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lew69sd

lew69sd
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  • China sets its H1 2013 export quota for rare earth resources at 15.5K metric tons to be split among 24 domestic producers. The quota is not always met due to weak global demand; China exported only ~13K metric tons of rare earth ores, metals and compounds in the first 11 months of this year, less than half the full-year 2012 quota. [View news story]
    I have also heard stockpiles and ree inventories are running low.
    Dec 28, 2012. 11:50 PM | Likes Like |Link to Comment
  • BOOM! Goes The Molycorp: Avoiding 'Manic' Stocks [View article]
    I believe MCP will see 15 sometime in 2013. Very few investments have this kind of up +50% move potential.
    Dec 26, 2012. 12:32 PM | 1 Like Like |Link to Comment
  • A 'Rare' Opportunity [View article]
    Agree.
    Dec 22, 2012. 01:06 PM | Likes Like |Link to Comment
  • A 'Rare' Opportunity [View article]
    In the space, I'd rather own MCP. Molycorp's very high revenue growth makes this stock an easy double in 2013 if no other problems arise.
    Dec 21, 2012. 06:01 PM | 1 Like Like |Link to Comment
  • Molycorp (MCP +0.8%) is initiated with a Neutral rating at Goldman Sachs, which says its positive view on growing leverage to higher-value, downstream products and potential share gains in China is balanced by management uncertainty and execution risk ahead of a big capacity ramp in 2013. [View news story]
    spam from an idiot.
    Dec 17, 2012. 12:42 PM | 1 Like Like |Link to Comment
  • Molycorp (MCP +0.8%) is initiated with a Neutral rating at Goldman Sachs, which says its positive view on growing leverage to higher-value, downstream products and potential share gains in China is balanced by management uncertainty and execution risk ahead of a big capacity ramp in 2013. [View news story]
    Goldman setting itself up for an eventual upgrade of MCP sometime in 2013. "Potential share gains" is the key comment.
    Dec 17, 2012. 12:42 PM | Likes Like |Link to Comment
  • The Only Way To Own Molycorp [View article]
    Very good points. Excellent post.
    Dec 14, 2012. 11:05 AM | Likes Like |Link to Comment
  • The Only Way To Own Molycorp [View article]
    There is another very obvious way to buy MCP that for some clueless reason this author fails to mention. Buy the call options! $MCP could easily trade up to 15 or 20 in 2013...the revenue is there. They just need to turn the revenue into profits.
    Dec 12, 2012. 05:41 PM | 1 Like Like |Link to Comment
  • Despite the immediate negative reaction to the ouster of Molycorp (MCP) CEO Mark Smith - shares -5.5% premarket - investors may come around to a more positive view. Smith "had lost credibility" with constituents, shareholders, potential investors and analysts, a J.P. Morgan analyst says; "his ability to deal with the financials of an emerging company appeared to overwhelm him at times," says another. [View news story]
    MCP is dangerous.
    Dec 12, 2012. 11:55 AM | Likes Like |Link to Comment
  • Conspicuously absent from Mark Smith's resignation announcement was any mention of the SEC investigation over the accuracy of Molycorp's (MCP) disclosures. The take from 24/7's Jon Ogg: "To announce that a CEO has left the company with no explanation in the midst of a regulatory investigation is not in good taste at all. It could even be alarming." MCP -5.3% AH. [View news story]
    Molycorp CEO Mark Smith is a scumbag. To leave a company like this, while under SEC investigation, is deplorable. Mark Smith drove this company into the dirt, and now he is jumping ship. If the SEC finds anything, I hope they throw his ass in jail.
    Dec 11, 2012. 05:28 PM | 4 Likes Like |Link to Comment
  • Molycorp (MCP +15.7%) soars, taking the rest of the rare earth sector with it (AVL +6.2%, REE +11%, REMX +1.7%). Traders describe the move as the continuation of a short squeeze in Molycorp - whose shares dropped below 6 in mid-November after being in the mid-30s 7 months earlier. Adding fuel is a report Interactive Brokers has said there is insufficient stock available for short sales. [View news story]
    MCP to tha moon!
    Dec 10, 2012. 12:09 PM | 2 Likes Like |Link to Comment
  • Molycorp: CEO Confidence In Light Of SEC Action? [View article]
    Molycorp's revenue was $200 million last quarter. Last quarter, not last year. Molycorp the company is now only valued at just $900 million. $200m revenue vs $900m market cap is jaw-dropping. If you have the guts, MCP stock is an amazing investment right now. Furthermore, the insider buying is very, very bullish. Furthermore, they beat earnings estimates last week, very bullish. So many owners of this stock have been burned, but this is a rare opportunity. If Molycorp keeps making $200 million in revenue every quarter, their market cap should equate to the stock hitting 15 or 20 soon. Now, with that said, if the SEC investigation turns up any illegal activities, the stock will drop like a rock. I for one have a hard time believing Molycorp was cooking the books. Therefore, I am buying here at 7.
    Nov 21, 2012. 07:32 PM | 3 Likes Like |Link to Comment
  • 3 Reasons Why Molycorp Will Not Be Acquired [View article]
    very good point.
    Sep 28, 2012. 12:55 PM | Likes Like |Link to Comment
  • Molycorp Down Nearly 11% In One Day - What Happened? [View article]
    The worst is over for MCP. The stock is clearly establishing a bottom here between 10 and 13.
    Sep 26, 2012. 03:03 PM | Likes Like |Link to Comment
  • Molycorp Down Nearly 11% In One Day - What Happened? [View article]
    I'm holding MCP long-term. This stock has a legitimate chance to double in six to twelve months; very few stocks have that potential. And with the recent heavy insider buying at $10, there seems little downside risk. One more possibility not mentioned: very real chance MCP could eventually be acquired or taken out, at much higher prices.
    This is fantastic speculative stock if you are able to handle the big swings.
    Sep 25, 2012. 05:48 PM | 1 Like Like |Link to Comment
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