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  • Molycorp Is Worth $1.35 Per Share [View article]
    Any company is based in market conditions, at the moment nothing in the REE market justifies a "best" case scenario, the are burning cash as a F-16 in the middle of Siberia, new competitors will arrive into the market with new mines in Kazakhstan, China, etc.

    They depend in the lowest part of the supply chain so they support a lot of price pressure, technology is optimizing the use of valuable resources in the electronic industry and REE´s are not the exception, MCP has to comply with rules (costs) that competitors don´t have to, the project was a financial opportunistic product from day 1 in a moment where "strategic" and "embargo" of REE´s was trendy and so on....

    Tell me where is the "average" scenario.

    I´m not a investor in any MCP stock or straddle.
    Aug 22 01:16 PM | Likes Like |Link to Comment
  • Molycorp Is Worth $1.35 Per Share [View article]
    Base in your article a decent short is still viable? or risk of Chapter 11 is imminent?
    Aug 22 12:51 PM | Likes Like |Link to Comment
  • Molycorp: Sans Oaktree Financing, Q1 2015 Bankruptcy Likely [View article]
    For reasons i don´t understand, MCP has a lot of emotional investors as AAPL, TSLA etc.

    The company is a scam from day 1.
    Aug 22 12:46 PM | Likes Like |Link to Comment
  • Molycorp: Sans Oaktree Financing, Q1 2015 Bankruptcy Likely [View article]
    Being a miner nowadays is not easy, specially when you have a extensive mining operation where you extract many different metals in microscopic amount per metric ton.

    MCP will be a financial operation from day 1 to the end, chapter 11 is more than a 50% possibility right now....is not worth to short it
    Aug 21 11:37 AM | Likes Like |Link to Comment
  • Molycorp: 3 Reasons To Take A $126MM Goodwill Write-Off Now [View article]
    Sorry but what I can say is that hysterical are the ones investing in this company using a false reasoning:

    Rare metals are "strategic" (*), most of the mines are in China...Molycorp is the only company in U.S....voilá, a de facto monopoly, that means it "should" be a wonderful business.

    None of the 17 rare metals is at risk, Molycorp ancient company was in chapter 11 ...because a problem of cost and prices, that is today as it was 10 years ago.

    (*) Strategic means that U.S government has "strategic" reserves of most of the rare metals to secure Pentagon requirements.

    Mr. Lifton in this article comments about how the patent problem is not affecting MCP business, but the fact is that it already it had lost 96% of the value since 2011....that is hysterical.

    Rgds
    Aug 11 02:05 PM | Likes Like |Link to Comment
  • An End To Our Relationship With Yahoo, A New Era For Equity Research [View article]
    Mr. Hofmann;

    Agree Yahoo is a click controlled entity but, your movement is the right one?...don't think so, paying for articles and paying for clicks without a proper previous selection of authors and quality will be very dangerous for SA.

    You are thinking in first world logic which is not valid in 2/3 of the world , time will prove it, SA will be full of crap.

    Best Regards
    Aug 3 04:13 PM | Likes Like |Link to Comment
  • Alaska Communications' Stock Is A Bargain At $85 Million [View article]
    Is the same way of this:

    http://seekingalpha.co...

    As you can see there was a writer with just one article written like this, anonymous like this, style is the same....perhaps is the same guy with a very personal expectation when writing the article. At that time the price went 50% lower let´s see now.

    For me is a "handle with care" article, and has been reading SA for long time.

    Rgds.
    Jul 31 03:29 PM | Likes Like |Link to Comment
  • Alaska Communications' Stock Is A Bargain At $85 Million [View article]
    So the past is not important?.....

    Who are you to recommend something in your first article (under that name)?. I´m sure you are short.

    You are being reported to SA editor
    Jul 30 11:30 AM | Likes Like |Link to Comment
  • Molycorp: Worst Fears Materializing As China Plans Challenge To Expiry Of Neo Patents [View article]
    Sorry, I´m not a martyr, I´m here to make money not to back wills.

    The only ones who made money in MCP were the bankers who backed the IPO in the best moment ( for them), after that ....no way.
    Jul 30 11:16 AM | Likes Like |Link to Comment
  • Molycorp: Worst Fears Materializing As China Plans Challenge To Expiry Of Neo Patents [View article]
    As usual Jack you are the reference in this enclosed world of REE.
    Anyway, "perception" and reaction is as SE, this is not helping MCP.

    Rgds.
    Jul 30 07:40 AM | 1 Like Like |Link to Comment
  • Molycorp: 3 Reasons To Take A $126MM Goodwill Write-Off Now [View article]
    It seems that MCP is going straight into a new chapter 11

    http://bloom.bg/UIcLAh
    Jul 29 06:55 AM | Likes Like |Link to Comment
  • What Now For Molycorp? [View article]
    Whatever is coming is not good for the small investor, it had never be, dilution, loss of investment and uncertain future is what lies ahead.

    Even the Chileans now found themselves as the biggest holders, they will not allow a contamination of their healthy mining operation with MCP so the paper is not viable for a short due dilution risk

    Rgds
    Jul 24 01:47 PM | 1 Like Like |Link to Comment
  • Is Molycorp Bottoming? [View article]
    It never was a investment, the basic conditions why previous owners of the California mine closed are still the same:

    China has a lot of small operations running...but Mongolia and other strange names countries too.

    China has the biggest mines and controls supplies and even so can´t stop price decline, if the "chinese danger" could be true prices of rares should be up not down as they are today.

    So, here the really smart guys are the ones who bought the original California mine assets for pennies, packaged it in a new "strategic materials" company with a IPO that multipled by 10,000 what they invested....end of the story.
    Jul 19 12:47 PM | 1 Like Like |Link to Comment
  • Gazprom Looks Incredibly Undervalued Despite Sanctions On Russia [View article]
    well, agree with your point of view, we are here to make money investing in companies, there are a lot a US companies who cheat, lie, create social problems and exploit workers, so no big deal.

    Just the last chinese deal of 400 Billions during the next 20 years justify the valuation.. in addition to that, Gazprom in investing in Western companies all world around, a gas terminal in U.K, another one in Italy, in Germany buying retail business etc.

    Rgds
    Jul 16 12:48 PM | Likes Like |Link to Comment
  • American Investors Should Not Ignore This Car Company [View article]
    Ford is designing cars that can be sold in the World, not in the U.S. is a much safer bet that expecting to have profit in a segment where German brands are dominant.

    Ford is having a good profit selling medium size loaded cars in Europe or Latin America and doing it fine with good quality and market acceptance.

    They will still be selling the 3 tons F150´s but that is sold only in the U.S
    Jun 23 11:19 AM | Likes Like |Link to Comment
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