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REE/Strategic Minerals Concentrator - January 20, 2011

|Includes:AVL, DNN, GMO, RBYCF, REMX, UEC, URRE

In this chart I am showing the 4 stocks we have been tracking for a while, plus a new company, (NYSEMKT:UEC) (Uranium Energy Corporation of Texas).  Just as in the last series of charts, URRE is outperforming, but it should be noted that the entire group is literally on fire.  (OTCQX:UURAF) and (OTC:GDLNF) are noteworthy since they are combined Uranium/REE plays.  I would like to include the Northern Uranium (OTC:NOURF) penny stock for comparison, since it is also a Uranium/REE play and 10% owned by Lynas (OTCPK:LYSCF), but as sometimes happens, the service I am using lacks the data to chart this stock.  Looking at the raw numbers, it appears that Northern would track well with this group, and be ranked in the middle of the pack near (OTCQX:UURAF).

This chart initiates tracking including Stans Energy (OTC:STZYF).  It's noteworthy as the current leader among the 4 vertically intergrated plans I consider closest to actually producing important quantities of REEs.  This group includes Lynas (OTCPK:LYSCF), Great Western (OTCPK:GWMGF) and MolyCorp (MCP).  I also included a similar effort focused on Tungsten, one of my favorite holdings, (EMMCF), EMC Metals, plus the top performing Uranium stock (NASDAQ:URRE) so that the 2 charts can be compared.  EMC is interesting in that it, too, involves a small startup buying a mothballed operation from a major company (NYSE:GE) similar to the situation with Stans Energy (USSR, LOL) and MCP.

Stocks: IQ, URRE, AVL, DNN, REMX, UEC, RBYCF, GMO