Stewart Bailey from Mineweb.com, it was fascinating talking
to Mark Kalil about gold shares, platinum shares, the different
dynamics at play.
STEWART BAILEY: Indeed it was. And I think there are two very
distinct investing methodologies behind those two markets and, as you
said, gold obviously showing a much stronger gearing to moves in the
physical bullion price than platinum, which is a very thin, illiquid
market and most of the platinum is traded between the platinum
producers themselves and automotive companies. You know they set
those contracts in the long term.
...
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