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  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    > Maya: Yes, I'm not really sure I believe it.

    Lynas also reported a (better) quarter, but was less optimistic going forward into next quarter and so the sp took it on the chin, yet again. MCP and Lynas's mostly positive reports leads me to believe that there must be some marginal restocking going on as inventories have been worked down. The next question is China. Uncertainty of future supply could be a big motivator.
    Feb 4, 2015. 08:55 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    This article has an interesting (and correct) perspective on commodities, worthwhile read.

    Manufacturing Collateral: The Consequences

    http://bit.ly/1ye8X7u
    Jan 30, 2015. 08:32 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I sincerely doubt that any U.S. REE play will develop very far despite their own self-generated hype. There's not enough demand here and the military has other options to source from, including Lynas. Ucore has a shot, I have a small position in it, but they're another 3 years away before they become viable.

    Regarding NTU, I agree with Critical, the only question I have about NTU is whether Lynas might get bought out of their position. I have some (fuzzy) recall that Lynas had some equity in NTU.
    Jan 24, 2015. 09:47 AM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    > Critical - I think we're all in agreement about InvestorIntel. It's unfortuate that we don't have more credible sources of information. TB's blog provides one of the best forums for sharing info on REEs (and I hope it continues) Thanks TB!
    Jan 24, 2015. 09:33 AM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Jimp > My thoughts as well, MCP end might be good for Lynas in the long-term, assuming Lynas can weather a market turnaround. Fear and uncertainty of China's new policies could help Lynas as well. I imagine the Chinese are eyeing MCP's Neo assets as well.

    Spotted this on InvestorIntel this morning:

    China’s rare earth supply is in a tightening phase, which has fueled the rare earth price to further rise in the country’s market, especially on rare earths such as Praseodymium, Neodymium, Dysprosium and Terbium. -

    http://bit.ly/1yRAxtQ
    Jan 23, 2015. 08:50 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    HTL > Yes, I saw that too. There just selling reports.
    Jan 13, 2015. 08:29 AM | Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Mr. Lifton posted a follow up comment to the above article that sheds some additional light, I am reposting it here. This sounds right to me, and I would expect to see higher REE prices by Q3:

    Jack Lifton said:

    "My colleague Gareth Hatch has informed me that when I say “export tax” in this interview I should really be saying “Export License” regime. he is absolutely correct. China is now allowing anyone who wishes to export legally produced rare earths to do so PROVIDING they can get an Export License for the lot of material to be exported. This is a time honored way to slow down, stop, or at the very least control exports. The Chinese invented bureaucracy and they are very good at using it both as a scalpel and as a meat ax. Note that export license fees are assessed on the value of the material to be exported and are not insignificant. Isn’t this a tax, says simple Simon? No, says Mr Government, It’s a fee."

    - See more at: http://bit.ly/1AEegAf
    Jan 11, 2015. 08:40 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Interesting perspective from Mr. Lifton on China:

    Setting the rare earth stage for the Global1000 corporation’s entry as investors in 2015

    http://bit.ly/1zWAquG

    A few items that stand out for me:

    ...(China) has revised its rare earth export quota requirements into “strict export license” requirements. Thus the conservation and sequestration of China’s rare earth supply chain for the use and benefit almost entirely of China is now assured.

    ...If there is to be a technology devices mass production industry outside of China it has now become NECESSARY for non-Chinese production of both the light rare earths and in particular of the heavy rare earths to begin as soon as possible.

    ...2015 is going to have to be, I believe, based on what I know, a transformative year for the supply picture for the technology metals. I think that the investing community does not yet realize that sudden changes based on disruptive innovation are not how long term change occurs. Instead change occurs by marginal transformations of existing technologies until cost containment becomes impossible.
    Jan 8, 2015. 09:33 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    >Ungawah - China's elimination of export quotas won't increase REEs flowing out of China. The way I understand it is that they will raise taxes (considerably) and there will be further consolidation. This is just window dressing for the WTO. I prefer to look at the moves China has implemented over time and connect the dots.

    1 - Continued consolidation and elimination of illegal processing at the source. It's getting much harder to make an end product and smuggle it out of China.

    2 - Fewer license means fewer legal REE producers.

    3 - Adding REEs to China's metal exchange

    4 - Higher taxes on REEs and other strategic metals. (Higher prices through taxation may serve the same purpose for China as an export quota.

    5 - China's relentless pursuit of strategic metals around the world tells me that they believe things will bounce back, eventually.

    6 - China is still using REEs and other strategic metals as a political weapon against other countries. (see link above about India). I say, ignore China's rhetoric and look at what China is actually doing.

    Ultimately, I think this is very bad news for MCP because of NEO's infrastructure in China. In hindsight the NEO acquisition is looking worse and worse every day.

    Just my 2c for what's it worth.
    Jan 7, 2015. 08:45 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]

    Happy New Year (Let's Hope)


    Molycorp Receives NYSE Notice:

    http://bit.ly/14ilq28

    India Complains that China Not Selling Strategic Metals

    http://bit.ly/14ilq2a
    Jan 2, 2015. 02:05 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Thanks HTL, I missed that one.

    I'd be very surprised if Lynas sells Crown, especially after the shareholder fiasco the last time around. But, I trust your instinct TB, you're usually spot on.
    Dec 18, 2014. 10:21 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Jimp> Not enough reliable supply of scandium, and demand is low. Worth watching, but not as an investment in my opinion. Scandium could make commercial airplanes lighter and save on fuel costs, if Airbus starts making planes with aluminum-scandium alloy--then it might have a future.
    Dec 17, 2014. 10:01 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    VB: I'm with HTL on this one. MS left a really bad taste in my mouth after his "leadership" at MCP. Way too much BS went on there under his tenure. I recall several big announcements that MS made while at MCP that unraveled, disintegrated, evaporated and fell apart--and that was during the go-go days of REEs. I'm holding on to my wallet.

    TB: I keep looking at Lynas sp and thinking to myself: "this could be the opportunity of a lifetime, and I should scoop up a boatload of cheap shares" ... but then again... it could go to zero. My gut tells me that it won't happen because of political backing by Japan. It's a really hard call.

    But, then again as you point out:

    - There's all that Nobium in the ground,

    - High potential for the company to split into two spectate entities.

    - Probability for REE price recovery.

    Then of course there's the oil price wildcard that can cut both ways. Things that make me go hmm...
    Dec 16, 2014. 08:56 AM | 2 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    FPA> It's truly extraordinary to see a publicly traded entity apologize to shareholders. The photo of NC makes him look humbled by the whole experience.
    Nov 29, 2014. 09:01 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I think TB was right when he said the company will split into two entities separating the LAMP from the mine. Probably sooner than later.
    Nov 29, 2014. 08:54 AM | 4 Likes Like |Link to Comment
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