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tripleblack
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Let's see, Veteran (Vietnam era), Commercial Artist, picture framer, industrial engineer & corporate executive (once upon a time), small business owner and operator, Ayn Rand fan, Libertarian (and no, its not a synonym for "Republican" or "Conservative"), and history buff. Serious investor, I... More
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Comments (197)
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  • realornot
    , contributor
    Comments (1263) | Send Message
     
    Ok...1st here! nice stuff...

     

    Btw, I got both Lynas and MCP so both are winners to me. Just don't annihilate each other!

     

    tks. TB
    8 Feb 2011, 02:33 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    I guess the reason for having two conference calls is to make it convenient for all parts of the world to participate. Only the 2nd one is streamed live -- perhaps the first is "practice" for the 2nd?
    8 Feb 2011, 03:10 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    Are we sure only the second is streamed live? I ask because I also recall the PR only listed a url for the second, but when I signed up for it earlier today it immediately began streaming the pre-presentation adds - not Lynas related. In the past on other presentations for other companies, if I came in too soon it would tell me to come back later. But I've never gone to one on this provider, so I don't know.

     

    Anyway, my alarm is set for 01:45 and I'll find out.

     

    HardToLove
    8 Feb 2011, 03:29 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    You can give the 1st CC a try. I am now guessing that the timing of the 2nd Lynas CC at 5:30PM ET (NY) tomorrow is designed to reach more English-speakers.
    8 Feb 2011, 05:28 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    Well, back to bed. It was worth a shot.

     

    HardToLove
    9 Feb 2011, 02:29 AM Reply Like
  • jimp
    , contributor
    Comments (710) | Send Message
     
    I bought some more MTCEF. Fingers are crossed that this stock just needs a little more "patience" and some good press. Like GWM back in the day.

     

    The only drawback I can see, is that its further behind the other big canadian players (QSURD & AVL) as far as I know.
    8 Feb 2011, 03:15 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    Have fun with MTCEF. Not a bad hold buy stock. Only trouble, this thing is soooo lack of volume. Most of our $$$$$$$$ are with the other bigger guys. My one trade can probably yield an upswing with this stock.
    8 Feb 2011, 03:23 PM Reply Like
  • ellwodo
    , contributor
    Comments (167) | Send Message
     
    As I have posted before, I recommend keeping an eye on the Toronto exchange for Canadian stocks like Matamec . Volume isn't a problem there; 370,000 Matamec shares traded there so far today. If you trade online at Schwab (as I do) your order was probably filled on TX in any event. At Schwab you pay the translated US dollar price, a flat $9 commission for any quantity and an extra $0.005 per share for Toronto execution. BTW, Matamec is one of my favorite ree stocks.)
    8 Feb 2011, 03:32 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    ic. thanks for the info. I don't have Schwab. I got plenty of stuff to keep me busy. too many screens. on my trading desks already.
    8 Feb 2011, 04:28 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    Trading halt at Alkane until Friday.

     

    Related to Lynas???
    8 Feb 2011, 03:25 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    Not into Alkane? too small. I am not seeing much with this stock.
    8 Feb 2011, 03:28 PM Reply Like
  • ellwodo
    , contributor
    Comments (167) | Send Message
     
    The announcement says it was at compaany's request, pending an announcement. Seems like good news is more likely than bad. Just for the fun of it I put in an order for 1000 ALKEF and the order went through at $1.20. Now we wait and see.
    8 Feb 2011, 03:51 PM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    ALKEF is a very solid HREE play. Those who hold will benefit.
    8 Feb 2011, 04:08 PM Reply Like
  • ellwodo
    , contributor
    Comments (167) | Send Message
     
    TB, thanks for bringing IAALF to my attention. It doesn't look as if it is going to zoom any time soon, but I like its story. I just got filled at $0.155 for 50,000 shares. I think if we have patience we will be very happy with it.
    8 Feb 2011, 03:36 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » I bought some today too, just to start tracking it and to get my foot in the door. I often do this with precious pennies, when I see a real company there, with a real business plan, and I like their story.

     

    The first thought that went through my mind that ALKEF has halted trading pending an announcement was that Lynas is involved.

     

    Still a little early for an outright acquisition, but a strategic alliance, joint venture, or stock purchase (such as with NOURF)...

     

    And otherwise, quite a strange coincidence given the timing.
    8 Feb 2011, 04:37 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    TB: Greetings. (IAALF) carries a fee on my platform and as far as I can tell has no ADR so I'll have to pass on it. Thanks for the tip though.
    8 Feb 2011, 05:16 PM Reply Like
  • ellwodo
    , contributor
    Comments (167) | Send Message
     
    I certainly hope the delay is related to something being done by Lynas. Acquisiion would be best, but JV would be good. It won't do my personal portfolio much good at the moment, but with luck it would push MCP or REE to expand their own menu into heavy rees, with ideally (from my viewpoint) an acquisition of Matec. Disclaimer: this is based on absolutely no factual knowledge.
    8 Feb 2011, 05:27 PM Reply Like
  • stockhawk
    , contributor
    Comments (270) | Send Message
     
    Hello: TB, RBF, HTL and all. The big REE's are back, but is AVL in a "market top blowoff"? Tonight's news is good but not sure how much more the sector can run right now. I believe in following the money flows to a certain extent, so will continue to hold for now.
    8 Feb 2011, 05:44 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » I sold out of Stans Energy and switched over to AVL without a hitch, and those trades worked as well as any such sequence I have ever done...

     

    But there WILL be winners and losers in the REE space. Right now it looks like a neophyte could toss darts at a list of REE stocks and make money, but this isn't really true, and it certainly cannot last.

     

    Now is the time to be doing tons of research and making contingency plans. Differentiating between trades which might or might not be coherent companies in 2 years time... And companies building solid foundations for the long haul.

     

    AVL is one that I view as being in both camps. I made stupid money on the one-two combination of Stans Energy's run up, and then switching horses to AVL, so I'm the last to toss dirt on them. AVL might be a tad overbought nowadays, its got a high proportion of hot money (including my own contribution, I must admit) which will NOT be sticking around when the momentum turns. Me, I will sell Most in all likelihood, but retain enough to form the nucleus of a core holding, which I will augment as opportunity presents.

     

    AVL is a real company, but operating in an unreal environment - and its time in the sun is not quite right, imo.

     

    Lynas looks to be the first to market, and lest we forget, that is NOT a mass market, but a MASSIVE market - narrowly focused into a small handful of large and very powerful corporate customers. Confusing strategic metals with gold (and the miners who serve them) could be a lethal mistake...
    8 Feb 2011, 06:11 PM Reply Like
  • jimp
    , contributor
    Comments (710) | Send Message
     
    Don't forget QSURD. They have yet to move to a major exchange, but it is coming soon. Their resource is larger than AVL and the mine is open pit (QSURD,) which will be cheaper than AVLs underground/underlake mine. I think it's a toss up on infrastructure costs between the two.
    AVL in my opinion has marketed itself in a superior fashion, and may have a slight lead to mine production compared to QSURD.

     

    long: AVL, QSURD
    8 Feb 2011, 06:24 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » I actually prefer QSURD due to its solid Uranium play. They may have reversed their emphasis from the days when REEs were a dead fish, and they were a Uranium company for marketing reasons, but with Uranium prices galloping upward, they represent a multi-capable investment.

     

    Lynas is similar, with its huge niobium/titanium/tantalum deposit being the original thrust, until China altered the REE equation once again.

     

    Right now AVL is gettin a lot of press and has folks running all over Toronto and New York plugging their case, but that only works so long...
    8 Feb 2011, 06:28 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    AVL is a good horse to ride on. Not too overbought just yet.
    8 Feb 2011, 06:29 PM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    what have you moved your buy@ to for qsurd TB...if indeed you have
    9 Feb 2011, 10:13 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » OK, right now I would buy QSURD to start building a core position in the mid $5 range, but certainly would not want to pay more than $5.62.

     

    But since I just took profits on AVL (retaining small portion to initiate core position at cheap cost per share), I'm eyeing the action with QSURD. Just put in a program buy at $6.22. We will see...
    9 Feb 2011, 10:38 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Executed plan, sold AVL for a tidy profit this morning, purchased QSURD at $6.21. Now we see if Quest can turn up the volume, probably Friday, if I am gauging things properly...
    9 Feb 2011, 11:58 AM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    You can bet your top $$$ AVL MCP REE will move much higher from here. It is a ST bet.
    8 Feb 2011, 05:49 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    All of my REE stocks were down today. Nothing of real significance. PM and coal miners were split but nothing earth shattering there either. Should Lynas (LYSCF) present good news the rest of the sector could see a bump tomorrow along with them. If they don't well....
    8 Feb 2011, 05:59 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    sorry to hear that. LYSCF is the wild one. I have faith with this one. All my other ones are doing well and expect even better performance for this whole week.
    8 Feb 2011, 06:05 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    The new Lynas slide presentation just came out. It looks good. Everything is on schedule. Pictures of Concentration plant and LAMP show good development. Japanese deal looks to be shoring up. Should be a good night for LYC and the call.
    8 Feb 2011, 06:15 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Yep, I agree, chihawk. Welcome aboard, by the way!
    8 Feb 2011, 06:30 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    I could be wrong, but if the Prez is serious about his new found pro-biz stance, and the DOD et al are serious about an assured-reliable strategic supply chain for REEs, page 8 of their presentation likely underestimates U.S. demand. Understandable since these materials must have been in preparation for some months.

     

    Regardless, with Australia being a strong partner in so many ways, it seems a natural that Lynas and other Aussie companies would be a big part of that supply chain.

     

    <rant>
    The question would be, for me, will we get off our asses and do something productive while capacity is still unsold or dither and dance making a show until it's so late there's nothing left for us to partake of until 2016.

     

    I've not had much faith in our government ever since I became old enough to know better, but I have *none* in our current fiasco. Am I'm not just talking BHO here either.
    </rant>

     

    Back on topic, on page 32 it seems 6th Customer Agreement is in the U.S. Did I miss an announcement? Anybody know who that customer might be?

     

    Page 33 seems to remove any uncertainty about the funding via Sojitz: " 31st March funds draw down". A very good thing - that was my first concern when I read the previous literature - would it really come through.

     

    I hope I can hear the conference tonight. That's a nice looking "sales brochure" they have.

     

    Thanks for letting us know when it was available.

     

    HardToLove
    8 Feb 2011, 07:42 PM Reply Like
  • Ishikawa
    , contributor
    Comments (178) | Send Message
     
    Greetings ! Can you provide link ? thx
    8 Feb 2011, 09:30 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    H.T.Love: Greetings. Our POTUS is just making noises to try and convince independents that he is becoming more business oriented. Keep in mind that he is also talking about increased tax structures on businesses that will allow states to replenish their unemployment insurance accounts. Starting in 2014 of course since doing so earlier would shred the illusion and derail his reelection bid. All of this of course means fewer jobs which in this environment means lower unemployment numbers coming from the B(L)S.
    9 Feb 2011, 10:38 AM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    Thanks tripleblack!
    I have to say this is the best of Seeking Alpha. Thanks for having me.
    9 Feb 2011, 11:29 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Ishikawa: Greetings. Ask and ye shall receive.
    blogs.abcnews.com/poli...
    10 Feb 2011, 10:17 AM Reply Like
  • jimp
    , contributor
    Comments (710) | Send Message
     
    What was the news that fueled AVLs large gains today??
    8 Feb 2011, 06:32 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » CEO has been making the rounds, garnering face time and interviews. Background buzz is supportive, generally, but we all know that. Pumpers and dumpers are in high gear, Hot Money is in full lemming-charge, etc.

     

    Timing for the political arena may be engaged (I'm fairly up on the American side, but the Canadian sitrep usually hits me later).

     

    In order words...

     

    No solid reason for the pop. Predictable, but not really rated.
    8 Feb 2011, 08:08 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Avalon Rare Metals (AVL) announces that, following the signing of the Negotiation Agreement with the Yellowknives Dene First Nation, co has entered into a similar agreement with the Deninu K'ue First Nation regarding the development of the Nechalacho rare earth elements deposit Thor Lake, NWT.

     

    The Negotiation Agreement outlines broad principles for co-operation and provides the basis for the negotiation of an Accommodation Agreement. This form of initial agreement, is done in order to frame the negotiations towards an Impacts and Benefits type of agreement.
    8 Feb 2011, 11:06 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    How 'bout funding? Any strategy there?
    10 Feb 2011, 10:56 AM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Wouldn't this be something?
    www.financialpost.com/...
    8 Feb 2011, 06:49 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » I give it good odds. London has been losing share like mad, and Canada doesn't want to get swallowed up by an American exchange.
    8 Feb 2011, 08:22 PM Reply Like
  • ellwodo
    , contributor
    Comments (167) | Send Message
     
    ALEKF: When all else fails, look at the facts. I looked at the notice filed on the ASX. Alkane requested the halt "pending announcement of a capital raising". This could still be good news, but its not a buyout or JV.

     

    I keep thinking "M&A season" is going to be starting soon in this sector, but I'm still waiting for Godot. Just as we realize now is the time to be buying shares in these companies, you would think someone just as smart (and with a lot more money) would realize this is the time to buy whole companies.
    8 Feb 2011, 08:11 PM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    Wish I had more than 6415 shares at 1.06
    8 Feb 2011, 08:21 PM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    Looking pretty good for LYC:LYSCF down in ASX. Up 0.04 to 1.86 with a volume of 15.8 million shares.
    8 Feb 2011, 08:23 PM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    I have played GW ...ALMOST... perfectly and again today had a buy limit @ .975 to add a larger tading block and it didn't execute. Don't expect to see it again tomorrow. ;..( If only I could manage to ever do (2) things right in a single day! like u over there TB...good job
    8 Feb 2011, 08:24 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » LOL, stick around, you will see me do 2 STOOPID things in one day, and lose money both ways...

     

    Though I am eyeballing a similar play with Quest and AVL...

     

    We'll see if it works out. Odds are against it.
    8 Feb 2011, 08:32 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    The rare earths industry keeps expanding and getting more complex.
    Green Tech Solutions, a mining technology firm, is investing overseas in order to procure Mongolian rare earths.
    eon.businesswire.com/n...
    www.greentech-solution.../
    8 Feb 2011, 10:16 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    You time this REE sector right. You will have unlimited fortunes like your own inheritance...well sort of....
    8 Feb 2011, 10:36 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    General Moly, GMO, ought to get a bounce from this news.
    www.generalmoly.com/in...
    9 Feb 2011, 12:22 AM Reply Like
  • Joseph L. Shaefer
    , contributor
    Comments (1726) | Send Message
     
    Or an opportunity to accumulate on a pullback. I read their announcement as "We are disappointed to report, but are biting our tongue out of necessity, that yet another contractor who gets paid taxpayer dollars to work by the hour has been given yet more time to keep 'studying' this issue so they and the BLM bureaucrats can continue to find reasons to justify their jobs (and, in the process, keep us from mining moly -- a national priority -- on taxpayer-owned land.)
    9 Feb 2011, 10:45 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Voldemort's vest pocket moratorium is everywhere!

     

    Anyway, I am still lurking, seeking to add back to (GMO) having taken profits and still wanting a larger core holding long term.
    9 Feb 2011, 10:49 AM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    I drove past Mt. Hope about twenty years so I can tell you that it is not a pristine place, it is pockmarked with mines as seen from the highway. That is State Route 278 about twenty miles north of Eureka.
    I'll keep checking on to see what BLM's holdup is about; it can't be about a wilderness issue.
    store.usgs.gov/b2c_usg...
    9 Feb 2011, 12:26 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    The issue must be plain old red tape as described on page 19 of this BLM report.
    www.blm.gov/pgdata/etc...
    9 Feb 2011, 03:33 PM Reply Like
  • Freya
    , contributor
    Comments (3323) | Send Message
     
    This is a MUST read for REE investors.

     

    Properties are great But:

     

    www.kitco.com/ind/Kide...

     

    This article Doesn't mention Great Western but those of you who are in it already know about its facilities.
    9 Feb 2011, 12:44 AM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Arafura Resources is another rare earth company who is making some good progress on metallurgy.
    clients.weblink.com.au...
    velocity.ansto.gov.au/...
    9 Feb 2011, 01:22 AM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    Good read and informative. I just wonder how much it cost Stans?
    9 Feb 2011, 05:25 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    Freya: Thanks!
    9 Feb 2011, 08:20 AM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Great research Freya... I wondered if they got the instructions with their purchase.
    9 Feb 2011, 10:41 AM Reply Like
  • Joseph L. Shaefer
    , contributor
    Comments (1726) | Send Message
     
    Thanks, Freya. Makes me feel good about the fundamentals of my DD and discussion with TB and my nibble at 2.45 yesterday. Now we need to keep any good news quiet for awhile so buyers get bored and look elsewhere so this can drift down to the low 2's to get a more satisfying bite!
    9 Feb 2011, 10:52 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Guys, DO be careful with valuing the Soviet era seperation formulas, they are all based upon the processing plant, the front (and key) third of which has already been discarded. Stans has stated in earlier reports that it plans to completely scrap that portion and update it with modern equipment (and they are NOT just updating the old heat extraction methology, primarily because of concerns with environmental pollution and worker safety, things the old Soviet Union was not noted for caring about).

     

    As I have stated earlier, I am less interested in the geological facts about the old mine (it really doesn't have a rich deposit, though what it DOES have is fairly rich in HREEs), than in their plans to resurrect the processing plant. The world is finding interesting REE deposits all over the place, but processing facilities are in dire short supply...
    9 Feb 2011, 11:10 AM Reply Like
  • doubleguns
    , contributor
    Comments (9651) | Send Message
     
    A new engine in an old chevy.
    9 Feb 2011, 11:19 AM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    Nic Curtis on the non recorded late night investor call last night in the Q & A said the LAMP-Lynas Advanced Material Plant (on schedule for Sep 2011) could take other mines' concentrates. But he made it very clear that Lynas would buy the concentrate on a case by case basis and then process it themselves. This will make the business models for non-materials plant juniors that much harder to make work IMO.
    Today, he also emphasized the Malawi project is funded and moving through full feasibility quickly. Believe it or not, because the LAMP processing is compatible with the Malawi Kangankunde project, Lynas could have two operational mines before anyone but Moly has one. That is something to consider when trading the other juniors in this space.
    9 Feb 2011, 11:49 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » The pundits and xperts never mention Malawi, chihawk. And when they examine Lynas, they toss out the "no heavies" comment (which primarily applies just to their Central Deposit at Mount Weld, as if that was all they had in the ground, ignoring even the Second Mount Weld Deposit, Duncan). They also have 2 outlying sectors that they still plan to drill and study at Mount Weld.

     

    Making these points (which aren't exactly new) does seem to have had an effect on the Aussie juniors. Its always seemed odd to me that we are seeing active speculation in juniors that won't be anything much for a decade or more, while Lynas stock is plodding along when it is an inch from the goal line.

     

    The Citidip (which follows the JPM attack) has something to do with that.
    10 Feb 2011, 08:22 AM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    Very true tripleblack. Lynas seems to be sensitive to any bad news but gets less pop from good news than it's smaller peers. I think this will reverse (and revert back to the junior miner mean) when Lynas is in production.

     

    I'll admit I spend more time with Lynas and the Aussie juniors. But this partly occurred because I was unimpressed with the Canadian exploration mine totals. Can you refer me to the Canadian mines with the best TREO totals? I mean I know they are HREE stories, but I try to look at an economically feasible mine first. And when I do I see Northern Minerals (was Northern Uranium) too far in front of the Canadians I've looked at (in terms of economics and oxide numbers TREO and HREE). But I'll admit I need to revisit an reevaluate the numbers there to stay informed. I value your (and others) opinion. Any thoughts? Maybe a Canadian hierarchy?
    10 Feb 2011, 11:18 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » GWM is the best Canadian junior play, still, by a long shot. That is whether you look at infrastructure (only ex-China functioning and going concern AMP, not to mention exotic alloy and fabrication know-how, then there's the small but incredibly rich mothballed mine, which is already dug and at least mostly re-startable).

     

    Just looking at minerals in situ (which is a much more long term affair, imo, other than as a trade, which I continue to do) is (QSURD.PK) Quest. I also like Quest because it has rich Uranium deposits as well. (AVL) is a good one, too, and has some support. (MTCEF.PK) Matamec is the tiny penny microcap with good numbers and an attractive purchase price.

     

    Other than that, it gets hairy fast.
    10 Feb 2011, 11:38 AM Reply Like
  • Freya
    , contributor
    Comments (3323) | Send Message
     
    by facilities, i meant the processing plant.

     

    GW already has one and has Grant in hand from DoD I believe.
    9 Feb 2011, 03:38 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Freya: Greetings. Indeed they do and some other contracts outstanding with DOD contractors. There will probably be more on the way. Not to mention the coming drive towards a strategic stock pile of REE materials. Things will get interesting here quickly. Where will Molly Corp (MCP) do processing outside of Japan should things get dicey on the PACRIM?
    9 Feb 2011, 12:28 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Maybe they might be interested in contracting with Santoku located a little west of Phoenix.
    9 Feb 2011, 12:33 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Santoku America is a specialty metals processor which operates as a division of the parent Japanese firm. Since Molycorp now has a history of dealing with Japanese firms, I could see them striking a deal.
    santoku.com/
    9 Feb 2011, 12:37 PM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    Well, my guess is the conference call went well. In ASX, LYC:LYSCF finished up 0.065 to 1.885 with a volume of 36.5 million shares. The biggest move up in quite a while.
    9 Feb 2011, 04:44 AM Reply Like
  • omgwen3rds3
    , contributor
    Comments (354) | Send Message
     
    Sad Face =(
    9 Feb 2011, 06:14 AM Reply Like
  • doubleguns
    , contributor
    Comments (9651) | Send Message
     
    Sad sack whats up with the sour mood. Are we missing some bad news from down under or did I just not get the joke?
    9 Feb 2011, 09:16 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » DG, he's wanting to see lower prices to add more, I believe.
    9 Feb 2011, 09:28 AM Reply Like
  • doubleguns
    , contributor
    Comments (9651) | Send Message
     
    :-{( Guess I should join in. Like my mustache?
    9 Feb 2011, 09:33 AM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    Both calls went well. I'm posting an instablog on the first call. The second call was recorded.
    9 Feb 2011, 11:50 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    Das gud nus Buk! I tried to listen this A.M., but NG. If I can stay awake, I'll catch the the version tonight.

     

    HardToLove
    9 Feb 2011, 04:57 AM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    Probably not a problem since it'll be 5:30 PM NY time today. ;-)

     

    From what I read, the CC went well, no surprises and no plans about an AMEX/NYSE listing.

     

    Lynas is up 6.5¢ in Oz.
    9 Feb 2011, 06:50 AM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    Where did you read about the conference call? Link?
    9 Feb 2011, 07:39 AM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    The link that tells you when the Lynas CCs are held and how to call is:

     

    www.lynascorp.com/cont...
    9 Feb 2011, 08:28 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Links are on the last 2 blogs. Thanks again, ung.

     

    The links have been discussed over the past 2 blogs, folks, with several different methods to get there.

     

    Today will reflect the reaction to yesterday's call, and since we are getting a bonus call today after the New York market close, we will see effects the next trading session as well.

     

    A month from now Mount Weld will crank up and start processing REOs, and September Malaysia cranks up and starts spitting out metal. If that news doesn't give us a solid market for Lynas, I don't know what will.
    9 Feb 2011, 09:00 AM Reply Like
  • Engineer Broker
    , contributor
    Comments (62) | Send Message
     
    I will post some numbers soon once I check a few more assumptions, but I believe that MCP will post a profit in 4Q 2010. If this happens then Lynas should really run as people will see real money from MCP's 3000mt and can then easilier exptrapolate that Lynas at 11000mt will make good money.
    9 Feb 2011, 02:20 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    Great comment Engineer. I was beginning to think I was the only thinking about this Note if Moly has Q4 profit it will look like accelerating revenue growth, but it would actually be based on two different processing plants. Whereas Lynas, when processing would have profit and ARG from adding on to the same mine. Moly will have that same dynamic but not until the new plant is built and expanding. Q4 tonnage is all based on the mothballed plant now running.
    10 Feb 2011, 11:26 AM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    On this same issue with Moly. They said in their presentation that they have tried there new technologies on a commercial basis from the stockpiled ore. But at the same time they just broke ground on the new plant. So how did they use the new technologies on the old plant? Guess, I would have liked to see a slide on that issue in the presentation. But that's my problem with MCP. All promises for the future and not even slides on the major issues. I mean at least other juniors give use diagrams and artist drawing. Can't MCP do that?
    10 Feb 2011, 11:32 AM Reply Like
  • Engineer Broker
    , contributor
    Comments (62) | Send Message
     
    Sometimes it is good to understand good and bad salesmanship. Molycorp put a lot of very good info into their SEC filings. This info is just very hard to get out sometimes and may require you to pull from multiple sources and perform calculations. Lynas on the other hand puts out more professional and pretty materials and web pages. They lay out more info in easy to understand formats and thus they sell themselves better. But...... not selling yourself as well can pay huge dividends to the investor that is willing to do the work. MCP offers options against it and Lynas does not. They are both great stories and I believe equally great. MCP is actually first to market, but Lynas is first to market with a full facility. MCP will be bigger, but has more steps to complete in order to get the full benefit. The leverage of LEAP options combined with lackluster salesmanship should be a great investment as long as they proceed better than their salesmanship. Because it means that todays prices are lower than they should be due to limited information for the general public to confirm estimates.
    10 Feb 2011, 04:12 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    @ Ishikawa

     

    There's a link to the PDF on this page.

     

    www.lynascorp.com/page...

     

    HardToLove
    9 Feb 2011, 05:41 AM Reply Like
  • Ishikawa
    , contributor
    Comments (178) | Send Message
     
    Thanks HTL, Good Morning to you.
    9 Feb 2011, 07:22 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    anyone adding to lyscf positions today??
    9 Feb 2011, 09:43 AM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    I added ALKEF, IAALF and MSJAF.
    9 Feb 2011, 10:06 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    thought about the alkane suspension last night....could be that they have good news to release and didn't want to be overshadowed by Lynas???
    9 Feb 2011, 10:14 AM Reply Like
  • ellwodo
    , contributor
    Comments (167) | Send Message
     
    See my prior comment. Notice says announcement will be about a "capital raising".
    9 Feb 2011, 10:18 AM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    I think they are getting good news from Japan.
    9 Feb 2011, 10:27 AM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    "Capital raising" seems to be the speculation, but the announcement doesn't state the reason for the halt.
    9 Feb 2011, 10:32 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » I also bought initial round of Alkane.

     

    Took profits on (REMX) and (AVL), retained portion of AVL for core position at low average cost...

     

    Added more (NOURF.PK).

     

    Program buy in for (QSURD.PK), trade similar to move with AVL.
    9 Feb 2011, 10:41 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Yep, could be dilution, its a gamble, LOL.
    9 Feb 2011, 10:42 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    TB, No more Ucore for you at these levels...my finger on the trigger
    9 Feb 2011, 11:01 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    any particular reason for the thought, Buk...or just wishful thinking?
    9 Feb 2011, 11:02 AM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    The same fella that turned me onto NOURF at 0.44 and initially gave me the heads up about ALKEF thinks it may be good news. Nothing is guaranteed and this is just so much hear-say, but I added not just because of the news but I think ALKEF is a solid play and was looking to add anyway.
    9 Feb 2011, 11:19 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » I like UURAF now, but I am accumulating a new U/REE play which I mentioned yesterday, got it from Maya, Mesa Uranium...

     

    I am already well-supplied with UURAF, though I will be adding more when I have some dry powder in that portfolio.
    9 Feb 2011, 11:25 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    I was just about to ask if anyone wished to differentiate between Mesa and Ucore...seem similar
    9 Feb 2011, 11:29 AM Reply Like
  • ellwodo
    , contributor
    Comments (167) | Send Message
     
    Actually it does. If you go to ASX , put in ALK and look at the announcement it shows the cover letter from Alkane with the "capital raising" comment. The resulting ASX notice leaves that part out.
    9 Feb 2011, 11:32 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » UURAF has active political support documented in the news...

     

    Don't know about that angle with Mesa yet, but it would be logical to project such support, given the coming legislation, so...
    9 Feb 2011, 11:41 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Shelf offering, debt issue or reverse split? Name yer poison and take and take yer chances eh?
    9 Feb 2011, 12:30 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    Right you are. It says it plain as day on the second sheet.
    9 Feb 2011, 10:17 PM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    HT: Do you consider Capstone a buy@ 1.39 at this point?
    9 Feb 2011, 10:55 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    This blog is *so* active, out of consideration to TB's work load, can you post this here,

     

    seekingalpha.com/insta...

     

    and I'll give you my thoughts.

     

    Thanks,
    HardToLove
    9 Feb 2011, 11:28 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Thanks, HTL!

     

    Besides, any due diligence for CapStone should include reading back over HTL's amazing coverage in the Quick Chats (over 100 of them).

     

    Seriously. Its good stuff.
    9 Feb 2011, 11:42 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Looking over Stans Energy...

     

    It bounced off weak support at $2.39-2.40 this morning, now hovering about $2.50...

     

    Is this one a trade right now? Maybe...

     

    I am holding off, thinking it might see a further sell-off late this afternoon.
    9 Feb 2011, 12:12 PM Reply Like
  • FocalPoint Analytics
    , contributor
    Comments (6282) | Send Message
     
    Whoa.... you have to read that presentation mentioned by HTL... the Link is at the bottom of this comment...

     

    Lots of interesting information .. for example, the primary markets are Japan and Europe followed by the US.

     

    I never heard of FCC ... it stands for Fluid Cracking Catalysts... its used to increase the amount of gasoline you can get out of a barrel of oil. FCC accounts for a good amount of rare earth use.

     

    China is projected to max out in production and will become a net importer in 2014 - 2015.... I read that to mean that their net export numbers are going to systematically be reduced as more and more of their production capacity is earmarked for within China use..

     

    The forecast on supply sources was very interesting too. For 2013 China would provide 65%, ROW 35% In 2015 China 36%, ROW 64%... a supply source flip. (ROW = Rest Of World).

     

    In 2010 world supply was 115kt compared to a demand of 136kt. That's a supply demand mismatch of 15.4%... hence upward pricing pressure is present.

     

    LYNAS projects world supply of 160kt by 2015 relative to demand of 190kt. That's a supply demand mismatch of 15.8 %... hence upward pricing pressure is still present, and increasing. What will change is who gets the advantage of that pricing pressure.

     

    There is a lovely bubble chart that compares size (bubble size), point in the mining/ production process (x axis) and valuation per ton of ore (y axis).

     

    Here is the takeaway from that chart. I will report the results in the sequence of where the companies are in the mining/ production process. The first to market axis...

     

    1) Lynas (Mt Wald has the highest value per ton, the largest production volume, and is in the construction phase. By the way, Lynas's total supply of ore at Mt Wald has recently been revised upward by 15%.

     

    2) MCP's value per ton is 40% less than Lynas, but it has a similar production volume. It’s between funding/ customer contracts and detailed engineering approval.

     

    3) Next is Lynas's Kangankunde deposit. Its value per ton is about 20% that of Mt Wald.

     

    4) After this we go to DZP Alkane. Low value per ton, low production volume, in the bankability/ feasibility stage.

     

    5) The next two are a surprise to me... first is Nolans Bore owned by Arafara. Their production volume could be the same size as Lynas's Mt Wald. They are only in the basic engineering phase, and the resultant ore is of low value per ton.

     

    6) Next is GWM's Steenkampskraal depots. It has low production volume potential, and is also only in the basic engineering phase. HOWEVER, the value per ton is the highest of all the other companies.

     

    7) Next is Avalon. Good sized production volume potential, low value ore, in the site selection phase of development.

     

    There are more, but they are all in the pre-feasibility stage of development.

     

    I think Trip is absolutely correct... if I was Lynas or MCP, I would snap up GWMs Steenkampskraal depots. It’s a standout. Buying it would immediately move the stage of development at Steenkampskraal through all the funding phases and bring it much closer to being in production.

     

    Ah Ha... I found one of the answers I was looking for. Four tons of ore go in, and one ton of usable concentrates come out of their concentration plant. I call the resultant ratio (1/4) their extraction ratio. From this, knowing the average percent of the different kinds of rare earths they have in the mine, we can calculate the actual weight of rare earths in each ton of concentrate.

     

    Concentration plant.. majority of pre-commissioning complete. First ore into the plant March 2011. ON-SCHEDULE

     

    Transportation costs to move concentrate to Malaysia account for 9% of costs. I wonder if they bought a few ships if this could be reduced?

     

    *** YES... Lynas will expand the Malaysian processing hub with the ability to take multiple sources of material. This is one of the huge advantages of being first with production capacity. This means that other rare earth companies can send their concentrates to Lynas for final processing... can you say CA Ching! Build baby build...

     

    They currently have six supply contracts signed, and two letters of intent. They are all long term/ multiple year contracts... so companies are locking in their supply sources.

     

    They also have a Strategic Alliance with Sojitz. It appears that Sojitz is providing up to 250M to fund the phase II expansion. With Joint marketing by Sojitz and Lynas. So Sojitz will very likely be selling the products in the worlds largest rare earth market, Japan. Smart move on the part of Sojitz.

     

    There is nice presentation of the capital requirements by each of the different production phases. It appears they have sufficient cash on hand to complete the project with 21.8M left over...

     

    Good presentation. Here is HTL's link to the pdf presentation:
    tinyurl.com/4mokrbs
    9 Feb 2011, 01:45 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    Outstanding. And don't forget their Duncan deposit, mentioned elsewhere, but I'd have to go looking.

     

    Busy right now on another stock testing a "pivot-point" trading strategy, so I don't have time to go digging ATM.

     

    But that was a great analysis!

     

    HardToLove
    9 Feb 2011, 02:21 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Its truly a joy to see someone with your analytical skills discovering just how good an investment we are seeing in the stocks we've been highlighting, particularly Lynas, Great Western, and their junior cohorts (MolyCorp has plenty of attention in their own right, of course).

     

    As I recall, you were looking for an output number for metals from concentrated oxides (REOs), but I still don't see that data. The 1:4 ratio sounds about right for net ore (excluding overburden and other sorting) vs concentrated oxides, but this is (along with Mountain Pass) probably the richest REE deposit on the planet, so those are going to be higher ratios in the other mines.

     

    If I run across a good information source for figuring out the concentrate-to-metal ratios, I'll post them up. I suspect they will have variances from element to element (oxide to oxide, the removal of the waste products and some of the oxygen during the process will doubtless vary), so this might be an area where exact numbers require listing by element, though an overall thumbnail number would also be useful.

     

    What we don't know is how many of these REOs will be sold AS REOs, and how many will find a market as high purity metals - and how many as value-added alloys.

     

    LOL, I have been looking over this space for a long time, and I find the Lynas story (in all its facets) as compelling as any I have seen.

     

    IMPORTANT NOTICE: Please note that thanks to a valuable suggestion from User, I have added a quick link to all the older Concentrators to the top of the page. Thanks User for all you do!
    9 Feb 2011, 02:32 PM Reply Like
  • Joseph L. Shaefer
    , contributor
    Comments (1726) | Send Message
     
    Agreed, User -- xlnt presentation.

     

    To your point above about China's internal needs for REEs, I wrote recently in our financial publication that China does plenty of things with ulterior motives and for geopolitical reasons, including blackmail. But this is not such a case. China is not "extorting" from the rest of the world because they were smart enough to burn for REEs while we fiddled; they really NEED to keep virtually all their domestic supply.

     

    In the not too distant future, they will run out and become a net importer. REEs are not a flash in the pan spec play -- they are elements the world needs and will find, mine, mill, refine and use just as we do iron, copper, aluminum, nickel, etc.
    9 Feb 2011, 02:38 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    User, HTL: Greetings. Excellent work! Kudos to you both. You gotta love this blog. Thanks TB and all who contribute here.
    9 Feb 2011, 02:40 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    User: You've once again outdone yourself! Great comment.
    9 Feb 2011, 04:34 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Should our speculation prove to be correct, and I have every reason to believe it is, we will see consolidation going forward. So those very small developmental miners will become acquisition targets for the ore they have in the ground. Choose your REE pennies carefully and you could be well rewarded.
    9 Feb 2011, 03:49 PM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    You guys are great...really. Enjoy and benefit from the top notch discussion and analysis.

     

    Added to position in GW today
    also initiated positions in following:
    ALKEF (@1.22 and @1.14!?!)
    UURAF
    MTCEF
    IAALF
    SRSR
    Looking to move into Capstone, NOURF, and...Stans and think I will be set for a good while, unless.....
    9 Feb 2011, 04:20 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    Terrific comments all around today!

     

    Mesa Uranium update:

     

    www.mesauranium.com/s/......

     

    Check out North American Exploration's client list! More work to do!
    9 Feb 2011, 04:44 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    No DD on N. Amer. Exploration necessary. Privately financed. But great that NEA deems Mesa Uranium worthy to work with.
    9 Feb 2011, 04:57 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    5:30 New York time -- Lynas 2nd conference call -- don't forget.

     

    www.thomson-webcast.ne...
    9 Feb 2011, 05:10 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Review of my plays for the day...

     

    Sold out of AVL in good order, ahead of the curve, and in the black...

     

    Bought Quest at $6.21, ended at $6.28, so that is looking good so far...

     

    Stans Energy (which was the original source for all this action) did indeed break down further below the weak support at $2.39-2.40, bottomed at $2.30...

     

    So I'm holding the Quest for now and keeping an eye on a cheap entry for Stans.
    9 Feb 2011, 05:33 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    While passing out kudos, let's remember that Chihawk made me aware that the presentation was available.

     

    seekingalpha.com/user/...

     

    Without his post, *I* likely would not have found it in time to be useful (spread too thin for my actual capacity I guess).

     

    Kudos to Chihawk and thanks again.

     

    HardToLove

     

    P.S. I'm listening to the CC now - anybody speak Aussie? ;-))
    9 Feb 2011, 05:37 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    Always welcome HT. Thanks for the props. And thanks to everyone for the information. There is a lot more to sort through now than just a couple of months ago. At this point it takes a good team to stay on top of it.
    10 Feb 2011, 11:39 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Thanks to all the great participation we are getting from everyone. Sometimes these blogs attract a really high quality readership, and its obvious we have done so this time around!

     

    In case anyone missed the announcement earlier, I have added a list of links at the end of the article section at the top of the blog so that revisiting those great comments from yesterweek is easier. I really recommend reading back over the early blogs, but only if you agree NOT to notice all the dumb stuff I used to say back before I got educamated in this topic!
    9 Feb 2011, 05:59 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    Wow! $250M Japanese contract to assist funding further expansion and completion of facilities. No dillution coming.

     

    Shares sold by CEO normal course of balancing his portfolio.

     

    China's output of REEs is going to be less than expected.

     

    REEs up in pricing to an average of $80.00

     

    Full production to begin in 3rd quarter. Expected to be 11,000 tonnes, and raised later to 22,000 tonnes. Because of world demand, the latter production will be expedited.

     

    This all is great news fory Lynas shareholders.
    9 Feb 2011, 05:59 PM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Maya: Greetings. A truly eye popping report. I would expect an updraft for the entire sector with the possible exception of Molly (MCP).
    9 Feb 2011, 06:12 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » MCP is overpriced - RELATIVE to its competition in the REE space. One day MCP could well deserve its current valuation, or even more (and maybe a lot more)... But not until it has built out its plan and fulfilled its promises, which is quite an expensive list.

     

    In this evaluation, MCP is the talking-tough newbie, and Lynas is the real thing.

     

    GWM is the small company with the strategic position and knowhow, who also owns some really nice deposits and a very interesting mothballed South Afrikan mine...
    9 Feb 2011, 06:20 PM Reply Like
  • aussiereader5
    , contributor
    Comments (15) | Send Message
     
    I agree. Lynas is the real thing. They show photos of actual plant under construction, mines with piles of mineral already mined. A concentration plant that appears finished and ready for commissioning. Getting to market first is going to give them a large advantage.

     

    Molycorp on the other hand claims to be the only producer outside of china but sold only $8M of the stuff. There is a lot of froth and bubble in their announcements to the market, yet very little on whether they have started construction of any plant. Is their any evidence of construction of a plant yet? Anyone?
    9 Feb 2011, 09:02 PM Reply Like
  • aussiereader5
    , contributor
    Comments (15) | Send Message
     
    I just checked. They have advertised for two people in the last week. An Accountant and a human resources manager. I cannot see them having a new technology plant ready by 2012. Commissioning new technology plants is a very sophisticated and problem riddled process. Do they have the management team or expertise to build the new plant? 2013 or even 2014 is more likely a start date.

     

    Lynas will have the market to themselves for about 2-3 years. N.B I think Curtis sold down his shares so that he could exercise his options (at a fraction of the current price) in a few weeks time.
    9 Feb 2011, 09:20 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Molycorp has to make do with reusing the old processing plant used from when the mine was last active from 1964 to 2002. It is going to take quite awhile before they build and activate the processing capabilities in a new facility while feeling competitive pressure from Lynas and Great Western. I think that is why they are aggressively raising capital and seeking some kind of government assistance.
    www.molycorp.com/05_04...
    9 Feb 2011, 09:29 PM Reply Like
  • omgwen3rds3
    , contributor
    Comments (354) | Send Message
     
    TOP COMMENT. MY thinking EXACTLY. I wish all maerican investor get that and just buy LYC for light rare earth. I dont see MCP in production like they claim in 2012 for likely 2014 AT LEAST!
    9 Feb 2011, 11:11 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    That's the silly street bias. Moly is worth a bet on little information and a multi year wait. Lynas is seven plus months from market and a few weeks from concentrate, but the street doubts. Stupid happens. But it never lasts.:-)
    10 Feb 2011, 11:45 AM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    "But it never lasts"

     

    :-)) I can't help myself.

     

    Do you have empirical evidence of that? Anecdotal and other observational results would seem to indicate otherwise, to *me*.

     

    Maybe we can get User to research this for us?

     

    Hey User! Watcha think?

     

    HardToLove
    10 Feb 2011, 01:23 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    I will put Avalon AVL in as well. This is one company will be ahead of Great Western. I believe China will look very closely with companies in Canada and Australia for partnership or buy outs.
    10 Feb 2011, 01:30 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    There are a lot of Chinese immigrants in Vancouver. I would guess that there would be more serious Chinese interest in the rare earth explorers operating in British Columbia. Their exploration properties are clustered close by the city of Prince George. Prince George is a transcontinental railroad hub with rail connections to the Pacific ports of Prince Rupert and Vancouver. The Chinese could conceivably buy them soon while they are still cheap and develop them.
    www.chineseinvancouver.ca/
    The explorers include:
    CMRZF Commerce Resources
    BRUZF Bolero Resources
    10 Feb 2011, 01:48 PM Reply Like
  • aussiereader5
    , contributor
    Comments (15) | Send Message
     
    China already tried this in 2009 with a state owned company that tried to buy a controlling stake in Lynas. The Austrtalian foreign investment review board prevented them having a controlling stake and they abandoned the proposal. The Chinese are not stupid, they wanted to buy Lynas. Have they tried to buy any of the other speculative plays?
    10 Feb 2011, 04:31 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    You just never know for sure, aussie, what the powers that be will do. It is always interesting to see what they come up with.
    There are certain ties between Canada and China that are worthwhile watching and perhaps taking an investment interest in.
    www.asiapacific.ca/sur...
    10 Feb 2011, 04:37 PM Reply Like
  • aussiereader5
    , contributor
    Comments (15) | Send Message
     
    Who coined that famous phrase?

     

    'The market can remain irrational longer than you can remain solvent'
    10 Feb 2011, 04:44 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    John Maynard Keynes- British Economist
    10 Feb 2011, 05:23 PM Reply Like
  • doubleguns
    , contributor
    Comments (9651) | Send Message
     
    One of his few intelligent observations.
    10 Feb 2011, 06:56 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    Agreed doubleguns. I hate to mention a borderline communist but it was the answer. His other:
    "When the facts change, I change. What do you do?"
    Kudos to Dennis Gartman for keeping these thoughts alive.
    10 Feb 2011, 07:34 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » (MLLOF.PK) had news today, which did NOT generate any pop for the company (on the contrary, it went down over 5%):

     

    finance.yahoo.com/news...

     

    This is very strange, imo, even on a general down day for the market. Small stocks which get this sort of news almost always see a positive reaction, even if only a brief one.
    9 Feb 2011, 06:46 PM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    I have both LYSCF and GWMGF as my larger core, long-term holdings and am very pleased with where they are both sitting. I have owned both AVL and QSURD and am not happy I am out of those right now, but, looking at the ~potential~ upside on some of the lower-priced juniors - I just cannot talk myself back into the ammo usage on the pricier models (even though I realize they may be right now more sound and "sure things" ...if there is such a thing). I seem to be drawn to the long term potential exposure for some of the lesser-known to round out my portfolio in this sector. Am I failing? Sometimes I wonder if it would be better to just load up on all of the obvious plays...more of Lynas, and the likes of AVL, QSURD, etc...
    9 Feb 2011, 09:42 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    I think some of the smaller explorers have appealing stories, at least the ones closer in by the developed infrastructure. Those mines are more likely to be exploited or bought out by larger miners if given enough capital. Pele Mountain Resources PMNHF, Matamec Explorations MTCEF, Fieldex Exploration FXPIF, Cache Exploration CEXPF and Commerce Resources CMRZF have interesting stories so long as one can bear the low volume trading.
    Opinions, not facts, lol.
    9 Feb 2011, 10:06 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Best thing to help you make up your mind, Rain, might be to read back over the older Concentrators (links are at the top of this blog) and just let the conversations build. They cover the last 4 months, and its a key period of time when it comes to the REE space. Hit links and at least skim the reference materials...
    9 Feb 2011, 10:10 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    I like the current portfolio Rain. I like Lynas, GWMGF, Neo Materials and Northern Uranium (now Northern Materials). I flip (and not much) Ucore when I think DC will CSPAN some garbage on rare earth. The rest I set book value limits and get will more cautious about entering during the year as we get closer to non-China production.
    10 Feb 2011, 02:20 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    do it all the time TB...invaluable building of info...and getting more invaluable all the time!
    10 Feb 2011, 08:33 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    Thanks Chi...or is it Hawk? Wish I still had my QSURD in there at 5.80 to ride. TB is gonna make me jealous today.
    10 Feb 2011, 08:40 AM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    One more significant point I did not mention in my above comment. Lynas *expects* to sales to be $800M. That can butter a lot of biscuits.
    9 Feb 2011, 09:59 PM Reply Like
  • chihawk
    , contributor
    Comments (2083) | Send Message
     
    The second (recorded) Lynas call was very strong on this point. It literally had Curtis doing the revenue number off hand based on an $80 Mt. Weld price. This with Citi, JPM and DB analysts research having estimated that Mt. Weld prices will fall back to $35 or so. The act seemed like a challenge to me. Curtis was also emphasizing the strength in prices now and going forward. Was very surprised to see Curtis being so certain of these high prices. He is a rather measured guy normally.
    10 Feb 2011, 02:12 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » The pundits are all wrong about pricing. Also, most folks miss the fact that the Lynas charts and $80.40 basket price is 100% based upon REO pricing (oxides only are listed). Metals and alloys are a lot more expensive, and not included in the current estimates (which is a sound decision, since Malaysia won't cut in until September)...

     

    Still, Lynas will be seeing income from the LAMP above and beyond the numbers based upon REOs.

     

    ALSO, the $35 basket price could only happen if China took prices back to 2006 levels, and why in the big wide world would they try to do that? Aside from no profit motive (in fact, even they would not see profits at those prices anymore, now that they are actually enforcing environmental rules and have added lots of taxes and tarrifs onto the prices that weren't there before), why would they do Japan the favor of flooding the market so that they (and the rest of the planet) can scarf up megatons to fill their stockpiles at bargain basement prices?

     

    Its illogical drivel like this that casts such a glaring light upon the machinations of JPM and Citibank.

     

    Lynas has every right to be confident. If one looks back over the last few year's pricing charts, its difficult to see anything other than a continued trend upward, rather than a spike and a settling back to sub-cost prices.
    10 Feb 2011, 08:30 AM Reply Like
  • omgwen3rds3
    , contributor
    Comments (354) | Send Message
     
    EXACTLY i keep asking myself WHY would china do that???
    It makes no sense because a factor you have to consider is how much the Chinese HATE the Japanese people. If people only look back in history or paid attention in school there is still ALOT of hatred for the Japanese people for what they have done to them. During World War 2. Women and Men China were been raped and beheaded by the Japanese and there was even a competition going on about who can behead the most chinese people in 1 day.

     

    Squeezing the rare earth markets is a way for CHina to Bully the Japanese into paying more not Less. They know the Japanese has learnt their lesson and there is NOWAY they will flood the market because th Japanese will buy it all UP!

     

    Google THe Rape of Nanking for more info why there is bad blood between them.
    10 Feb 2011, 09:15 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Checked the ASX, at this hour Lynas is up $.02 (this seems the formula, 2 pennies a day), and Northern Minerals and Arafura are down $.025, while Alkane is flat.

     

    Its as if Lynas is sucking up all the oxygen.
    9 Feb 2011, 10:26 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    A pretty boring day for my little REE portfolio of Lynas, Great Western, Alkane, Arafura, N. Min. and Galaxy. You guys discussing uranium from time to time got me interested. I'm now building a really tiny portfolio based on DNN, URRE, SXRZF and some URA, the ETF.

     

    Sure hope NC's CC piques some interest in Lynas tomorrow.
    9 Feb 2011, 10:33 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » We're still running into a headwind from the Citidip (or the dips at Citi, take your pick). Logic tells me that they are still holding tight and won't do any upgrade until Mount Weld cranks up in a few weeks, THEN we'll see the upgrade, so they can sell some shares they got cheap from their earlier downgrade.

     

    Who was the idiot that decided banksters needed to be brokers as well?
    9 Feb 2011, 10:54 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    The instigators who muddied the waters:
    en.wikipedia.org/wiki/...
    9 Feb 2011, 11:16 PM Reply Like
  • Joseph L. Shaefer
    , contributor
    Comments (1726) | Send Message
     
    Plenty of blame, and lobbying dollars, to go around on both sides of the political aisle. Let's not forget also the $100 million in campaign contributions and lobbying perks (of Citi shareholders' money, not his own) that Sandy Weill spread around Congress. I'm told his most prized possession is the pen President Clinton used to sign the death of Glass-Steagall, framed on his office wall.

     

    You may recall Citi merged with Travelers in 1998 in violation of the law but was given two years "forbearance" because of possible pending legislation.

     

    WHo says we don't have the best legislators money can buy?
    10 Feb 2011, 11:06 AM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Here is some fresh news from Great Western coming from the Indaba Conference in Cape Town. They sound optimistic about the mine they took over in South Africa.
    af.reuters.com/article...
    www.miningindaba.com/s.../
    9 Feb 2011, 10:39 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Lynas ranks it perhaps the most valueable (kilo for kilo) mine on the planet. Small, but strategic and rich as all get-out.

     

    GWM should get a bounce from the LYNAS presentation, much less anything anyone else says about them!
    9 Feb 2011, 10:56 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Lynas is sitting on its 20DMA again. Appropriate, somehow.
    9 Feb 2011, 10:59 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    VB: A great link, plus a great article...wish I could times 2 you or more thumbs up. Nice!

     

    Very much enjoying all the new faces and commentary here. The more eyes and brains, the better this tells me we're all on to reaping (even greater) rewards.
    9 Feb 2011, 11:16 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    Yeah, a positive article. However, when we hear 11k, 22k, 20k, 40k tons bandied about by Lynas and MCP, 2700 tons sounds a bit puny.
    9 Feb 2011, 11:32 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Great Western (despite the grandeous name) is a tiny company compared to Lynas and MCP. Their market cap is a small fraction that of the others. Their AMP is sized to their needs. I see them succeeding handily even as a standalone company (though I have for long proposed that the coming supply crisis might change all that) because of their relationship with existing, long term customers, and prospects for being THE supplier for exotic alloys for the West's defense industry.

     

    GWM will be the reliable quality and exotic metal alternative to the MCP and Lynas offerings of reliable quantity and industrial oxide plus some metals. Of them all, I would suspect GWM might be a finished metal supplier to China before anyone else.
    10 Feb 2011, 08:37 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    Greetings all. Thanks for the links Valley, Boy. Good stuff there.
    10 Feb 2011, 10:55 AM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    Well, ALKEF jumped to 1.29 yesterday after opening at 1.20. Some people are thinking something. Although I was expecting/hoping good news regarding their "capital raising" I haven't heard anything yet. Anyone?
    10 Feb 2011, 06:29 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    No, I've been looking myself.
    10 Feb 2011, 09:19 AM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    Looks like someone picked up 500 shares @ 1.29 at 3:56 yesterday. Let's hope the trend continues. From what I can see, there is no new news.
    10 Feb 2011, 09:29 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » The last time we had trading halted for GDLNF because their leadership was dickering with Greenland about test drill permits, it went on for several weeks. The ASX will keep the trading halted for quite some time if they feel its warranted.

     

    Needless to say the pink sheets will keep trading, though this will be just speculatives (and maybe frustrated Australians).
    10 Feb 2011, 09:29 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    Remember, if I'm not mistaken, the trading was halted at the request of Alkane.
    10 Feb 2011, 09:36 AM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Alkane suggests we hold off until tomorrow at the earliest according to their trading halt notice.
    www.asx.com.au/asx/sta...
    10 Feb 2011, 10:59 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Yes, that's the routine, but the ASX will restart if they think anyone is stalling for any reason.
    10 Feb 2011, 11:47 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    Interesting morning...everything (except Quest maybe) looking downward based on bid/ask and pre-op. Not exact, of course, but could be a few bonus buy opportunities.
    10 Feb 2011, 09:25 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    Ok...Quest down, also, and I see nothing but red...ugly...red. Any explanation?
    10 Feb 2011, 09:33 AM Reply Like
  • doubleguns
    , contributor
    Comments (9651) | Send Message
     
    China interest rate hikes. Nearly the whole world down except china last night. We should just call this a buying op in progress.

     

    I don't think there is any POMO today either. THAT could be part of the problem. The market is off its meds today.
    10 Feb 2011, 09:39 AM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    too much of a run up so RED is normal.
    10 Feb 2011, 09:44 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » You must not be looking at Lynas, they are up.

     

    Quest is 6.19 / 6.26 last I looked, bid/ask. Not bad, since all the indexes are down (but not in freefall).

     

    Politics is the answer, geo and domestic. Political theatre yesterday is bleeding over to today, Bernanke vs Ryan, Voldemort is wanting to "invest" us into the poor house, and of course the delusional contingent among the pundits and the xperts (ie, 90% of them) are in despair because China raised their interest rates.

     

    Without China to bail out the bailouters, we are doomed, eh?

     

    Reality is that this passion spiele will play out pretty quickly, and will be a dip and buying opp.

     

    Stans Energy blew right through weak support at $2.39 yesterday, now at $2.04, next support (imo) at about $1.72... Continuing to watch...

     

    Not expecting any move by Quest until Friday morning, maybe early next week...

     

    COULD this be "the big one", or a normal correction (10% drop or so)? Sure, and it can happen despite the Fed's ongoing QE (expires in April, though that is controversial, and the basis of much of the political angst).
    10 Feb 2011, 09:47 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    My first thought was China, but hadn't heard that news...or any news for that matter! We discussed that possibility a day or so ago. I think you and Guns have it right. I was seeing good buy opps already, so I guess a bonus round may be in order. Maybe I'll snag that Quest after all. I do expect a nice upswing from them any day now...likely next week. I do not see "the big one" anytime real soon.
    10 Feb 2011, 09:57 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    It's always helpful to see which securities hold relatively steady when an across-the-board regression occurs. Things get amplified.
    10 Feb 2011, 10:04 AM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    I love down days like now. More $$$$ to be made. Load more Rare Rocks = $$$$$ Hard Cash. Why not? This sector is heaven for us.
    10 Feb 2011, 10:23 AM Reply Like
  • Joseph L. Shaefer
    , contributor
    Comments (1726) | Send Message
     
    Have another nibble in to buy STNZY @ 1.99. Given that the stock was selling for 80 cents as recently as 21 Dec, I'm in no hurry, especially since this is nothing but a trade for me. For a company with more substantial ACTUAL PRODUCT being shipped worldwide, I piled in to TCK at the open today. Coal, copper and zinc.

     

    The PR and tout-sheet waters are being increasingly muddied: rare earth elements, strategic metals, rare metals, strategic elements, etc! But no matter the screaming headlines, for any nation intent on growth, I'll take "boring" copper, coal and zinc any day.
    10 Feb 2011, 11:22 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » You called it, Joseph, $1.99 got tapped.

     

    I was not ready, but got in right behind you at $2.06.
    10 Feb 2011, 01:30 PM Reply Like
  • Mayascribe
    , contributor
    Comments (11197) | Send Message
     
    Good move, Joseph. I did a little day trading this morn with roughed up TCK, successfully, I'll add. Was trying, though, TCK was all over the map this morning.
    10 Feb 2011, 02:04 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    Hmm, I was just looking at TCK. Coal, copper, zinc and oil -- you got to love that.

     

    I bought some TGB and, if it gets approval for its Prosperity property, it should do well.
    10 Feb 2011, 03:41 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    It sounds like TGB will do reasonably well even if it takes awhile for the Prosperity proposal to get approved.
    www.vancouversun.com/M...
    10 Feb 2011, 04:30 PM Reply Like
  • ungawah
    , contributor
    Comments (1044) | Send Message
     
    I think things are looking better for this mine and TGB.

     

    www.theglobeandmail.co.../
    10 Feb 2011, 05:00 PM Reply Like
  • Valley Boy
    , contributor
    Comments (2220) | Send Message
     
    Here are a few more thoughts about the Harmonized Sales Tax in British Columbia mentioned in the article.
    seekingalpha.com/artic...
    10 Feb 2011, 05:17 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Dollar is surging. The day's economic news bulletins are mostly positive, but not material.

     

    Keep an eye on the dollar. It is the indicator needle on the tachometer right now...

     

    We are seeing just a hint of what just TALKING about something other than zero interest rates (much less coincident interest rate hikes from a major economic competitor whose currency is pegged to the dollar) can do.
    10 Feb 2011, 10:01 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Hmmmm, appears to be piling on with the wedge opened yesterday by the Congressional monkey trial. Now the dollar is in play, getting boosted... I would expect that BRIC activity is working in the background. Currency war battle going on under the surface, taking advantage of a temporary advantage.

     

    Japanese are weakening the yen, buying dollars...

     

    This could go on for a while.
    10 Feb 2011, 10:06 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    China has a plan.
    10 Feb 2011, 10:08 AM Reply Like
  • bukdow
    , contributor
    Comments (860) | Send Message
     
    They always do. Anyone who discounts or pooh-poohs China is not very bright.
    10 Feb 2011, 10:23 AM Reply Like
  • RainH2O
    , contributor
    Comments (1336) | Send Message
     
    Sometimes I think our plan is to play into the hands of their plan!
    10 Feb 2011, 10:40 AM Reply Like
  • doubleguns
    , contributor
    Comments (9651) | Send Message
     
    I thought that was their plan. Now I am getting confused. Must be one of the unknown unknowns.
    10 Feb 2011, 11:03 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Its one of the rare knowns, not the unknown knowns (known only to we elites who are IN the know). Rare knowns are actually very common, but few people know that.
    10 Feb 2011, 11:52 AM Reply Like
  • robert.b.ferguson
    , contributor
    Comments (10491) | Send Message
     
    TB: Greetings. Only because common sense is uncommon and uncommon sense is rare.
    10 Feb 2011, 11:59 AM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Precisely. And as investors seeking to make money from what is both known and unknown, we must find commercially exploitable concentrations of knowns which have been hitherto unknown...

     

    In order to maximize our known profits.
    10 Feb 2011, 12:09 PM Reply Like
  • H. T. Love
    , contributor
    Comments (19437) | Send Message
     
    ROCHESTER! Now knock that off! :-))

     

    HardToLove
    10 Feb 2011, 01:26 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » Everyone please take the link elevator to the next Concentrator:

     

    seekingalpha.com/insta...

     

    Allllll Aboooooaaard!
    10 Feb 2011, 12:13 PM Reply Like
  • realornot
    , contributor
    Comments (1263) | Send Message
     
    People get ready to reload your trucks!
    10 Feb 2011, 12:46 PM Reply Like
  • tripleblack
    , contributor
    Comments (13581) | Send Message
     
    Author’s reply » GUYS...

     

    The New Concentrator link is just above. This one is getting very long in the tooth...
    10 Feb 2011, 05:22 PM Reply Like
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