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REE/Strategic Minerals Concentrator, May 10, 2012

There's a mountain of news coming our way soon...

Lynas reports quarterly and financial reports today. Needless to say, even this is likely to be overshadowed by the flood of news and reaction when the Malay government finally rules on the Appeal and presumably issues the TOL for LAMP.

GWMGF is already tardy with the promised drill result updates, and now we are nearing the end of the "late April to mid May" promise for their NI-43-101 report.

MCP is nearing the point where they either update the status on Phoenix, or start backing away from their promise to hit almost 20kmt in production in 2012...

Multiple juniors in the 2nd tier are backing away from the current crop of doubtful promises also, with AVL taking a hit this week. QRM is next in the barrel, imo...

Disclosure: I am long MCP.

Additional disclosure: I am long LYSDY.PK, LYSCF.PK, ARAFF.PK, GWMGF.PK, GDLNF.PK, GOLDF.PK, UAMY.OB, SRSR.OB, USMN.OB, IAALF, MCP-PA, MCP, QREDF.PK, TAS