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tripleblack

tripleblack
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  • Quick Chat #281 June 1 2015 [View instapost]
    New chat here http://seekingalpha.co...
    Jul 28, 2015. 11:55 AM | 4 Likes Like |Link to Comment
  • Quick Chat #281 June 1 2015 [View instapost]
    Family of 6 foxes have moved into my backyard. 4 kits and their parents. Den under my storage shed. We saw river otters in our stream again, followed by a blue heron. Two pairs of owls are nesting, one at the adjoining lake, the other in a huge beech tree next to the creek. Cooper's hawks nesting in the big pine at one corner of our property...

    Wood peckers galore, including brief visit by a male pleated.
    Jun 2, 2015. 10:39 AM | 11 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    New chat here http://seekingalpha.co...
    Jun 2, 2015. 10:23 AM | 5 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    Marshal is a US protectorate, sort of...

    We handle their security and defense, and support their social services.

    Surrogate target for us.
    Apr 29, 2015. 07:00 AM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    News just out that Iran has seized US freighter.

    Multiple sources, but it's very early.
    Apr 28, 2015. 02:38 PM | 2 Likes Like |Link to Comment
  • QuickChat #280, April 16, 2015 [View instapost]
    It's true. He wants to make hay while the sun is still shining...

    It will require about two years for the plans laid and executed recently to mature, but only if he starts now. Longer term he would be in a time crunch if he waited any longer.

    We should not be surprised if one of his motivations was the prospect of Iran developing nukes, which he does not want. The recent American moves to allow Iran to achieve nukes may be pushing him to move just a little earlier than he had to, but not by much.
    Apr 27, 2015. 09:17 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Single source numbers share the same problems as single source suppliers. Trust is problem number 1.
    Apr 23, 2015. 06:37 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Not good news for Lynas, of course. JPM out with an "its overdone" headline, they expect Siemens to play the field rather than tie to long term commitments. They are probably correct, since MCP is unlikely to have much supply available for most of the heavier end of the REE spectrum...

    Still, it is likely to put a damper on Lynas.

    Restructuring of MCP (and Lynas as well) is still very much in the cards, and probably some time over the next 12 months.
    Apr 16, 2015. 10:04 AM | 4 Likes Like |Link to Comment
  • Quickchat #279, March 19, 2015 [View instapost]
    New QC here: http://seekingalpha.co...
    Apr 16, 2015. 09:59 AM | 3 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    New Quickchat: http://seekingalpha.co...
    Mar 19, 2015. 09:45 AM | 5 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Either way, "as" or "by", its a point to consider. My brother and three nephews are among the tens of millions of employees who abruptly became "independent contractors" in the construction trades when their boss encountered Obamacare regulations, for instance). The typical larger project which might have had a dozen subs (all with large numbers of employees) has changed to hundreds of subs (but no employees as such).

    I believe the number of Americans working as traditional full time employees is at an all time low, with subs and part timers at an all time high. This means that ALL such employment statistics are suspect, particularly when compared to pre-Obamacare numbers.
    Mar 17, 2015. 03:19 PM | 8 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Japanese "support" is quite schizophrenic. Japanese corporations are on both sides of the contest, with some companies operating separate divisions operating at odds with one another (assuming Japanese independence from Chinese single source problems is, indeed, the overall goal).

    I have lost faith that Japan (or the US or EU) really have an eye on this particular ball. Actions speak very loudly.
    Mar 17, 2015. 12:59 PM | 5 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Bifurcation of Lynas into separate Australian (Mount Weld) and Malay (LAMP) companies is coming. Look for sale of Lynas Malaysia to a Chinese entity, following the split.

    As has been stated here before, indeed, China wins.
    Mar 16, 2015. 02:10 PM | 4 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    MSFT is no longer firmly tethered to computer sales. In fact, I would keep an eye on their gamer business first and foremost. I don't track their games, but a good season for their consoles can compensate pretty easily for a weak overall computer sales environment. Same observation applies to Sony and Nintendo. Sony in particular depends upon game sales to compensate for the commoditization of their primary electronics business, and the risks for their non-gaming media business.
    Mar 12, 2015. 10:57 AM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 18, 2014 [View instapost]
    Scandium is still a Catch 22 situation. The theory has been (for a long time) that demand for scandium alloys would be huge AFTER "someone" invests big in establishing a reliable supply at a reasonable market price.

    "Someone" has not stepped forward as yet, and is not currently visible.
    Mar 12, 2015. 09:16 AM | 4 Likes Like |Link to Comment
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