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Peter Epstein
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In 2011 Peter Epstein, CFA, left a $3 billion hedge fund where he was a senior natural resources analyst to help increase awareness of a number of natural resource companies in which he's invested in. PLEASE FOLLOW ME ON TWITTER: @peterepstein2 Mr. Epstein formed MockingJay, Inc., a... More
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  • Exclusive InvestorIntel Interview Of MD At Alkane Resources, Check It Out.

    The following interview of Managing Director Ian Chalmers of Alkane Resources (ASX:ALK | OTCQX: ANLKY) was conducted by phone and email on August 29th-Sept 1st, (EST) Alkane is a gold producer that has a very significant and advanced, world-class Rare Earth Elements "REEs" project that includes zirconium and niobium. The company has two strategic partnerships and is negotiating a host of corporate initiatives.

    Can you describe Alkane's DZP project? How significant a project is it in the world?

    Located 400km northwest of Sydney within a region that has substantial infrastructure - roads, rail, power, gas, people, being a large agricultural and mining area. The Dubbo Zirconia Project, "DZP" is a strategic and alternate source of heavy and light rare earths, plus zirconium and niobium products. The DZP can provide a long term supply of zirconium chemicals independent of the zircon supply chain, and critical rare earths not reliant on China. We have a very large polymetallic resource of the metals zirconium (hafnium), niobium (tantalum), yttrium and rare earths. Important, is the strategic metal mix - 25% of the rare earth portion of company-wide output is in the, "heavy" group.

    Please speak a bit more about each of Alkane's most important products

    Our flow sheet produces zirconium, niobium and light and heavy REE concentrates. DZP's tonnage is two-thirds zirconium which accounts for 31% of revenues. A light REE concentrate is projected to account for 20% of production and 24% of revenues, (of which 90% or 21.6%) comes from neodymium and praseodymium. Next, niobium accounts for 8% of production and 16% of revenues. Finally, heavy REE's account for 5% by volume and 30% of revenues, (of which 28.5%) are expected to come from yttrium, dysprosium and terbium.

    - See more at: investorintel.com/rare-earth-intel/epste...

    Disclosure: The author is long ALKEF.

    Sep 04 9:12 AM | Link | Comment!
  • Groundstar Resources, High Risk High Return Stock With Near-Term Catalysts

    Groundstar Resources Offers Compelling Risk/Reward in Next 6 Months
    Posted on August 29, 2014 by Peter Epstein

    Lower-Risk Heavy Oil Production, Pristine Balance Sheet & Growing Cash Flow to Fuel Bigger Opportunities

    GroundstarGroundstar Resources (TSXV: GSA) is a heavy oil developer & light oil explorer in Saskatchewan and Alberta, Canada. Groundstar is cash flow positive today, has zero debt drawn on a C$10 million credit facility and is sitting on C$1.9 million of cash. The company has 2 foreign assets that could be advanced or monetized, (one of which is a free carried interest with blue-sky potential) and millions of dollars in tax pools. It has a tight capital structure with 27 million shares outstanding trading at C$0.155, for a market cap of C$4.2 million and an Enterprise Value, "EV" (Market cap + Debt - Cash) of about C$2.3 million. Groundstar has a 42.5% working interest in 2 successful heavy oil wells at Neilburg with a third well being drilled this week and another several weeks after that.

    - See more at: investorintel.com/oil-gas-intel/groundst...

    Disclosure: The author is long GRDSD.

    Tags: GRDSD, ARWJF, TSCAF
    Sep 01 5:06 PM | Link | Comment!
  • Anfield Resources Game-Changing Uranium Acquisition

    Anfield Resources [NRT.V] [BNCIF] had been quietly accumulating uranium assets over the past year, prudently buying in a seller's market. However, the news that it's acquiring Uranium One's conventional uranium resources and the licensed and permitted Shootaring conventional uranium mill is a game-changer for the company. This transaction elevates Anfield into the same league as well known U.S. In-Situ Recovery, "ISR" uranium players Uranium Energy Corp (NYSEMKT:UEC), Uranerz (NYSEMKT:URZ) and Ur-Energy (NYSEARCA:URE). -

    See more at: investorintel.com/nuclear-energy-intel/a...

    Disclosure: The author is long ANLDF.

    Aug 18 9:40 AM | Link | Comment!
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