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  • Molycorp: A Growth Stock With Big Risks [View article]
    Matusow, your previous posts using link-a-dink logic warrants no response to your latest post. I would suggest you try to find firmer grounding on any future commentary as I know you think very highly of yourself, but I am not going to engage in piteous poking by your naiveté in mass.
    Jan 18 11:59 AM | 1 Like Like |Link to Comment
  • Molycorp: Don't Buy Into The Hype [View article]
    Simple, at the time they didn’t have the sales-to-P/E’s to support the price…given the new last quarter sales and 4th quarters sales coming out shortly, and the reported pre-sales (which are huge!), they will have the foundation for the stock price going forward…

    And “No”, I do not believe you don’t have a position…
    Jan 17 02:00 PM | 3 Likes Like |Link to Comment
  • Molycorp: Don't Buy Into The Hype [View article]
    RESPONSE: your post and reply is complete conjecture with utter disregard to reported sales and pre-sales figures. Good luck when MCP starts spiking after 4th qtr sales are released...i believe they will be great!

    i thought you would stand by what you wrote as you have a short position, but state you do not have one....
    Jan 17 01:26 PM | 2 Likes Like |Link to Comment
  • Molycorp: A Growth Stock With Big Risks [View article]
    I think you should edit the title of your article from:

    “Molycorp: A Growth Stock With Big Risks”


    “Molycorp: A Growth Stock With Big Risks/Rewards”

    We are personally long MCP and will be until they show a large sales miss as compared to a previous quarters sales.
    Jan 17 01:21 PM | 2 Likes Like |Link to Comment
  • Molycorp: Don't Buy Into The Hype [View article]
    I love how you state you have no position in this company but you took the time to take a short position a couple months ago, and now took the time to write a horrendous article about the company.

    Funny how you say the company is a dog when they posted record sales last quarter and have 78% of their product spoken for.

    With all your negative bashing aside, let us look at the numbers. They are on track to do great this year, but to no end will you admit such. Frankly, your credibility is blown Matusow.
    Jan 17 12:55 PM | 6 Likes Like |Link to Comment
  • Molycorp: A Second Chance: Part III of III [View article]
    Excellent article.

    It was informative, objective, and well written.

    We concur with your conclusive NPV valuations.
    Jan 12 12:23 PM | 1 Like Like |Link to Comment
  • A Rare Earth Metal Stock That Pays You To Wait [View article]
    yeah whatever, -

    the U.S. is still the cleanest fork in the sink,
    Dec 29 01:15 PM | 1 Like Like |Link to Comment
  • A Rare Earth Metal Stock That Pays You To Wait [View article]
    the cliff would be anything that produces on a quarter basis of 30-40% less than a previous quarters reported sales.

    from a pricing expectation, we must note Morgan Stanley has a $90 price target, which based on a pro forma is a relatively low PE comparitively, thus in my model, I have it built in moving up +$25-$35 to $55-$65 before Jan . 30th 2012, another +$25 move to $80 before March 15, then with elliot oscillator gravitation upward to $125 mid-summer.
    Dec 16 10:05 AM | 1 Like Like |Link to Comment
  • A Rare Earth Metal Stock That Pays You To Wait [View article]
    I would like to thank everyone for their thoughtful comments (posts) and would like to include some of my own for the MCP audience.

    In researching this company, and own short and long positions, I arrive at the following fundamental conclusions:

     MCP is operating within both a business and consumer based commodity line, which is a significant advantage as opposed to only specializing in just one.
     These rare earths are a known variable that are demanded by the global industrialization for high technological industries.
     China could and most likely will undergo a major democratic revolution similar to that of what we witnessed in the middle east. This creates (and is a) vital uncertainty factor as it relates to supply and a national security issue. Our US and global allies have already systematically shifted their essential gov. and commercial supply lines to deal with a removed China supply line. Undoubtedly, this results in massive demand from MCP, resulting in exorbitant revenues regardless of price levels.
     Japan’s recent partnership with MCP proves this strategic shift in business patterns.
     With its strategic operations in place, MCP will rise to a level of a major mining company similar to that of a BHP Biliton, but involved in much more specialized way.
     On a price per tonnage basis this company is producing the highest valuable product out there.
     World population trends will only increase, and the demand for MCP product is insatiable.
     Proof from last quarters results is just the tip of the ice-berg. Year end figures should prove to be more than double.

    Until MCP sales fall of a cliff, I am baking myself into the cake and have enjoyed the massive shorting of this stock.
    Dec 15 02:29 PM | 1 Like Like |Link to Comment
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