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GoGowadof100s

GoGowadof100s
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  • What Now For Molycorp? [View article]
    THANK GOD TEXAS RARE EARTHS WILL be here to save us...in a few years...maybe
    Mar 6 12:28 AM | Likes Like |Link to Comment
  • Molycorp: Poised To Move Higher Still [View article]
    I believe the current rise in stock price, up last 8 trading sessions, has everything to do with anticipation of completion of final unit at mt pass. announcement of completion of Chlor alkali and an update on production costs will shoot the stock higher.
    Feb 16 12:51 AM | Likes Like |Link to Comment
  • Molycorp: Misconceptions And Reflexivity Present Opportunity [View article]
    My wish is for molycorp to complete the plant. all of it. lower cop to 10/kg range and sign contracts for cerium based water treatment products.

    Lynas' troubles are fine though too.

    NB
    Nov 29 12:34 AM | Likes Like |Link to Comment
  • Molycorp: Misconceptions And Reflexivity Present Opportunity [View article]
    The lynas problems will not go away ever,

    google this:
    INTO THE LYNAS DEN: Wong Tack & Himpunan Hijau hits Sydney

    This isnt going to end well for lynas

    good luck to all
    Nov 28 02:29 AM | Likes Like |Link to Comment
  • Molycorp: Misconceptions And Reflexivity Present Opportunity [View article]
    ausheds,

    would you like to see molycorp go bankrupt?
    Nov 10 02:42 AM | Likes Like |Link to Comment
  • Molycorp: Misconceptions And Reflexivity Present Opportunity [View article]
    i found it odd the elephant in the room "Molymet" was not mentioned in the CC. they continue to increase the holdings and are severely underwater currently on them. Not even the passing question to CK
    "Hey whats up with that Molymet". odd. or maybe i missed it

    NB
    Nov 9 10:21 PM | 3 Likes Like |Link to Comment
  • The Stars Have Aligned For Molycorp [View article]
    Cute baby pic thoreeum
    Nov 1 02:03 PM | 1 Like Like |Link to Comment
  • Molycorp 2Q Earnings - A Mixed Bag [View article]
    CK noted they WILL be sold out of NdPr and lanthanum. and now started converting customers to Sorbx for cerium usage.
    The plant operated effectively, it is go time to finish the darn thing already but expect news of completion and commissioning soon.
    NO one ever talks about the barriers to entry into the REE space. who is going to compete with them in the near future outside of China?
    Prices have rebounded and are trending higher. MCP will benefit partially this qtr and all of the next qtr. China is saying they are cracking down on illegal mining(I still don't know how you mine illegally, its not exactly a quiet operation) and they are opening the trade/exchange platform soon to provide more clear pricing.

    peace
    NB
    Aug 13 08:30 PM | Likes Like |Link to Comment
  • Molycorp: 2 Reasons Why Forbes' 'Put Selling Strategy' Could Be Catastrophic [View article]
    Ben gave himself cover last q and a for when he actually raises the amount of qe in the fall. I believe you are right the economy is headed the wrong way, wait until housing numbers start to come out after rights have sat slightly hire for a few months.
    Jul 20 09:51 PM | Likes Like |Link to Comment
  • Molycorp: 2 Reasons Why Forbes' 'Put Selling Strategy' Could Be Catastrophic [View article]
    The fed will not pull back on the QE, they have no intention on doing so, the slight mentioning of it dropped the market 500 pts, what would actual taper / stopping do?
    Jul 20 04:27 AM | Likes Like |Link to Comment
  • Can Molycorp Survive The REE Downturn [View article]
    I would suggest a read through of molycorps magnaquench 27 slide latest presentation. Very interesting
    May 20 09:37 PM | 1 Like Like |Link to Comment
  • How I Profited From Molycorp's Wild Trading Day [View article]
    Holy insider buys !!!
    May 16 12:48 AM | Likes Like |Link to Comment
  • How I Profited From Molycorp's Wild Trading Day [View article]
    Shock, do u have any thoughts on the current CEO situation with molycorp. It has been long enough now since they fired(well they didn't call it that) Mark Smith. Also interesting this wasn't brought up on the CC at all or I totally missed it.

    Regards
    May 14 01:49 AM | Likes Like |Link to Comment
  • How I Profited From Molycorp's Wild Trading Day [View article]
    Do u honestly believe this market the last few days cares about fundamentals? Look at the stocks that are going nuts
    May 13 08:49 AM | Likes Like |Link to Comment
  • How I Profited From Molycorp's Wild Trading Day [View article]
    Couldnt agree more, i call bs. SE u are the biggest downer on mcp with a 2.20 target, u even believe they are the way to BK.
    May 13 12:16 AM | Likes Like |Link to Comment
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