Play this at 1.25 speed and listen attentively. They make a compelling case for Pt which-- unlike other undervalued commodities, like wheat or a fortiori uranium -- you can store easily yourself and have no counter party risk. It's likely a 4 to 6 bagger from here and there's nothing to stop it from going much higher. You don't need to find a pure play miner -- there are loads of undervalued gold and silver miners -- just buy physical Pt as a great investment, inflation hedge, and as a store of wealth outside the financial system.
@@ResourceTalks I think it certainly could -- look at Rhodium -- but its value to investors is primarily as a store of wealth and inflation hedge with a considerable upside. I have gold and silver stocks that I think will be fifty baggers or better but if my broker goes belly up...
I swapped 80% of my silver coins to platinum coins at a 33/1 ratio a few years ago...Just waiting for platinum to get going and achieve parity with gold. I would not touch any platinum producer personally as South Africa is simply a terrible place to invest. Been there looking at some deals and felt in danger all the time. Country is a mess.
Working in agriculture supplies around 2014-15, had a bloke from work sent over there on the company dollar, he thought the world was his oyster on the way over then returned changed. Like seeing someone with blunt force trauma acquired from culture shock after having spent a couple weeks between different work sites there.
@@ResourceTalks there are no pure play options other than South Africa. Stay away from these completely. Norilsk Nickel in Russia is a big producer, but its banned from trading except if you live in Russia. Stick with PPLT or even better buy physical coins.
Great content! I love how you have an article quoting the World Platinum Investment Counsel saying there is a supply surplus this year but the guest disputes that with data from the WPIC:-)
@@briancallahan5673 With platinum sitting at half of gold's price and mining supply continuing to dwindle, you might get a 3:1 platinum/gold ratio down the line. And hydrogen fuel cell technology along with a platinum/palladium swap in catalytic converters will only add fuel to the platinum fire.
@@ResourceTalks thanks for asking. I went back to the video to see if I could find exactly what I was referring to, but it’s a very long video, so I’ll just tell you my general reluctance to putting lots into platinum. First, it lacks gold’s history as a monetary metal, and I rank gold highly largely because I expect that central banks will revalue it much higher. This theory has been strengthened lately as the BRICS nations continually create bilateral monetary agreements, weakening the dollar, which currently is 60% of the worlds currency and when nations require fewer dollars to hold in reserve, they will come home. There are lots of reasons I favor gold. The big question about platinum’s future value is how it will do against palladium. Since almost half of mined platinum goes to auto manufacturers, it’s value hinges on how much it will be demanded compared to palladium. And since palladium is largely a Russian commodity, it’s future availability hinges largely on political outcomes involving war and political divisions. This certainly might mean palladium becomes less available and platinum is used much more, but if relations/trade normalizes with Russia it might cause platinum to flop. Please tell me if I’m missing something, I’m interested!
@Al Marcel yep, it’s much newer to the tradition of valuing it as a store of wealth. That’s why I trust it less. I absolutely agree that it has fantastic potential, I just don’t have any anticipation of central banks uniting to revalue ie much higher, but I actually think the chances are very great of this happening to gold. My biggest fear is that it’s made illegal for individuals to hold it, where I don’t think that’s a fear with platinum, and sure, platinum very well may spike and it will be great to hold it or just to own a sprott account full of it.
@@warpathy6511 I always notice it but it’s more interesting than tempting. It’s so unpredictable. Like I said before, there are certainly possibilities in platinum, but it’s way more speculation and frankly luck based. But yep, it’s looking like a flip might happen if platinum can win the next decisions N as to which metal is used for converters in gasoline motors.
@@ResourceTalks Whatever he considers his strengths to be. Happy to learn about all resources. Just ensure Marks not talking about big tech, re: his gun to head stocks😉
I just hope platinum investing will not become like silver investing. A lot of promise, very little gain for long periods of time. Many silver stackers are old or dead, and will unlikely taste the fruit of their investment. Is platinum the new silver? Time will yell.
Hydrogen fuel does use natural gas. He left that out. 50 years left of oil & gas anyway. This is the Catalyst for new fuel technology coming on the market.
@@ResourceTalks the FT did a great article on Hydrogen, but there was no mention of a platinum been a used in Hydrogen production. You can’t use Hydrogen fuel in Cars because the Fuel destroys the engines over a short space of time. This is why Toyota gave up on the idea and moved to development of Solid State batteries 🔋 Tesla and other manufacturers use 7.5 to 25 ounces of Silver in the battery packs of Lithium ion technology EV Vehicles. However I went and asked the AI and itS said Platinum is used in Hydrogen production in a process of Steam Reforming (along with gas) due to is inert nature to break down molecules. 10 to 30 grams of platinum are used to produce 1 tonne of Hydrogen fuel. The FT article said that lorries and trains 🚂 could use Hydrogen fuel due to fixed routes for refilling stations.
Fairly underwhelming content. Not a very strong case being made here. The platinum to gold ratio has been falling for over a decade. Platinum has done well the last few months. The talk around hydrogen was strange. "Green" hydrogen implies green energy to make it. No discussion on where that might come from. Japan's nexgen HTTP nuclear plants might be the solution. Also I didn't hear how platinum was going to outperform uranium, gold and silver.
For disclosure purposes: I'm heavy in silver and uranium. I would like to get into bigger cash position pretty soon. I would also like to buy oil and gold if I get a little bit more of a dip. I'm not negative on platinum and would like to pick up a little at some point.
I don't think the case for platinum is as flashy as uranium. There's also big "ifs" in the story as well. It's also hard to see if the stocks are undervalued, too, because there aren't really any platinum stocks.
Play this at 1.25 speed and listen attentively. They make a compelling case for Pt which-- unlike other undervalued commodities, like wheat or a fortiori uranium -- you can store easily yourself and have no counter party risk. It's likely a 4 to 6 bagger from here and there's nothing to stop it from going much higher. You don't need to find a pure play miner -- there are loads of undervalued gold and silver miners -- just buy physical Pt as a great investment, inflation hedge, and as a store of wealth outside the financial system.
Do you think psysical platinum would outperform the gold & silver stocks if the price of the metal goes up?
@@ResourceTalks I think it certainly could -- look at Rhodium -- but its value to investors is primarily as a store of wealth and inflation hedge with a considerable upside. I have gold and silver stocks that I think will be fifty baggers or better but if my broker goes belly up...
What!? I play this at 1.75 speed 😂😂😂
I swapped 80% of my silver coins to platinum coins at a 33/1 ratio a few years ago...Just waiting for platinum to get going and achieve parity with gold. I would not touch any platinum producer personally as South Africa is simply a terrible place to invest. Been there looking at some deals and felt in danger all the time. Country is a mess.
Working in agriculture supplies around 2014-15, had a bloke from work sent over there on the company dollar, he thought the world was his oyster on the way over then returned changed. Like seeing someone with blunt force trauma acquired from culture shock after having spent a couple weeks between different work sites there.
Any other options for platinum stocks? I couldn't find any pure plays.
@@ResourceTalks there are no pure play options other than South Africa. Stay away from these completely. Norilsk Nickel in Russia is a big producer, but its banned from trading except if you live in Russia. Stick with PPLT or even better buy physical coins.
Yip,Good friend os mine is from SA, The place is eating itself alive
Id be physical platnium only to
Great content! I love how you have an article quoting the World Platinum Investment Counsel saying there is a supply surplus this year but the guest disputes that with data from the WPIC:-)
I caught that, too. Who do we trust?
Platinum bull here, love the content and I believe as well that one day we will see a 5$-7$k per oz platinum in 5-10 yrs.
How are you exposed to the potential upside?
@@ResourceTalks physical!!!
@@outofthebox5441 I’m holding for a 2-1 with gold and swap for gold…
@@briancallahan5673 With platinum sitting at half of gold's price and mining supply continuing to dwindle, you might get a 3:1 platinum/gold ratio down the line. And hydrogen fuel cell technology along with a platinum/palladium swap in catalytic converters will only add fuel to the platinum fire.
@@outofthebox5441 What physical coins do you buy? Eagles, Maples, Tudor beasts?
Great discussion gents. Learned a lot. Thanks. 🎉🎉
Thank you for being here!
RIP Dr David Davis. Legend.
RIP. He was a smart man.
Thanks guys. Informative discussion.
Thanks for being here, KP! Are you in Platinum? How?
@@ResourceTalks Physical ETF
Love PLT HOPEFULLY I GET MORE OZS.. 😊GOOD VIDEO I FOUND
Thank you for being here!
Good I have a bunch
Physical? I hear it's denser than gold so it's probably easier to keep under a bed.
Sounds possible, but there are lots of ifs. Maybe worth 1% of my portfolio, mostly for fun. Plus I might get a platinum ring from Mene.
What do you think the main risks (ifs) are here?
@@ResourceTalks thanks for asking. I went back to the video to see if I could find exactly what I was referring to, but it’s a very long video, so I’ll just tell you my general reluctance to putting lots into platinum. First, it lacks gold’s history as a monetary metal, and I rank gold highly largely because I expect that central banks will revalue it much higher. This theory has been strengthened lately as the BRICS nations continually create bilateral monetary agreements, weakening the dollar, which currently is 60% of the worlds currency and when nations require fewer dollars to hold in reserve, they will come home. There are lots of reasons I favor gold. The big question about platinum’s future value is how it will do against palladium. Since almost half of mined platinum goes to auto manufacturers, it’s value hinges on how much it will be demanded compared to palladium. And since palladium is largely a Russian commodity, it’s future availability hinges largely on political outcomes involving war and political divisions. This certainly might mean palladium becomes less available and platinum is used much more, but if relations/trade normalizes with Russia it might cause platinum to flop. Please tell me if I’m missing something, I’m interested!
@Al Marcel yep, it’s much newer to the tradition of valuing it as a store of wealth. That’s why I trust it less. I absolutely agree that it has fantastic potential, I just don’t have any anticipation of central banks uniting to revalue ie much higher, but I actually think the chances are very great of this happening to gold. My biggest fear is that it’s made illegal for individuals to hold it, where I don’t think that’s a fear with platinum, and sure, platinum very well may spike and it will be great to hold it or just to own a sprott account full of it.
@@trailguy are you watching the platinum/palladium ratio?
@@warpathy6511 I always notice it but it’s more interesting than tempting. It’s so unpredictable. Like I said before, there are certainly possibilities in platinum, but it’s way more speculation and frankly luck based. But yep, it’s looking like a flip might happen if platinum can win the next decisions
N as to which metal is used for converters in gasoline motors.
Nice job Mark, hope you get to host a few more discussions. Krm ASX is my PGE play worth looking at.
Thanks; I wasn’t aware they’d changed focus; I like it. Others of possible interest on ASX is FME, on TSXV AIR, PDM, PGE, NAM, VO.
He probably will. What would you like his niche to be, Simon?
@@ResourceTalks Whatever he considers his strengths to be. Happy to learn about all resources. Just ensure Marks not talking about big tech, re: his gun to head stocks😉
Haha. You remember. Good.
Great info,a little confuced tho; where is Antonio?🤷🏻♂️
Who's Antonio?
@@ResourceTalks 🤣
Jk, I'm testing out if I can put out more content if someone else hosts interviews as well.
@@ResourceTalks nice ❤️🙌
When did they say it would outperform ura?
Right around 42:00 (or somewhat thereafter). There are timestamps on the screen as well.
Great info.
Thank you for being here, Sam. What'd you get out of this?
@@ResourceTalks demand supply picture much clearer.
Good show. Cheers.
Thank you, sir.
I just hope platinum investing will not become like silver investing. A lot of promise, very little gain for long periods of time. Many silver stackers are old or dead, and will unlikely taste the fruit of their investment. Is platinum the new silver? Time will yell.
Time will tell, as you said.
LIKE & SHARE.
Why?
Hii neil you are here to lol
@@ResourceTalks Neil is total in platinum 🥳
Hydrogen fuel does use natural gas. He left that out.
50 years left of oil & gas anyway.
This is the Catalyst for new fuel technology coming on the market.
So, no catalyst for platinum?
@@ResourceTalks the FT did a great article on Hydrogen, but there was no mention of a platinum been a used in Hydrogen production.
You can’t use Hydrogen fuel in Cars because the Fuel destroys the engines over a short space of time.
This is why Toyota gave up on the idea and moved to development of Solid State batteries 🔋
Tesla and other manufacturers use 7.5 to 25 ounces of Silver in the battery packs of Lithium ion technology EV Vehicles.
However I went and asked the AI and itS said Platinum is used in Hydrogen production in a process of Steam Reforming (along with gas) due to is inert nature to break down molecules.
10 to 30 grams of platinum are used to produce 1 tonne of Hydrogen fuel.
The FT article said that lorries and trains 🚂 could use Hydrogen fuel due to fixed routes for refilling stations.
Fairly underwhelming content. Not a very strong case being made here. The platinum to gold ratio has been falling for over a decade. Platinum has done well the last few months. The talk around hydrogen was strange. "Green" hydrogen implies green energy to make it. No discussion on where that might come from. Japan's nexgen HTTP nuclear plants might be the solution. Also I didn't hear how platinum was going to outperform uranium, gold and silver.
For disclosure purposes: I'm heavy in silver and uranium. I would like to get into bigger cash position pretty soon. I would also like to buy oil and gold if I get a little bit more of a dip. I'm not negative on platinum and would like to pick up a little at some point.
I don't think the case for platinum is as flashy as uranium. There's also big "ifs" in the story as well. It's also hard to see if the stocks are undervalued, too, because there aren't really any platinum stocks.
Are you watching the platinum/palladium ratio?
they for get that kids over seas are ming the material for the electric car, and do not forget the harm to the environment
That's a broad generalisation, that might be true here and there but it definitely isn't the rule.
Green hydrogen
What about it?
Dump the hybrid , plug-in hybrid and hydrogen and ice vehicle go straight to battery why waste our time
Because EVs are a waste of time & money.
11:53: wrong. There won't be shortages of Lithium. Bottlenecks rdgarding refining, maybe, but no resource shortages.
Why not?