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Valley Boy

Valley Boy
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  • Molycorp's Valuation Just Doesn't Make Sense [View article]
    In the Seeking Alpha website where the search box is, type in the word "tripleblack" in order to reach Tripleblack's instablog. You'll find some good discussions in that instablog about Molycorp's pricing levels as well as commentary about the prospects for other strategic metal stocks.
    Jan 24 09:49 AM | 1 Like Like |Link to Comment
  • Molycorp's Valuation Just Doesn't Make Sense [View article]
    I haven't come across any news about any environmental agitation about the mine so far. Molycorp is working on cleaning up the area while it is modernizing the facility. The necessary permits were finalized a few weeks ago. You can keep track of the permitting process and other issues by typing the word "Molycorp" in the search box within the state government website, ca.gov.
    For comparison, Molycorp's old molybdenum mine in New Mexico is undergoing cleanup efforts made by Chevron, the new owner.
    www.huffingtonpost.com...
    Jan 24 09:03 AM | Likes Like |Link to Comment
  • U.S. Fiscal Situation: The Unsustainable Meets the Irresistible [View article]
    We were able to swing the payments back then because we were not crimped by globalism during that period. We had an outsized share of the world's trade, manufacturing and stored wealth due to prior military circumstances and economic acumen. Also, the colonies were not independent yet so they were not yet in a position to ask for their fair share of the global economy.
    Jan 23 11:00 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator - January 20, 2011 [View instapost]
    That seems about right to me. I'm sure it is going to be a slow, painful process.
    Jan 23 10:45 AM | 2 Likes Like |Link to Comment
  • Molycorp's Valuation Just Doesn't Make Sense [View article]
    Don't let a good crisis go to waste, amigo.
    I suggest buying Molycorp and a few other rare earth stocks and strategic metal stocks on this dip and the next dip for future happy returns.
    Jan 23 10:40 AM | 5 Likes Like |Link to Comment
  • Curing America's Triple-Deficit Syndrome: Part 1 [View article]
    "What was the Administration thinking all these years?"
    It was fooling around with Modern Monetary Theory or Chartalism.
    Jan 23 10:35 AM | 2 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator - January 20, 2011 [View instapost]
    Let us hope that the powers that be are serious.
    seekingalpha.com/insta...
    Jan 23 10:20 AM | 2 Likes Like |Link to Comment
  • America Expects Someone Else to Solve its Rare Earth Element Vulnerability [View instapost]
    We need to involve the chemical manufacturers in rare earth refining.
    By taking a look at the American Chemical Society website, there are a huge number of publications regarding green chemistry including the usage of rare earth compounds. Type in the phrase "rare earth" in the search box within the ACS website, pubs.acs.org, to get a good idea of what chemists could accomplish for the young rare earths industry.
    Jan 23 12:32 AM | Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator - January 20, 2011 [View instapost]
    I had read that Molycorp might have been interested in acquiring Great Western from a year or so ago by reading some blogs. I had vaguely wondered why that didn't happen since it seems logical to do so on the face on it. It must have something to do with politics, I guess. Or maybe it has something to do with the fact that Great Western's responsibilities are now so far flung that it might hinder their vertical integration efforts somewhat. Or maybe they were only interested in a possible joint venture about the Deep Sands project with Great Western.
    It seems that Molycorp is very interested in the political situation. It almost sounds like they might scoop up some private firms in order to forestall too much competition from developing in the future.
    www.bloomberg.com/news...
    Oh, well, it seems all we can do is invest some money and wait and see.
    Jan 22 01:55 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator - January 20, 2011 [View instapost]
    A wild thought occurred to me, too.
    Maybe the Molycorp management, now that it has some capital to play with so long as it stays intact after the lockup phase, is thinking along the lines of trying to acquire the private U.S. Rare Earths, Inc., usrareearths.com. That would be cheaper than trying to buy out Great Western, I would guess.
    If so, they would be interested in USRE's heavy rare earth deposit in the Bitteroot Mountains on the Idaho-Montana border. I'm wondering if a private corporation would actually have the money to develop that deposit into an independent mine given current capital requirements. That deposit is associated with thorium. The thorium could be shipped down the highway to store at the Idaho National Laboratory run by the U.S. Department of Energy.
    It sure would be interesting to follow Molycorp's maneuvers whatever they may be.
    Jan 21 07:02 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator - January 20, 2011 [View instapost]
    This looks like the link.
    www.resourceintelligen...
    Arafura looks interesting to me. As luck would have it, their flagship Nolans Bore mining property is only a few miles away from the Adelaide- Darwin Railway not far from the regional commercial hub of Alice Springs. Their mine looks easily exploitable. The concentrates will be easily shipped down the railroad to Whyalla for processing and global delivery provided the final permits are granted.
    Jan 21 09:56 AM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator for January 18, 2011 [View instapost]
    Money Show is now saying the rare earth stocks are set to go back up.
    www.moneyshow.com/trad...
    Jan 20 05:01 PM | 3 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator for January 18, 2011 [View instapost]
    They seem excited about finding gallium, germanium, indium, and tellurium in the Colorado Rockies, in addition to selenium and lithium in the basins. They figure that they will easily find more silver associated with the old zinc mines scattered throughout the mountains.
    The passage which caught my eye mentions that U.S. Rare Earths Inc. of Salt Lake City is planning on forming a new company called Colorado Rare Earths.
    This sounds like it certainly is enough to add to my pile of items to read. I'm currently in the throes of reading about mineral rich Western Utah, where I've visited in the past, in the Utah Geological Survey website.
    Jan 19 07:30 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator for January 18, 2011 [View instapost]
    I just read an interesting article in the Denver Post regarding the possibilities for rare earth mining in Colorado. The Colorado Geological Survey is telling the paper that there are good possibilities for finding rare earths in the mountains near Steamboat Springs, Canon City and Gunnison. It seems like geologists are serious about scouring the Colorado Rockies for new rare earth finds.
    www.denverpost.com/new...
    The article would need to compared to the U.S. Geological report on Colorado rare earths.
    pubs.usgs.gov/sir/2010...
    Colorado is the home of Rep. Mike Coffman. He took an early leadership interest in a rare earths in the last Congress. He is saying that he will try a similar effort in this new Congress.
    coffman.house.gov/inde...
    Colorado is also the home headquarters of rare earths leader Molycorp, MCP, who is getting strict attention about its stock price.
    Jan 19 07:09 PM | 4 Likes Like |Link to Comment
  • The Chinese Yuan, Rare Earths and the Selection of Critical Mining Projects [View article]
    There will be more Chinese investment and joint venture efforts with metal miners outside of China in the future including the rare earth explorers and miners.
    One interesting example is given by China Yunnan Copper Australia Ltd., CYU on the Australian Stock Exchange. It owns copper mining projects in Yunnan and Chile in addition to its copper, gold, cobalt, uranium and heavy rare earth sites in Australia.
    Jan 19 12:13 AM | 3 Likes Like |Link to Comment
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