10% Dividend, Growing, Moat and Huge Safety - Norilsk Nickel
Channel: Value Investing with Sven Carlin, Ph.D.
Date: 30/07/2017

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Norilsk Nickel is the 2nd largest nickel miner, 1st palladium and 12th copper. Its nickel mining costs are negative while its ore body is high grade and enough for the next 55 years of mining. With expected higher nickel prices, copper supply gap, palladium supply gap Norilsk Nickel presents a high return investment while the low cost make it a margin of safety investment and low risk. The 10% dividend is expected to grow for 27% in 2017. The only issue is that it is a Russian company and many are wary of investing in Russia.