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Markidesad

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  • Update: Flinders Resources Announces First Graphite Concentrate Production At Woxna [View article]
    Thanks, indeed offtake might be the only answer.
    Aug 9 03:46 AM | Likes Like |Link to Comment
  • Update: Flinders Resources Announces First Graphite Concentrate Production At Woxna [View article]
    Great articles, Ben ..... but, there is a but
    Very strange : Flinders (FDR) is the first Western Co to effectively produce Graphite and the SP goes south.
    Almost the same thing happened to Focus (NYSE:FMS) . They found a buyer for 40 000 tpa and the SP didn't move an inch.
    I'm in both co's , b.t.w.
    Is there a curse on junior Graphite players ?
    Is the market blind ?
    Regards from Antwerp ( Be)
    Aug 7 03:36 AM | Likes Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    Tasman ( REE's & Tungsten ) is realy breakin' out, Flinders ( Graphite ) gains a nice momentum. If ( or when they merge ) the cash of Tasman is enough to start the production of Graphite. Flinders has already customers in Germany, the earnings will help Tasman in the production of HREE ..... alll this near to the heart of European industry !
    So, these two Swedish based Canadian Co's have a brilliant future i.m.h.o.
    I only have TAS, my free cash is now used in another Tungsten Co WFEMF
    Regards from Antwerp ( Be )
    Mar 13 04:49 AM | Likes Like |Link to Comment
  • Midday Gainers / Losers [View news story]
    TAS / TSM
    I'm really ashamed that I didn't get some more of this Canadian / Swedish stuff
    Mar 12 02:26 PM | Likes Like |Link to Comment
  • Kandi: Experts Weigh In On China's EV Market [View article]
    Dear mr. Pearson,
    I am so sorry that your arguments are fallacious.
    If you would have been slightly right, we could have had the opportunity to buy more KNDI's at 5.0 as you "predicted" ( I mean wished ) in your article.
    Regards from Antwerp ( Be )
    Oct 5 02:17 AM | 9 Likes Like |Link to Comment
  • Kandi Tech +6.5% premarket on Chinese subsidies for electrical vehicles [View news story]
    Feelin' bad for the shorties ROLF
    Sep 19 12:52 PM | Likes Like |Link to Comment
  • "Investors should strongly consider reviewing all possible findings with a critical eye to determine the validity of the hyper-bull thesis," SA contributor Richard Pearson says, regarding shares of Kandi Technologies (KNDI -8%) which are off sharply on the session. Pearson believes that having paid off $25M in debt last month,  the company has "no near-term incentive to hype the story or promote the stock." (See also: SA contributor Sharesleuth wonders about KNDI social media campaign[View news story]
    Glad to read that I'm not the only one thinking that "High Frequency Trading" and "Naked Shorting" are killing the market.
    http://bit.ly/14NaVzf
    Still long in KNDI but believing things could go fast now.
    Grtz from Antwerp ( Be )
    Jul 12 06:14 AM | 2 Likes Like |Link to Comment
  • Graphite Stock Strategies For A Second Bubble: David Skarica [View article]
    @ Licia
    As far as I know : CHGI is a producer of graphite, and not interested in Graphene. Good stock b.t.w. as China plans to build several new nuclear plants.
    Mar 15 06:13 AM | Likes Like |Link to Comment
  • Molycorp (MCP -0.4%) levels off after recovering sharply from a gap down of more than 9% this morning on news of a delayed Q4 earnings release. Byron Capital's Jonathon Hykawy noted earlier that the company's impairment news was not a shock, and he was surprised by the knee-jerk reaction given the postponement should not impact the prospect of production ramps. [View news story]
    The only positive point for MCP is i.m.h.o. that it is located in a political stable country where all the paperwork is done and agreements respected. I own some Stans ( HRE ) and Great Western ( GWG ) , in countries where stability is a nightmare, but I'm stubborn ...
    Might win a lot, but might lose too. But who doesn't ?
    Regards from Antwerp ( Be)
    Mar 2 06:36 AM | Likes Like |Link to Comment
  • Keys To Rare Earth Companies' Success: Innovation, Cost Efficiency [View article]
    Sorry to add this to my latest answer here above :
    But for the people who like figures and pictures
    http://bit.ly/V2Smlz
    That was before the NR - update, where the indicated reserves were doubled.

    B.t.w. Foxy, when I said "ignored by the US" I meant the US investors.
    Now I will stop to "pump" GWG, not my job.
    Do your DD
    M.
    Jan 25 05:32 AM | Likes Like |Link to Comment
  • Keys To Rare Earth Companies' Success: Innovation, Cost Efficiency [View article]
    The existing mine ( Steenkampskraal or Steens or SKK ) owned by GWG has a stockpile for the picking of REE's that was a left-over from the Thorium production of Rareco.
    As for the underground resources, recent drillings proved they doubled since the update of jan. 2012, mining shaft is ready.
    The separation plant has to be built with Chinese expertise, and that would take about 10 months.
    As SKK has now a lifetime of 10 years, the non-African fields of Hoidas and Benjamin become obsolete and could eventualy be sold in a spin off.
    As for the cash : they have the revenue from the furnaces ( one working on Chinese feeds and one in testing ) of their subsidary LCM in Birkenhead near Liverpool. There is room for 4 or 5 furnaces b.t.w. in that facility.
    SKK being in S.Africa the question of nationalisations could be raised, but 26 % of GWG is already in hands of the local Black Empowerment Organisation.

    PEA following this month !

    P.S.
    Another HREE end LREE S.A. miner Frontier (FRO) , doesn't work with the Chinsese but with Koreans, will also be on line but much later than GWG.
    At first I had interests in Avalon (http://bit.ly/WYdg3l) , but late 2010 I realised it was to big to handle and situated way north, so I turned to Great Western

    Hope to have been of some help.
    Regards from Antwerp ( Be)
    Jan 25 04:06 AM | Likes Like |Link to Comment
  • Keys To Rare Earth Companies' Success: Innovation, Cost Efficiency [View article]
    Once again not a single word about Great Western ( GWG )
    It's really a shame : this verticaly integrated junior - with LREE and HREE - that will become very soon a giant with its ovens in Birkenhead ( UK ) and installations in Troy ( Michigan ) , is still beeing ignored by the US.
    I also own some HRE ( a wildcard ) and TAS ( an European candidate ) , but GWG is by far my favorite investment.
    Please do your DD.
    Jan 24 11:43 AM | Likes Like |Link to Comment
  • Molycorp Up On 'Takeover Rumor' And Irrational Exuberance [View article]
    Did you make your DD on GWG, b.t.w. ?

    Gained 24 % yesterday on TSX, will gain more today on AMEX, after Luther King.
    They will releace their PEA later this month and we are awaiting the industrial production of REE in their (LCM) oven in Birkenhead U.K.
    Regards from Antwerp ( Be)
    Jan 22 06:55 AM | Likes Like |Link to Comment
  • Graphite Stock Strategies For A Second Bubble: David Skarica [View article]
    Focus, in venture with Grafoïd will make Graphene out of Lac Knive's large flake Graphite.
    I also have some interests in Standerd Graphite but my largest investment in Graphite goes to the Swedish ( under Canadian flag ) Flinders FDR , that might restart production in the second half of 2013 - as the mine already exists- with better grades than Northern and more large flakes !
    Jan 17 03:34 PM | Likes Like |Link to Comment
  • Molycorp Up On 'Takeover Rumor' And Irrational Exuberance [View article]
    GWG is a mine to market verticaly integrated firm. LCM ( owned by GWG ) being already the producer of finished goods from a.o. Chinese concentrates. Later these will come free of charge from the Steenkampskraal mine owned by GWG.
    Nationalisation is not an isue for S.A. because 26 % of GWG is already in hands of the local Black Empowerment Organisation.
    GWG is owner of all the permits in S.Africa for mining and concentrating of REE's and stocking of the residual radioactive materials ( Thorium ) .
    GWG has LREE as well as HREE's, SKK being the richest mine on earth as the REE's were - in the past - stocked as residue in the excavation of the original Thorium-mine.
    GWG owns Hoidas Lake en Benjamin River in Canada where the heavies grow rich.
    Sorry for my "English", but ist's my third language.
    Regards from Antwerp ( Be)
    Jan 17 03:13 PM | 2 Likes Like |Link to Comment
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