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drhoads

drhoads
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  • Does North American Palladium Need More Money? [View article]
    If PAL cant make it work how could anyone else ? Would BAM lend the kind of money they did if the outcome was so clearly pointing to PAL not being able to make it ? I know they have the metal in the ground as collateral but what good is Metal in the ground if someone doesn't take it out ? The Metal in the ground is worthless till it is mined.
    Nov 7 06:40 PM | Likes Like |Link to Comment
  • Does North American Palladium Need More Money? [View article]
    So Managements Cost per oz in the $300 - $400 per oz figure once the shaft is up and running is wrong ?
    Nov 6 11:41 AM | Likes Like |Link to Comment
  • Does North American Palladium Need More Money? [View article]
    From what I have read about PLG the only substantial worry is the potential for labor unrest and or some form of Nationalization probably in the form of higher taxes on mining profits. Secondary concerns being Power requirements and possibly a worldwide recession with economic stagnation putting the kibosh on demand for catalytic converters.
    Aug 21 01:48 PM | Likes Like |Link to Comment
  • Does North American Palladium Need More Money? [View article]
    I also would like to know your thoughts on PLG. I have a small stake in PAL but I am looking for more exposure in the Plat metals group with less risk then Pal but better upside potential then SWC
    Aug 19 10:27 PM | 1 Like Like |Link to Comment
  • Good And Bad News For Molycorp [View article]
    Just a comment . How can you list those other company's as competitors when none of them will produce anything for a minimum of two more years ? They are Potential competitors not current competiors. there is an important difference. Some of them will not even make it to the mining stage.
    Oct 13 02:09 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, January 11, 2012 [View instapost]
    That video is bout DNI Metals DMNKF
    Jan 18 12:56 AM | 2 Likes Like |Link to Comment
  • 6 Rare Earth Element Stocks: Recent Correction Leads to Cusp Of Bull Market [View article]
    Aye, GWG seems to fit the authors profile to the tee.

    "we think it best to concentrate on REE companies that have projects that look feasible from not just an examination of their ore body but its geographical location and required infrastructure needs."

    at least GWG fits better then those mentioned not to mention coming online before those mentioned other then MCP of course..
    Sep 27 09:44 PM | 1 Like Like |Link to Comment
  • 6 Rare Earth Element Stocks: Recent Correction Leads to Cusp Of Bull Market [View article]
    Aye seems strange no GWG. I could understand if the author was discussing REE stocks that were beated down way to low because GW wasnt beaten down like the others however the author simply states

    "we think it best to concentrate on REE companies that have projects that look feasible from not just an examination of their ore body but its geographical location and required infrastructure needs"

    That seems to fit GW more so they those mentioned other then MCP. Not to mention GW capital cost seem lower then allmost all of the other projects and CREO numbers are better as well .
    Sep 27 09:43 PM | 1 Like Like |Link to Comment
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