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  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Quest Produces 98.4% Purity Heavy Rare Earth Plus Yttrium Concentrate from an Improved Process Flowsheet

    http://bit.ly/1qigtOw

    I like QRM. They seem to be still chugging along. I hope what they have with mineralogy and their processes gets them the financing they will need.
    Sep 4 08:02 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Do you think there will be another rare earth "crisis," supply chain disruption? Or maybe a mini version of what happened in 2010? Seems like not much has changed on the western front, with China moving smoothly along.
    Aug 21 04:29 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Good finds. Thanks!
    Aug 9 11:14 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Wow, how the mighty have fallen... IMO, it appears TAS and maybe Lynas (since they are almost there) are now the front runners.

    Maybe one of these days the junior miner sector will experience a 'turn-around.'
    Jul 20 08:10 AM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    It's nice to get another perspective from a well regarded expert in the sector.
    Jul 9 08:09 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Seems like a pretty common occurrence that it's not cheap to mine & process rare-earths in the west.
    Jun 29 12:06 PM | 3 Likes Like |Link to Comment
  • Northern Minerals In Trading Halt: Probably A Very Positive PFS Release [View instapost]
    What are your top 3 picks in the rare earth sector?
    Also, do you follow EMC Metals? Their focused on scandium.
    Jun 29 11:44 AM | 1 Like Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I believe I saw somewhere in a NTU presentation that Lynas now has about 4% ownership in NTU. I personally believe it's due to the recent multi fund raisings with resultant share dilution.
    I still like NTU.
    Jun 25 08:51 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    With the rare earth sector stocks at deep, deep discounts...
    Quest was around $ 7.00-8.00 a share at one time, now 0.33 for example.
    Is anyone buying? Or do you think it's too risky?
    Will most of these junior miners just go away or will they survive this long drought?
    My favorites are probably Lynas and Tasman, plus a few others.
    But this is truly blood in the streets. I'm also thinking long term. Any thoughts on buying soon?
    Jun 8 11:57 AM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    From John Kaiser regarding EMC Metals -

    "The year end financials have been filed and the balance sheet is no longer as ugly. Also, check out the GMV of the Nyngan deposit at $2,000/kg Sc2O3. The company is in a trap because it has a market cap of less than $5 million, but needs to raise $3 million by early June to secure unencumbered title to the Nyngan deposit. AUD $1.4 million is due to Jervois as the final payment, and $1.3 million to an entity associated with Bill Lupien who got me hooked on the scandium story in 2010. His Kudu Partners hedge fund is a major shareholder, so we hope he won't take Nyngan away from EMC, but business is business. EMC's problem is that it can only issue 25% of its stock without shareholder approval, which makes financing at current prices to solve the problem impossible. As usual the tire-kickers are lurking in the background hoping Lupien et al will acquire the property and flip it to them for a modest markup. I'm working on a speculative DCF which I'll publish next week, so this is
    a heads up to KRO members who already understand the nature of the scandium story and its potential. It is high risk, but if it were not you would not have a $9 billion deposit with an $800 rock value available for $5 million."

    I print the above as a testament to J. Kaisers's research
    and guidance. Anyone interested in the junior miner market & investing should take a look at his good work.
    Apr 6 01:33 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Although high risk, EMC Metals is a pure scandium play.
    It's a Canadian company. It owns 50% and hopefully soon 100% of an eight billion dollar deposit of scandium in Australia.
    Currently, it has a 5 million dollar market cap.
    Potential problems are raising money since it has such a low market cap and the current junior miner bear market.
    Apr 5 08:25 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    I hope Mr. McComb is correct. Makes sense to me, but I definitely want Lynas to succeed.
    Mar 28 10:06 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Tasman nears 52 week high. Most other rare earth miners flat or near 52 week lows i.e.. AVL,QRM,LYC, MCP

    Wonder if some big money is betting on TAS?
    Mar 23 03:59 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    More money coming to Northern Minerals. Another 16 million shares issued. The Chinese conglomerate Conglin international still heavily involved.
    I like NTU, it just seems they are heavily diluting the share base...
    http://bit.ly/OE3U0c
    Mar 21 07:33 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, September 12, 2013 [View instapost]
    Gareth, thanks for sharing your views on the matter.

    Are you hopeful that Quest Rare Metals and others near Quebec can succeed given your start-up of Innovation Metals?
    Mar 16 05:06 PM | 2 Likes Like |Link to Comment
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