i dont think so, pdl has gold operation too (tho very small and insignificant) so they are not a pure play either;
there actually had been some takeover chatter recently around stillwater but it amounted to little.... pdl shares had perked up lately but considering how far they have fallen, that isent saying much;
2012 will be a year where catalytic converter use will rebound bigtime so sooner or later the supply issue will send pallaldium back to the 700-800 level which is where pdl needs it to be, shares will be higher then;
glta;