Friday, April 29, 2016

Norislk vs. Metal Prices

Norilsk is a relatively large stock position for me. Here's a graph of it versus the prices of the metals it mines. The metals average is 50% nickel, 25% copper and 25% palladium. This isn't exact, and platinum should figure into the mix, but it's close. It shows how the stock is a proxy for metals prices. That is fine with me.

No comments:

Post a Comment

Comments are welcome, although I can't promise to answer every question.