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Seeing with one eye helps me filter out the noise. Those I follow help me see the forest as well as the trees.
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  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » OG/YH/Swash: read the link.
    1 Sep 2009, 12:42 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Damn! On the ball are you! As always. SA's Jack Lifton is our hero in this piece of the apple pie. I suggest reading his stuff. One Eye, I talked about this very micro-sector with my broker last Friday.

     

    REE's have enormous potential.
    1 Sep 2009, 01:37 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » VDNRF(Asarco) is another US play.
    1 Sep 2009, 02:11 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » the VDNRF deal is back in Limbo, the Bankruptcy court judge squelched it.
    1 Sep 2009, 03:52 AM Reply Like
  • John Petersen
    , contributor
    Comments (30232) | Send Message
     
    In the for what it's worth department, Jack really likes Great Western, so I picked up a few thousand shares yesterday.
    1 Sep 2009, 03:55 AM Reply Like
  • jimp
    , contributor
    Comments (686) | Send Message
     
    What about Lynas Corp for a good long term investment? LYSCF
    Jack Lifton also likes Avalon rare metals (AVL,) which has had a great run lately.
    1 Sep 2009, 06:30 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » Avalon is now avaiable as an ADR, AVARF I believe.

     

    Just started trading, yesterday.

     

    Thanks John, You have a symbol?
    1 Sep 2009, 08:59 AM Reply Like
  • Gareth Hatch
    , contributor
    Comments (142) | Send Message
     
    We certainly need to be vigilant on this one, and rare earth mining / processing stocks sound very attractive right now, but check out my notes on this subject here at Seeking Alpha via bit.ly/H4f6e
    1 Sep 2009, 09:24 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » A new Lithium Player? AMLM ran across it while hunting down Avalon ADRs.

     

    The Neodymium isn't just for for Hybrids and Wind Farms, it is also involved in an auto's sound system, power windows, power seats, windshield wipers, etc.

     

    To my knowledge, there aren't any recycling plays in it either. so that what comes out of the ground is what you get.

     

    AXPW just shot up to the front Ranks, unless it too has Neodymium as part of its makeup, John?
    1 Sep 2009, 09:31 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    One Eye: Another site to investigate is:

     

    miningnerds.com

     

    The site's clunky as Herman Munster's shoes, and it's in Canadian dollars, but contains a lot of miners.

     

    Oddly, I also talked with my broker about Great Western Minerals during our ~ 1 hour talk. He knows nothing about the REE group.
    1 Sep 2009, 09:47 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » Been there, I think Fr. might have discovered a Cobalt play there, but she didn't take notes as no one seemed interested.

     

    I'll do a search on SA.
    1 Sep 2009, 10:04 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » Penny Stock, FCACF, Cobalt. Do not have anymore than the Symbol and the Metal. Research went bye,bye.
    1 Sep 2009, 12:45 PM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » ithinkmining.com/2009/.../
    2 Sep 2009, 01:43 AM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    I remember that freya or OG mentioned American Elements as a place to purchase rare earths if you wanted to take possession of the metals.
    2 Sep 2009, 08:14 AM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    It seems that REE's is a relatively small business and should be easy to investigate. However it seems many of the sources of information want you to sign up for a paid subscription or pay for the article.

     

    That would explain why any articles that do not cost are posted liberally all over the internet and a search for information keeps going back to the same damn articles.

     

    I would say that this is a good idea to attack as a group and see what we can find. The investments out there are not many so we just need to sort them out.
    2 Sep 2009, 08:55 AM Reply Like
  • yellowhoard
    , contributor
    Comments (1507) | Send Message
     
    Lynas and Avalon are sexy speculative plays.

     

    The Chinese government is taking the aquisition of rare earth metals very seriously.

     

    I've owned Lynas for several weeks and looking to start a position in Avalon.
    2 Sep 2009, 09:16 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    DG & YH: If you haven't yet, start following SA's REE guru. Jack Lifton. He'll give you the low down, on the upside of rare earth elements. Time to "Get Ready" for this sector (great song!), and the bat sector, too. A123 IPO coming up mid-month. Other than that, I'm out of the market.
    2 Sep 2009, 09:39 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    600111:CH Inner Mongolia Baotou Steel Rare-Earth Hi-Tech Co Ltd
    Industry: Diversified Minerals
    2 Sep 2009, 09:45 AM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Started following Jack the same time I started following you. His articles are some of the ones I was referring to that are all over the net. Many searches lead to him. Not a lot of unique articles out there on this subject.

     

    On Sep 02 09:39 AM Mayascribe wrote:

     

    > DG & YH: If you haven't yet, start following SA's REE guru. Jack
    > Lifton. He'll give you the low down, on the upside of rare earth
    > elements. Time to "Get Ready" for this sector (great song!), and
    > the bat sector, too. A123 IPO coming up mid-month. Other than that,
    > I'm out of the market.
    2 Sep 2009, 09:48 AM Reply Like
  • yellowhoard
    , contributor
    Comments (1507) | Send Message
     
    Maya,

     

    Jack is brilliant. Mark Anthony is interesting too.
    2 Sep 2009, 09:57 AM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Cowboy Mark is definitely a character.
    2 Sep 2009, 10:03 AM Reply Like
  • Swashbuckler
    , contributor
    Comments (715) | Send Message
     
    Maya---I put Lifton on my favorites list yesterday, based on earlier comments you made. I don't know much about this area, but it won't hurt me to be in the background observing.

     

    On Sep 02 09:39 AM Mayascribe wrote:

     

    > DG & YH: If you haven't yet, start following SA's REE guru. Jack
    > Lifton. He'll give you the low down, on the upside of rare earth
    > elements. Time to "Get Ready" for this sector (great song!), and
    > the bat sector, too. A123 IPO coming up mid-month. Other than that,
    > I'm out of the market.
    2 Sep 2009, 10:45 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    A fav of the departed Freya's is rocking today. Nova Gold (NG) up 9.17%. I've been betting on (SLV) and (NAK), today. Miners, across the board, are up.
    2 Sep 2009, 10:54 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    5, 6, 7, 8, 9% up are these 50 some miners I follow. I just cashed out of both above stocks.

     

    ####

     

    (NVAX) recieved two downgrades today. Might be a Friday buy. We'll see. Why would anyone downgrade a H1N1 stock? Yes, NVAX is only in the second stage testing of their H1N1 vaccine. But...well...I'm incredulous. I suspect more market manipulation going on.
    2 Sep 2009, 11:10 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » In terms of NVAX and others in same sector, our Flu season is just beginning. And while not deadly, it is expected to be very contagious. So the Crap is yet to hit the Fan in the US and the Headlines are yet to be seen in local papers.

     

    Downgrades are to be expected on a valuation basis. At a minimum, I expect a 100% rise in NVAX over the next 12 months based on other Analysts coming in on the other side of the Buy/Sell equation. Its nice to have a contingent of them VS no one following your Company.

     

    Let me explain something, lets say you are sitting at your desk making "Cold Calls", The loudspeaker comes on and says "We have an excess amount of XYZ sitting on our books, this is the stock we want you to promote." You do so. At the same time, an analyst from the company comes on to upgrade the same XYZ, which helps you build your Book because the stock you are pushing is going to go up and potential clients have become more recipient when you call them back.

     

    It works just as well in the reverse. Is this Manipulation? Of course it is. But it is also "Business as usual".

     

    Upgrades/Downgrades are part of the Biz.

     

    a link forgotten, GoldAlert.com for intraday spot gold movement

     

    A long time ago, there was an island where the US was supposedly dumping Strategic Metals for future use. Does anyone remember where it was? It wasn't a US property, it was leased. We are talking the 60's, 70's Cold War stockpiles.

     

    I know HL had been after a specific property for years. They got it.

     

    Do not forget EGI, which surrounds the IVN/RTP gold/copper Mongol property.
    2 Sep 2009, 11:52 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Good comment, One. A tip. When you want to put a link up mid-sentence, put in the www. and then your link, as in usbebtclock.org. The www. won't show, but the link will work.
    2 Sep 2009, 12:05 PM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » Thanks Maya, didn't know that, ZNNMF is moving up.

     

    Have new Insta, Greenhouse Gas News, Just the News, no judgements whatsover but it may provide Investible Ideas.
    2 Sep 2009, 12:16 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    I very often look at a downgrade as a positive thing. The analysts are so slow to make a call, if they are saying it is less attractive, it is usually because of valuation or some other reason that doesn't matter to me. For instance, when FCX stopped the dividend last year, and all the analysts downgraded them, that was the time to buy.
    2 Sep 2009, 02:21 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    One eye do you like gold coral? don't answer that it's a rhetorical question.
    2 Sep 2009, 02:22 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Absolutely love that Jack Lifton was just on CNBC.

     

    ####

     

    Problem is, that my cheapo trading platform won't let me buy Avalon, Great Western or Lynas. I want to put a couple K on each stock. Yet my broker charges $107 to buy a stock. Having a ~5% of cost getting-in dilemna.
    2 Sep 2009, 02:48 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Maya-check out schwab, td ameritrade and scott. sometimes those brokers that aren't discount but aren't expensive are a good way to go because they have comprehensive trading platforms.
    2 Sep 2009, 02:54 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    znmff just made an application to the DOE.

     

    On Sep 02 12:16 PM one eye wrote:

     

    > Thanks Maya, didn't know that, ZNNMF is moving up.
    >
    > Have new Insta, Greenhouse Gas News, Just the News, no judgements
    > whatsover but it may provide Investible Ideas.
    2 Sep 2009, 02:55 PM Reply Like
  • Mark Bern, CFA
    , contributor
    Comments (4892) | Send Message
     
    Do you mean Zena Mining (ZNMNF.PK)?
    2 Sep 2009, 03:48 PM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    no I'm sorry. I can't type. It's Zenn motors. Znnmf
    2 Sep 2009, 08:49 PM Reply Like
  • yellowhoard
    , contributor
    Comments (1507) | Send Message
     
    Best keep that on the DL OG.

     

    On Sep 02 02:22 PM optionsgirl wrote:

     

    > One eye do you like gold coral? don't answer that it's a rhetorical
    > question.
    2 Sep 2009, 08:55 PM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » OG: I love Gold Coral, "friends" intoduced it to me years ago, takes years to form, harvesting is limited. If you were to ask me what I would take, a gram of Gold or a gram of Gold Coral, Gold Coral Hands down. MauiDivers.

     

    go.infomine.com/?re=13...;

     

    Indian Demand seems to be picking up.
    3 Sep 2009, 06:49 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » It struck me that while a lot of attention has been given IVN on its Mongolian Copper/Gold potential, very little focus has been given to EGI.

     

    Since REE/Mongolia have been linked. I thought that you should read about Entree's prospects. The Knowns and the Multi-metal unknowns as seen in the following link: bigcharts.marketwatch....={ABFAA20F-2DB2-46FD-8...

     

    I own both, but IVN/RTP both own about 30% of EGI. No one is going to buy EGI without their permission. EGI's prospects seem a far cry greater than either of them.

     

    So this kid is about to dump IVN to pick up a cple of K shares of EGI today.
    3 Sep 2009, 07:50 AM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » OG/YH/Sniper: TC and TRE, TC pure Moly play, TRE? who the hell knows, but it had a really good move with good volume and looks to be breaking out.

     

    The Chinese Connection is worth noting.
    3 Sep 2009, 08:14 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    Here's a new rare earth article.
    www.bloomberg.com/apps...
    will check out egi.
    Gold is at 986.7 and silver at 15.77. I've been waiting for silver to make this move. I am totally out of slv. now trying sivr.
    Deflation confirmed by fed meeting notes from august.
    3 Sep 2009, 08:34 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    gwmgf w/ jack lifton endorsement www.gwmg.ca/media/videos/
    3 Sep 2009, 10:09 AM Reply Like
  • optionsgirl
    , contributor
    Comments (5063) | Send Message
     
    must make a correction- not an endorsement, just commentary.

     

    On Sep 03 10:09 AM optionsgirl wrote:

     

    > gwmgf w/ jack lifton endorsement www.gwmg.ca/media/videos/
    3 Sep 2009, 11:55 AM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Australian decision on Lynas-CNMC deal delayed

     

    LONDON (Metal-Pages) 03-Sep-09. Australia's Foreign Investment Review Board (FIRB) has delayed a decision on whether to allow Chinese investment in the country's most advanced rare earth project.

     

    Lynas Corporation, the owner of the Mount Weld rare earth deposit said yesterday it is still waiting for a decision from the regulatory body, which determines whether foreign investments are in the national interest, on the proposed acquisition by China Nonferrous Metal Mining (Group) Co (CNMC) of 51.6% of Lynas. The deal is set to give the company a capital injection of in excess of A$500 million (some US$ 420 million) to develop the project, which it plans to commission in two phases leading to full output of 21,000 tpy of rare earth oxides. FIRB's decision had been expected in early September.

     

    "Lynas understands that the Australian Foreign Investment Review Board has not yet made a decision concerning the transaction, and therefore the 30 day time period for FIRB review of the transaction will now expire in early October 2009," the company announced to the stock exchange yesterday.

     

    As at 31 August Lynas had approximately A$8.6 million cash at bank, which it said is sufficient to cover its cash flow requirements until approximately the end of October 2009. "Lynas is well advanced in finalizing interim funding, should interim funding be required to cover Lynas’ cash flow requirements," the company said, adding that it would provide further details if interim funding is required.

     

    Lynas, which had received environmental approvals to build a concentration plant at Mount Weld and an advanced materials plant in Malaysia, was forced to suspend work on the project in February this year having failed to reach an agreement of financing. In May CNMC stepped in, offering to provide finance in return for a majority interest as well as to arrange Chinese bank financing for the project.

     

    The delay comes amid controversy caused by the proposal issued by the Chinese Ministry of Industry and Information Technology last month suggesting further restrictions on exports of rare earth concentrates and some heavy rare earths. Australia and the USs tarted talking about potential WTO contravention of such proposals, while Chinese officials have moved to allay such concerns. According to industry sources, such an outright ban on exports is very unlikely to be implemented by China in practice.

     

    However, the proposal prompted public debate about China's dominant role in the rare earths industry, where it accounts for 95% of the raw material supply. China's expertise in the industry and its currently superior financial resources means, however, that it is best posed to invest in the nascent rare earths projects outside its borders.

     

    Before CNMC came to the aid of Lynas, another Chinese company Jiangsu Eastern China Non-Ferrous Metals Investment Holding Company took a 51% stake in Arafura Resources, the owner of Nolans Bora rara earth deposit in Australia.
    3 Sep 2009, 04:04 PM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » Knew about the delay on Lynas, didn't know if they could survive without the Chinese, but, With the attention REEs are getting, someone, somewhere will step in to provide financing, Even if its the Australian Govt.
    3 Sep 2009, 04:31 PM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    Silver, H1N1 and rare earths all in one article. Unbelievable. This right up our alley.

     

    It's an omen I tell ya!!!

     

    www.stockhouse.com/Col...
    3 Sep 2009, 05:23 PM Reply Like
  • yellowhoard
    , contributor
    Comments (1507) | Send Message
     
    Wow!

     

    What a brew.

     

    It's like mixing chocolate, garlic and smoked salmon together.

     

    There's no way this guy came up with these three topics in one article without reading these threads.
    3 Sep 2009, 06:02 PM Reply Like
  • doubleguns
    , contributor
    Comments (8383) | Send Message
     
    We want payment in silver coin.
    3 Sep 2009, 06:06 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    YH: You should send that recipe into Ben & Jerry's.
    4 Sep 2009, 08:48 PM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » This is what its supposed to be all about: SeekingAlpha.

     

    Seeking Financial independence for the Many.
    4 Sep 2009, 11:34 PM Reply Like
  • one eye
    , contributor
    Comments (647) | Send Message
     
    Author’s reply » This thing is getting too long, it hits 80 am doing a part 2. To keep it shorter, am editing the Insta. with additional links instead of posting them separately.
    5 Sep 2009, 12:40 AM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Check out freedomworks.org

     

    It's chaired by Dick Armey, former House Majority leader. Categorically, the perfect effing name to lead a revolt!

     

    Freedomworks' platform is less taxes, less government and more freedom.

     

    They are one of the major organizers of the 9/15 Tea Party March, and are going to deliver a petition electronically signed by over 1.2 million pissed off Americans, including myself.

     

    @ freedomworks.org you'll learn the schedules, speakers, etc.

     

    I figure Dick Armey's petition is going to grow by nine or ten signatures from this column alone.
    5 Sep 2009, 12:06 PM Reply Like
  • Mayascribe
    , contributor
    Comments (9984) | Send Message
     
    Correction: The 9/12 march.
    5 Sep 2009, 12:13 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6025) | Send Message
     
    A nice overview link

     

    www.istockanalyst.com/...
    6 Sep 2009, 01:13 PM Reply Like
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