Tekton

Strategic & Critical Metals in Washington, DC.

I too will be looking forward to your other videos, Jack.
I will mention to the other posters here that gwmg.ca/ 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.

How to Play the Next Great Bull - Matt McCall

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.

How to Play the Next Great Bull - Matt McCall

Though I have been investing in junior miners in Gold/Silver , and REE's, in this case, I will buy some silver metal.

How to Play the Next Great Bull - Matt McCall

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.

How to Play the Next Great Bull - Matt McCall

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?

How to Play the Next Great Bull - Matt McCall

Unbelievable.

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.

Rare Metals Investment News Updates, Today's Edition (RareMINUTES) 050709 NEODYMIUM

Well, that all changed, didn't it? the aussies shot down the Lynas deal and at least one other. Now it appears the Canadians are clearly out front, especially Great Western.

The Rare Earth Security of Supply Crisis in Simplified Form

Now the Lynas deal is kaputt. Probably the same will happen to ARAF as happened to another small miner: quashed for security/defense reasons. GWMGF (scottrade) is still trading in the low thirties, and probably a steal. QSURF (Quest Uranium) around 2.80 and UCORE in the .80's. Jack's list of REE miners is very helpful and I'd suggest you list them all on your "watch" list. Also, these miners are looking for processing facilities and whoever has the technology to build these plants is going to boom right along with them for the next couple years.
By the way Jack, who is most likely to fill the role of North American Process Facility owners/contractors?

Solar: Energy's New Growth Sector

Reading this article, and the subsequent posts, makes me realize how conservative in practice investors and columnists are addressing the alternative energy industry. Solar has taken a hit, but it will recover, brilliantly. Continuing technological advances will improve efficiencies and longevity. Contrary to what bartpr says above, it is no more difficult to call than a one horse race. The myriad forms of Solar and non polluting alternatives like wind,tidal, geothermal, geo/heat pump, and biomass energy generation are obvious. So why do I continually see only four or five names associated with these industries?
If you are the least bit cognizant of the explosion of technologies and innovative materials in this world, you must realize that this is yet another industry sector where the little guy really can come up with the backyard/shadetree/garage discovery that changes the world. Save some investment money for these little longshot companies. Seeing that they survive and prosper is the best hedge against seeing sun and wind fall into the same monopolistic system of energy production and distribution that we are currently seeking to extricate ourselves from.

Is a Crash Impending?

Karl's comments about the banks' public misdirection of investment advices while they're accumulating stocks is right on the money. I have adopted the same strategy in the market as I have long employed when listening to the news: I assume I am being told precisely the opposite of the truth.

Monday Morning Gold Screed

I'll keep your name on file Brad, and check back with you in 12 months.

Gold Miners Poised to Reap Profits

NG

Santelli's Rant: A Watershed Moment?

Just another snivelling demagogue, standing amid the very institutions reponsible for the problem, with no proposed solutions. Rush and Lou and Fox are in the same boat with him. If only they would go down with the ship they're so intent on sinking. But, they're cowards who invoke the names of the founding fathers, though they themselves would have been little more than helpless pups in truly historic and desperate times, as they demonstrate right now, in their own words. And they are the first to call for the lifeboats to save their own sorry asses.

12 Reasons to Short Gold

Gold was at 1,000 today.

The Baby Doomers?

I remember, "Never trust anyone over 35".
Later, "Never trust the government"
Now, "Don't trust anyone."

The one thing that seems consistent now is that all age groups have realized just how the "Over 35, quasi-governmental, self aggrandizing ripoff artists in the finacial sector" have screwed every age group to varying degrees, for a long forseeable future.

I think hanging the term "Baby Doomers" by these two whippersnappers is simply a rejection that someone might have actually seen more, and known more than they do. Give'm 30 years and see what the think then.

You don't learn much, until after you think you knowt all.