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prescient11

prescient11
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  • REE/Strategic Minerals Concentrator, August 4, 2011 [View instapost]
    agreed.
    Aug 4, 2011. 04:57 PM | 2 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 26, 2011 [View instapost]
    Gentlemen:

    We are definitely agreed there. When it comes to the rubber hitting the road, here we have serious attention being paid now and an acknowledgement of serious supply disruptions.

    That will only be tolerated for so long. The irony is that most of our favorite deposits can come online with plenty of room on the demand side. The constant backbiting between different investors gets very annoying.

    I believe we will see a flurry of action very soon as end-users and the big boys, MCP and LYC, move to address their obvious deficencies.

    Chi, congrats on your NTU profits.
    Jul 26, 2011. 05:37 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 26, 2011 [View instapost]
    GE was a great help today.
    Jul 26, 2011. 05:03 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 25, 2011 [View instapost]
    Well lookee here, some actual reasoned posts concerning GWG.

    Chi, congrats on your profits.
    Jul 26, 2011. 04:56 PM | 2 Likes Like |Link to Comment
  • Seagate Blames a "Bubble" In Rare Earth Prices for Causing a Margin Squeeze [View article]
    BTG,

    I agree with every one of your picks in the order represented. ALK I think is going to be good, but due to Aussie minimalist disclosures I would not put serious money in. CCE and MAT are my "next level" plays.

    Good thoughts.
    Jul 25, 2011. 11:09 AM | Likes Like |Link to Comment
  • Seagate Blames a "Bubble" In Rare Earth Prices for Causing a Margin Squeeze [View article]
    Ucore is great to mine with a pickaxe and a donkey, nothing else.

    Only way Ucore gets developed is as a strategic resource by the DOD, where cost is not an issue.
    Jul 22, 2011. 01:19 PM | 1 Like Like |Link to Comment
  • Seagate Blames a "Bubble" In Rare Earth Prices for Causing a Margin Squeeze [View article]
    Eamon,

    Are you some kind of artificial intelligence or something! Seriously, how do you get this info so quick. Always informative and thanks!

    You think some dysprosium is gonna be needed in the future eh? Guess what mines/deposits can produce serious quantities?

    Therein lies the answer to the riddle. I'm already long QRM, but looking hard at perhaps ALK and AVL.
    Jul 22, 2011. 01:18 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    Verde Potash (f/k/a Amazon Mining) should be a double with a potential for more than 1,000% gains.

    Only 34MM fully diluted and cashed up to start mining.
    Jul 21, 2011. 02:25 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    Everyone is correct, they are trying to sell Springer.

    I am fine with this because it will allow the company GREAT flexibility to hopefully avoid the never ending share dilution such as LYC and GWG.

    They actually have about 16MM warrants expiring at $2.60 (about) in August, so that will bring the share count down as well. I think fully diluted there are about 150MM-160MM shares.

    If EMC can prove out their metallurgy, the stock is going to be a fantastic homerun.
    Jul 21, 2011. 02:24 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    I would say almost none. They are just now beginning the stockpiles.
    Jul 21, 2011. 02:20 PM | 2 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    TB,

    That's true, but they are publishing a PFS on the scandium deposit in Aussie in Spring of '12. Methinks they are serious about developing it.

    All depends on the metallurgy, but they have kept a lot of the stuff intentionally secret as they don't want to publish the methods.

    Interesting times. So I don't view this as some hit or miss junior. I view this as a potential major in the scandium arena but that obviously needs to prove themselves.
    Jul 20, 2011. 10:02 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    Chi and Triple,

    EMC is very interesting. They are only flipping their tungsten properties, and the Springer one is probably worth $30-50MM, given tungsten's serious rise.

    With regard to scandium, however, Orbite will probably be first to produce commercial quantities as a by product of its alumina operations. This is very bullish for scandium overall.

    EMC is really an interesting play. They just acquired some properties in Scandinavia that have tremendous potential. But the gem behind EMC is the genius that is W. Duveystan (sp?). That's the guy who could bring this company into being a powerhouse.

    Very good to review and do some DD on. I own a chunk of EMC.
    Jul 20, 2011. 12:57 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    Jimp, that is my exact thought as well. Problem is location.

    Frankly, given that MAT, CCE and QRM are all in Quebec, as well as GMA and a number of other projects,

    I believe Quebec will become a hot spot for REE activity. and it's very close to Europe, comparatively.
    Jul 19, 2011. 12:20 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    Well, I can't speak to NTU, but with regard to the heavies, I think one needs to understand that, at a max imho, the ionic clays of southern China will provide supplies for 10 years max, especially when one considers that they are now stockpiling HREEs. If you look at supply charts, if we assume that all major and nominal projects come online with their respective HREE supplies, there is MORE than enough room in the demand curve.

    Most packages of HREEs will be sent to domestic users in China. Which explains why Lifton, et al., are very bullish on HREE plays that make sense.
    Jul 19, 2011. 01:54 AM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, July 18, 2011 [View instapost]
    Chi,

    Whilst I would agree with the analysis on 1), it is a very important step for THE monopolist in this space, i.e., the monster LREE bully, stating in the affirmative old pricing is the thing in the past.

    Obviously there is a reason he discussed this as he made clear that downstream consumers were not clear whether or not pricing would decline seriously - so clearly there was a concern that downstream demand was "waiting and seeing" if there would be another crash in prices. That fear has been, or should be, removed.

    With regard to the AVL point, obviously I like QRM more than the others, but I think being realistic, AVL has released detailed technical reports that are subject to very high scrutiny. I'm kind of taking ALK on faith, both as to cost assumptions as well as metallurgy.

    As difficult as this business is, AVL is one of the more advanced projects out there. It is true that they will have native issues and the underground mining is no picnic, but every project will likely have bumps along the way. What we have now is just a flat out race to production, because surely all these advanced projects (i.e., at a scoping study/PEA or more advanced) are very much profitable when put into production at current REE pricing.
    Jul 18, 2011. 11:18 PM | 6 Likes Like |Link to Comment
COMMENTS STATS
250 Comments
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