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prescient11

prescient11
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  • All Eyes On Verde Potash [View article]
    Ian,

    I was a bit disappointed by that interview in that it did not go into much discussion with regard to the Cambridge process other than generic statements.

    Getting a PEA done this quickly is a big big deal.
    Dec 22, 2011. 11:29 AM | Likes Like |Link to Comment
  • Questions To Ask Prior To Investing In Junior Rare Earth Companies [View article]
    Could not agree more. Element specific discussion is absolutely key to the analysis.

    In fact, Chinese actually have three tiered labeling, HREE, MREE, and LREE.

    And of course metallurgy. metallurgy, metallurgy, metallurgy. The absolute insanity of how this space has been crushed sets up for some interesting investments in the near future.
    Dec 16, 2011. 12:46 PM | Likes Like |Link to Comment
  • All Eyes On Verde Potash [View article]
    TSL,

    Exactly right. And the Chinese just started another $300B sovereign fund.

    One thing that should be pointed out is huge kudos to management for their foresight and absolute brilliance in keeping the share dilution to a minimum. 35MM fully diluted at this stage of the game is UNHEARD of for a junior miner.

    Taking out this seemingly endless supply of potash and locking up this hopefully "groundbreaking" Cambridge technology process, for ONLY one billion dollars, implies roughly a $30/share price.

    All speculative capital is being used to accumulate shares here. Good luck to all.
    Dec 16, 2011. 12:43 PM | 1 Like Like |Link to Comment
  • All Eyes On Verde Potash [View article]
    One analyst had the target price, if Cambridge is economic, at $130/share, i.e., the discounted NAV.

    Personally, given that commercial production would not begin until around 2015 and applying a more than conservative discount, I would put the value at $40-50 per share.
    Dec 13, 2011. 01:01 PM | Likes Like |Link to Comment
  • All Eyes On Verde Potash [View article]
    Brilliant piece. Yes, with only 35MM shares outstanding, fully diluted, Verde (formerly Amazon) has a brilliant future ahead I think. We are all looking to January 2012 to see what the PEA has to say.
    Dec 12, 2011. 11:39 AM | Likes Like |Link to Comment
  • Quest Rare Minerals And Tasman Metals Have What It Takes To Be Profitable [View article]
    LOL, exactly. Read the heavyweights in this area and most have ripped Ucore pretty hard.

    The only exception is probably Jack Lifton, but I don't understand how he thinks UCU could one day be a functional mine in the free market and yet MCP is hopeless...
    Aug 30, 2011. 11:59 AM | 1 Like Like |Link to Comment
  • Quest Rare Minerals And Tasman Metals Have What It Takes To Be Profitable [View article]
    Sweet Jesus, why do people keep asking about Ucore?
    Aug 30, 2011. 09:35 AM | 1 Like Like |Link to Comment
  • Rare Earths Are Once Again the Place to Be [View article]
    There are two ways Ucore gets developed. One is as a strategic national interest by the DOD that doesn't care about costs at all.

    The second is with a burro and a pickaxe.

    Now that REE has some heavies, Ucore's claim to the former is getting weaker.
    Aug 25, 2011. 01:23 PM | Likes Like |Link to Comment
  • Critical Developments in Uranium and Rare Earth Stocks [View article]
    Thanks for the info Jeb.
    Aug 16, 2011. 02:35 PM | 1 Like Like |Link to Comment
  • Rare Earths Are Once Again the Place to Be [View article]
    I like CCE as well. Besides the bluechips of MCP and LYC, I see it as QRM, REE, AVL, TSM, and ALK.

    My smaller dark horses are CCE and MAT.

    Best of luck.
    Aug 16, 2011. 02:34 PM | Likes Like |Link to Comment
  • Rare Earths Are Once Again the Place to Be [View article]
    Agreed 100%. Jan. '13 calls are looking fantastic for REE. Just waiting on market direction for an entry and perhaps some more liquidity.
    Aug 16, 2011. 01:34 PM | Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, August 4, 2011 [View instapost]
    A slowing economy and europe's debt issues have been plaguing the market for at least 3-4 months.

    talk about getting priced in.

    eurozone issues appear to have escalated, so seeing what happens there is the key to most issues I think.
    Aug 4, 2011. 05:32 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, August 4, 2011 [View instapost]
    I can take a picture of my trash can, then of my options orders today. hahahahahaha.

    The laugh of a demented rare earth investor!
    Aug 4, 2011. 05:31 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, August 4, 2011 [View instapost]
    fading morningstar's calls is usually very profitable.
    Aug 4, 2011. 05:04 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, August 4, 2011 [View instapost]
    puke and buy...
    Aug 4, 2011. 05:00 PM | 4 Likes Like |Link to Comment
COMMENTS STATS
250 Comments
358 Likes