It is fascinating to me so I am penning an open letter!
I am a very good communicator. I am a past Lazard Freres General Partner so I should have some credibility. Yes, I am long many of the platinum group metals (PGMs) and gold, but the market on its own, will come to me. What I have really been trying to do is share an explosive and powerful story about the extraordinarily rare PGMs, the connection to gold, & how coming demand from investors, industry and governments will overwhelm supply.
Yet, with all my efforts over the past year, along with a few people I know in the media, tho I have been trying to share an important story with many amazing angles, I HAVE HAD NO TAKERS. Barrons, the Wall Street Journal, the New York Times, CNBC, Bloomberg, Reuters & the Financial Times have ignored my efforts to outline a story NOW UNFOLDING BUT STILL NOT YET APPARENT TO THE MARKET!
Yes, its been like pulling teeth, with no result! Three reporters have politely responded but that was the end of it.
While it is frustrating to me because I do enjoy sharing my views and what I (with humility) think are sometimes insightful perspectives, I personally have my positions but would have vicariously enjoyed the success of other investors.
Oh well! I am still working on it and perhaps if you are reading this you still have the opportunity to benefit! Hope so! And the media? You can lead a horse to water but can’t force it to drink!!
Signing off for now,
PS: At this writing platinum futures are $933; palladium futures $1932; rhodium is trading at $6350; iridium at $1475; ruthenium at $255; gold at $1481; and Sibanye Stillwater, SBGL, the best single stock to capture the anticipated significant moves in all of these markets, $9.2.