Douglas Ehrman
Long/short equity, hedge fund manager, tech, gold & precious metals

Texas Rare Earth Resources Has At Least 25% Upside

The rare earth resource space has seen periods of brilliance and periods of hardship, but the one constant is the reality that these materials are critical to several industries, and thus, not going to fade away any time in the foreseeable future. One of the most overlooked opportunities in the space comes from Texas Rare Earth Resources (TRER), largely because the company's primary asset - its Round Top Mountain project - has be viewed purely in terms of grade, and because most CapEx projections, including the one in the 2012 PEA, have focused on using froth floatation methods for resource recovery. Recently, it has become clear that heap leaching is both viable and preferable, and that grade concerns are...

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