Tekton's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/290135/comments http://seekingalpha.com/article/227013/comments?source=feed#comment-1228353 1228353 treo.typepad.com/rarem...
techmetalsreseardh.com

It's well worth your time.]]> Sun, 26 Sep 2010 20:25:53 -0400 treo.typepad.com/rarem...
techmetalsreseardh.com

It's well worth your time.]]> http://seekingalpha.com/instablog/65370-jack-lifton/74863-the-chinese-government-s-approach-to-the-real-crisis-involved-in-the-production-in-china-of-the-rare-earths?source=feed#comment-1064003 1064003
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. ]]> Sat, 12 Jun 2010 12:40:21 -0400
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. ]]> http://seekingalpha.com/article/189877/comments?source=feed#comment-910267 910267 Wonderful.]]> Tue, 23 Feb 2010 14:31:39 -0500 Wonderful.]]> http://seekingalpha.com/article/186910/comments?source=feed#comment-891575 891575 Wed, 10 Feb 2010 14:35:02 -0500 http://seekingalpha.com/article/185380/comments?source=feed#comment-876850 876850 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.]]> Mon, 01 Feb 2010 09:30:28 -0500 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.]]> http://seekingalpha.com/article/185380/comments?source=feed#comment-876497 876497 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?]]> Sun, 31 Jan 2010 23:34:45 -0500 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?]]> http://seekingalpha.com/article/181488/comments?source=feed#comment-840839 840839 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?]]> Fri, 08 Jan 2010 16:05:45 -0500 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?]]> http://seekingalpha.com/article/178037/comments?source=feed#comment-806276 806276 Tue, 15 Dec 2009 08:49:36 -0500 http://seekingalpha.com/instablog/65370-jack-lifton/38620-underpriced-rare-earth-metals-from-china-have-created-a-supply-crisis?source=feed#comment-794040 794040 Mon, 07 Dec 2009 09:28:13 -0500 http://seekingalpha.com/instablog/65370-jack-lifton/32998-strategic-critical-metals-in-washington-dc?source=feed#comment-735788 735788 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.]]> Thu, 29 Oct 2009 13:18:05 -0400 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.]]> http://seekingalpha.com/article/167021/comments?source=feed#comment-719986 719986 SWC) is still producing PGMs.
Idaho is still a big silver producer.]]> Sun, 18 Oct 2009 21:35:51 -0400 SWC) is still producing PGMs.
Idaho is still a big silver producer.]]> http://seekingalpha.com/article/167021/comments?source=feed#comment-719634 719634 Sun, 18 Oct 2009 15:37:09 -0400 http://seekingalpha.com/article/167021/comments?source=feed#comment-719619 719619 Sun, 18 Oct 2009 15:19:10 -0400 http://seekingalpha.com/article/167021/comments?source=feed#comment-718828 718828 "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?]]> Sat, 17 Oct 2009 18:10:57 -0400 "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?]]> http://seekingalpha.com/article/167021/comments?source=feed#comment-718511 718511
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.]]> Sat, 17 Oct 2009 10:59:52 -0400
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.]]> http://seekingalpha.com/instablog/65370-jack-lifton/3363-rare-metals-investment-news-updates-today-s-edition-rareminutes-050709-neodymium?source=feed#comment-693468 693468 Sun, 27 Sep 2009 17:49:47 -0400 http://seekingalpha.com/instablog/65370-jack-lifton/25955-the-rare-earth-security-of-supply-crisis-in-simplified-form?source=feed#comment-691514 691514 By the way Jack, who is most likely to fill the role of North American Process Facility owners/contractors?]]> Fri, 25 Sep 2009 19:55:01 -0400 By the way Jack, who is most likely to fill the role of North American Process Facility owners/contractors?]]> http://seekingalpha.com/article/162080/comments?source=feed#comment-683360 683360 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.]]> Sat, 19 Sep 2009 09:36:43 -0400 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.]]> http://seekingalpha.com/article/159200/comments?source=feed#comment-656120 656120 Tue, 01 Sep 2009 09:39:13 -0400 http://seekingalpha.com/article/136998/comments?source=feed#comment-501381 501381 Tue, 12 May 2009 21:42:26 -0400 http://seekingalpha.com/article/137109/comments?source=feed#comment-501374 501374 Tue, 12 May 2009 21:35:49 -0400 http://seekingalpha.com/article/121688/comments?source=feed#comment-397630 397630 Sat, 21 Feb 2009 09:39:25 -0500 http://seekingalpha.com/article/120007/comments?source=feed#comment-397227 397227 Fri, 20 Feb 2009 18:40:19 -0500 http://seekingalpha.com/article/116811/comments?source=feed#comment-368913 368913 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.]]> Wed, 28 Jan 2009 13:54:56 -0500 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.]]> http://seekingalpha.com/article/116299/comments?source=feed#comment-365575 365575 Sun, 25 Jan 2009 11:21:18 -0500 http://seekingalpha.com/article/112960/comments?source=feed#comment-345323 345323 It won't cure the current crisis, but it may provide some food for thought in the future. "Hey remember that Madoff guy from 10 years ago? Yeah he died in prison today."]]> Sun, 04 Jan 2009 10:40:47 -0500 It won't cure the current crisis, but it may provide some food for thought in the future. "Hey remember that Madoff guy from 10 years ago? Yeah he died in prison today."]]> http://seekingalpha.com/article/112982/comments?source=feed#comment-344787 344787 Sat, 03 Jan 2009 09:06:27 -0500 http://seekingalpha.com/article/111408/comments?source=feed#comment-333167 333167 Thu, 18 Dec 2008 12:02:44 -0500 http://seekingalpha.com/article/68402/comments?source=feed#comment-296285 296285 Maybe it worked when it got down to about 30 cents a share. This week it's about .74 on news that the Utah Geothermal plant opened up. ]]> Sun, 02 Nov 2008 10:28:33 -0500 Maybe it worked when it got down to about 30 cents a share. This week it's about .74 on news that the Utah Geothermal plant opened up. ]]>