“You will need a telescope to see how high the price of platinum will go.”

‐Robert Friedland, on what will happen to platinum once Asia begins pollution controls and upgrades it’s infrastructure


our neighbors...regional play!!

http://www.duncastlegoldcorp.com/uploads/presentations/dun_yukon_factsheet_aug_2014.pdf

I was happy to speak recently at the Vancouver Natural Resources Conference in beautiful British Columbia. I also had the pleasure of listening to a variety of presentations by some of the most influential names in the investment world, and met a few new faces along the way.

Here is what I took away from this year’s visit to Vancouver:

1) London’s dirty little secret. My good friend Robert Friedland, executive chairman and founder of Ivanhoe Mines, painted a startling picture of an increasingly polluted London, England, during his speech.

Did you know the city’s air pollution is now worse than Beijing’s? Not only that, Paris hit life-threatening pollution levels this year and the World Health Organization even stated that pollution is the world’s single-biggest environmental health risk. Hard to believe, isn’t it?

Friedland says the answer to healthier air is the “new gold,” or platinumgroup metals (PGMs).

By using PGMs in catalytic convertors, harmful diesel emissions can be better controlled and less carbon monoxide is produced.

As urbanization continues, investors should remain aware of inevitable pollution in larger cities, and in turn, that the use of PGMs will help minimize these effects. Demand should rise as supply lowers, pushing the metals’ prices higher.