Tekton

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.