, it has a short mine life, only about 8 years, so he sees it as a one asset company. He would stay away.
Bill Harris, CFA
Portfolio Manager, Avenue Investment Management
Price
$16.160
Owned
No
WATCH
WATCH
August 29, 2019
We had a good rally in the gold area this year already. Palladium used to be part of that complex. Stocks had a good lift. You should trade commodities and don't fall in love with them. Don't think these are long term investments.
We had a good rally in the gold area this year already. Palladium used to be part of that complex. Stocks had a good lift. You should trade commodities and don't fall in love with them. Don't think these are long term investments.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$14.400
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
August 6, 2019
Had a beautiful run-up this past year and he kept selling it during this period. He still holds it. There are few palladium producers. PDL continues to re-organize its company. Be patient. Palladium has already had its move, though prices may rise a little further.
Had a beautiful run-up this past year and he kept selling it during this period. He still holds it. There are few palladium producers. PDL continues to re-organize its company. Be patient. Palladium has already had its move, though prices may rise a little further.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$15.140
Owned
Yes
BUY
BUY
August 1, 2019
He owns this personally. It ranks #3 on his list of 700 stocks. Commodity prices are trading near new highs. They had a 22% earnings surprise. Things look good. Payout ratio is only 1% -- lots of room to grow the dividend. Yield 2.6%
He owns this personally. It ranks #3 on his list of 700 stocks. Commodity prices are trading near new highs. They had a 22% earnings surprise. Things look good. Payout ratio is only 1% -- lots of room to grow the dividend. Yield 2.6%
Robert McWhirter
President, Selective Asset Management
Price
$14.150
Owned
Yes
TOP PICK
TOP PICK
July 17, 2019
Brookfield has been very interested in this palladium mining operation in Northern Ontario. It has become a good cash flow generator. It trades at half the value of a typical precious metal mining operation, has no debt, and is expanding it production by 30% by 2021. Margins are 40% and will likely rise to 60%. Free cash flow will grow to its current market cap, he expects. Yield 2.76% (Analysts’ price target is $18.00)
Brookfield has been very interested in this palladium mining operation in Northern Ontario. It has become a good cash flow generator. It trades at half the value of a typical precious metal mining operation, has no debt, and is expanding it production by 30% by 2021. Margins are 40% and will likely rise to 60%. Free cash flow will grow to its current market cap, he expects. Yield 2.76% (Analysts’ price target is $18.00)
Dennis da Silva
Managing Director & Sr Portfolio Manager, Middlefield Capital Ltd.
Price
$15.080
Owned
Yes
DON'T BUY
DON'T BUY
May 6, 2019
Not for the faint of heart, sharply down from $25 and now $12. PDL has strong seasonality, so don't look at this until August. Feel it out from now till then. No rush to buy it now.
Not for the faint of heart, sharply down from $25 and now $12. PDL has strong seasonality, so don't look at this until August. Feel it out from now till then. No rush to buy it now.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$12.010
Owned
Unknown
DON'T BUY
DON'T BUY
May 2, 2019
It does not meet his criteria. It has come down dramatically. They are owned 90% by Brookfield who has announced they will be divesting themselves of it. He would prefer PALL-N.
It does not meet his criteria. It has come down dramatically. They are owned 90% by Brookfield who has announced they will be divesting themselves of it. He would prefer PALL-N.
Jason Del Vicario
Portfolio Manager, HollisWealth
Price
$12.270
Owned
No
BUY
BUY
April 16, 2019
Likes it and is a major holding of his. Palladium prices got a hell of a spike due to demand from China, and there's limited supply from North America. He will average down over time.
Likes it and is a major holding of his. Palladium prices got a hell of a spike due to demand from China, and there's limited supply from North America. He will average down over time.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$12.310
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 15, 2019
(A Top Pick Jun 22/18, Up 57%) The Chinese and Russians have stopped selling us palladium and so now we have a problem. Palladium pricing has gone from $800 last August to $1500 today.
(A Top Pick Jun 22/18, Up 57%) The Chinese and Russians have stopped selling us palladium and so now we have a problem. Palladium pricing has gone from $800 last August to $1500 today.
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$17.510
Owned
Yes
TOP PICK
TOP PICK
March 15, 2019
No analysts' price target provided He still likes it. He has taken some profits. It still has upside. It is the only major palladium producer. Palladium prices are very strong so he expects continued good results with this name. Yield = 0.72%
No analysts' price target provided He still likes it. He has taken some profits. It still has upside. It is the only major palladium producer. Palladium prices are very strong so he expects continued good results with this name. Yield = 0.72%
Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$17.510
Owned
Yes
PARTIAL SELL
PARTIAL SELL
March 11, 2019
You need a plan when you trade a volatile stock like this. Take profits now, about half a position. Don't chase this. It's had such a big run lately.
You need a plan when you trade a volatile stock like this. Take profits now, about half a position. Don't chase this. It's had such a big run lately.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$17.890
Owned
Unknown
DON'T BUY
DON'T BUY
August 12, 2015

This is a hole in the ground, not a mine. They tried to make it a large mine, but it is a small one.

This is a hole in the ground, not a mine. They tried to make it a large mine, but it is a small one.

Rick Rule
Pres. & CEO, Sprott USA
Price
$5.570
Owned
Unknown
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