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  • Fall Forecast: Craving Commodities [View article]
    Take a look at the TSX.V Rare Earth Elements sector. Check out Rare Metal Blog or Jack Lifton's Tech Metal Research.

    It's well worth your time.
    Sep 26, 2010. 08:25 PM | 1 Like Like |Link to Comment
  • The Chinese Government's Approach to the Real Crisis Involved in the Production in China of the Rare Earths [View instapost]
    With the SA mining permit apparently now in hand, I sincerely hope that GWG management will focus all their efforts in cracking the Steenkampskraal metallurgy and getting this operation begun using the existing stockpiles which comprise 7,000 MT TREO. This alone is enough to provide at least two years' supply for their own uses. The givens of 8-9% TREO above ground, 17% TREO below ground, and some historic random samples at 45% TREO, mandate that they need to move NOW, even while the feasibility study is in process, if they hope to be ready for market in two years.

    I am of the opinion they should first beneficiate 100 tons (5-6 tons net TREO) or so of the stockpiles into concentrate, get it in the international refinery pipeline, and derive some tangible results as far as recovery values, costs, and establishing their initial completion of their mine to market plan. It seems this phase can, and perhaps, should be completed before they invest 30 million + in a new pilot facility. And, incidentally, I would also hope that they would site their new facilities in Canada or somewhere in North America.
    Jun 12, 2010. 12:40 PM | 2 Likes Like |Link to Comment
  • Beijing Cramps Foreign Wind Power Firms [View article]
    Will this have any effect on the US. other than further alienating any investments in reindustrializing this country? Probably not. And apparently the idea of actually investing in the industry, labor, and infrastructure of the USA is either not a topic for discussion, or is simply off the table.
    Feb 23, 2010. 02:31 PM | 3 Likes Like |Link to Comment
  • Lithium-ion Batteries Are Still Not Ready for Prime Time [View article]
    There's another battery article posted today on Rare Metal Blog. John might want to read and comment on this one as well. It's apparent that the energy storage issue is coming to fore much like the Rare Earth Elements subject, which is natural since they are closely linked in some aspects.
    Feb 10, 2010. 02:35 PM | Likes Like |Link to Comment
  • Energy Storage Stocks: Destined for Great Things [View article]
    Thanks for your comments Jon. I have been waiting to see these "green" industries reemerge in the US since 1980 when Reagan gutted the entire alternative energy movement and returned us to a fossil based economy. REEs have emerged as the essential materials for the new technologies, and with the world now moving rapidly towards efficiency, I agree wholeheartedly that this space can become an ugly, albeit profitable, battleground in the not too distant future. Similarly, I have found in Jack's approach, an intelligent and circumspective pragmatism that points in a positive and progressive direction, which I find most appealing.
    I guess that's one of the things I like about these REE blogs is that they are populated by people who have been around for a few decades, and who have acquired an aesthetic and intellect which I find sorely delinquent in much of the blogosphere. So keep up the good words.
    Feb 1, 2010. 09:30 AM | Likes Like |Link to Comment
  • Energy Storage Stocks: Destined for Great Things [View article]
    The markets have not shared your optimism ,or that of the Davos survey, in these stocks over the past couple years. Altaire, Beacon, HEV, and a few others I have followed, investing in some, have steadily declined. Beyond the known economic problems do you think that this is also a result of the "short term returns" problem the "strange environmentalist" was talking about? And, do you think a turnaround, possibly dramatic, is likely for these companies?
    I've been following your comments on Jack Lifton's website, and I'm curious of your opinion of the prospects of the space and industries surrounding Rare Earth Elements that underlie many of these high tech innovations. As you have noted on his recent article, Jack has had a laser focus on this space and its critical nexus of refining the materials. I think he also has a well thought out analysis/prescription for moving all these energy issues into the future, though it unfortunately relies on common sense and bureaucratic fortitude. Though you may disagree with eventual efficacy of battery/energy storage or electric vehicles, would you deny the impact that REEs have had, and may have on future innovations in energy efficiency in electric motors, wind/tidal generators, or other non fossil forms of energy? How do those carbon footprints and economic viabilities pan out in your opinion?
    Jan 31, 2010. 11:34 PM | Likes Like |Link to Comment
  • Here It Comes: Consider Yourself Warned [View article]
    Well, back to the subject at hand.
    The subject of imminent collapse has been proferred by Peter Schiff, Marc Faber and others for some time, predicated pretty much on the same points made in the above article: money printing, historical data, and just flat out stupid, politically motivated economic policy since 1980.
    So, where do you put your money? Commodities stocks? Schiff says precious metals. Bullion and coins? I like the microcap sector of Rare Earth Metals since it is an over-demand, under-supply commodity sector which underlies all our technology.
    But , is anywhere safe?
    Jan 8, 2010. 04:05 PM | 3 Likes Like |Link to Comment
  • Commodity Forecast for 2010, 2011 [View article]
    Expectedly, one commodity group, essential to all electronics and high tech economies, is off the the radar. It is remarkable that the impending shortage of the new precious metals of the 21st Century, Rare Earth Elements, has scarcely been mentioned in any venues but mining. If there is one commodity group that will see unprecedented expansion in the next 5 years, it will be in this space.
    Dec 15, 2009. 08:49 AM | 2 Likes Like |Link to Comment
  • Underpriced Rare Earth Metals From China Have Created A Supply Crisis [View instapost]
    I am hopeful that the rise in prices will enable our North American companies in building value added businesses here on this continent. As supplies shrink and prices increase, the demand may well be met, for a time, by exporting ores and concentrates, while new income streams to support , long term, more efficient, and environmentally sensitive supply lines are constructed and established. There is no doubt our continued technolgical advances will depend on Rare Earth Elements for a long time to come. We must plan accordingly.
    Dec 7, 2009. 09:28 AM | Likes Like |Link to Comment
  • Strategic & Critical Metals in Washington, DC. [View instapost]
    I too will be looking forward to your other videos, Jack.
    I will mention to the other posters here that has these videos as well as one from Great Western's CEO, Gary Billingsley, that is well worth watching. If there's an industry leader, it's Great Western Minerals Group, and for a few very, very good reasons. Listen closely, and you'll hear why no other REE company is even close.
    Oct 29, 2009. 01:18 PM | Likes Like |Link to Comment
  • How to Play the Next Great Bull - Matt McCall [View article]
    Not so much Alberta. AGT was working a polymetal mine but closed it down early this year. Most others like Zortman and Pegasus bellied up and left a big mess. Stillwater Mine(SWC) is still producing PGMs.
    Idaho is still a big silver producer.
    Oct 18, 2009. 09:35 PM | Likes Like |Link to Comment
  • How to Play the Next Great Bull - Matt McCall [View article]
    Though I have been investing in junior miners in Gold/Silver , and REE's, in this case, I will buy some silver metal.
    Oct 18, 2009. 03:37 PM | 1 Like Like |Link to Comment
  • How to Play the Next Great Bull - Matt McCall [View article]
    When gold was at $850 in the 80's, silver was at $40 (the Hunt brothers had something to do with that) . That would put gold at roughly $1200-1400 in today's money, and silver in the 50's or 60's. Silver is around $18 today, which could give it some long legs.
    Oct 18, 2009. 03:19 PM | Likes Like |Link to Comment
  • How to Play the Next Great Bull - Matt McCall [View article]
    Max 401, you made the same point. The forseeable future is whatever the time frame to work out the problems with the lithium battery, and secure a dependable, economically feasible supply of lithium. Meanwhile the nickel batteries can be augmented and further improved.
    "But neither of these problems seems insurmountable, as Toyota estimates lithium-ion batteries might be used in the Prius in as little as two or three years. For now, however, Toyota stands by the durability of its NiMH battery packs. And it doesn't plan on selling many replacements any time soon.
    Agreed none of these problems are insurmountable, and I would consider the "two or three years " you mention to be the forseeable future considering how rapidly these technologies change. The whole physical configuration of electric motors is being redesigned so the motors require less of the rare earths and simultaneously get lighter and more powerful.
    If it sounded like a rant, it's just that in reading the interview I got a distinct impression of uninformed advice, especially when trying to look 10 years into the future. Didn't we hear similar rosy comments this time last year,walkng right into the teeth of a complete meltdown only weeks away?
    Oct 17, 2009. 06:10 PM | 1 Like Like |Link to Comment
  • How to Play the Next Great Bull - Matt McCall [View article]

    1. This guy is talking about Lithium Ion, and Toyota has already made it quite clear that they will stay with the Ni batteries for the forseeable future because of the advances made with being able to clean the internal buildups, and the much lower price of production and reliability than that of Lithium.

    2. Not a word about the biggest bull market already in ascent, Rare Earth Elements. This is so last year.

    3. All the REE producers are either already mining or have the properties to mine gold, silver, tin, copper, lead, zinc ,and they are all Junior Miners. They won't be for long as the largest miners on the planet know full well that Rare Earths are absolutely essential to technology , and they will soon gobble up all the juniors they can.

    This is the kind of "foresight" that keeps investors always one step behind the curve.
    Oct 17, 2009. 10:59 AM | 4 Likes Like |Link to Comment