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sparty33

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  • Could The Oil Discovery In South Australia Be A Game Changer? [View article]
    I think you might like to look at what ASX listed Central Petroleum has if you are looking for unexplored Australian basins with massive potential.

    I have held Linc and Central for several years and have followed them closely.

    Central Petroleum Limited is an ASX listed junior exploration and production company operating the largest holding of prospective onshore acreage in Australia totaling over 270,000 km2, c.70 million acres. This acreage includes permits already awarded and acreage under application with 250,000 km2 under the Petroleum Acts and 20,000 km2 under the Mining Acts mainly in the Northern Territory with smaller holdings in Western Australia, South Australia and Queensland.

    "The acreage includes the majority of the Pedirka Basin within the Northern Territory and South Australia, the majority of the Amadeus Basin in the Northern Territory, all of the known Lander Trough in the Northern Territory and approximately 25,000 km2 of the Southern Georgina Basin."

    http://bit.ly/Z74voK
    Mar 3, 2013. 07:56 AM | 5 Likes Like |Link to Comment
  • 2013: The End Of Gold's 12-Year Winning Streak [View article]
    None of the people I know here in Australia hold gold. They don't talk about it and many Australian brokers are quite biased against it. This possibly reflects our current interest rates where you can still get a positive return on your $s even after inflation.

    However I agree with the comments above that highlight Asian interest in gold and I would point out that if China is aiming to have the Yuan as a "reserve" currency then it is likely that China will buy quite a lot more as their current reserves are very small relative to their USA competition. http://bit.ly/WBVSl0
    Jan 7, 2013. 02:09 AM | 3 Likes Like |Link to Comment
  • The Lithium Industry: Will Supply Meet Demand? [View article]
    TurbOkat,
    The actual separation of the rare earths into the individual elements is the expensive and difficult part with plants like Lynas' Malaysian LAMP costing around a billion dollars. So far both MCP and LYC are not breaking even and they are the current "pick and shovel" light rare earth guys and they are having a lot of trouble competing with China on a cost basis.

    What MCP and LYC don't have is large heavy rare earth resources that are amenable to low cost mining, benefaction and separation. China will likely need almost all of the heavies they produce and this is where Canada and Australia will be able to get into the game and likely become the suppliers of choice. Australia in particular has several listed companies with very large heavy rare earth resources and a couple of these have already worked out excellent separation and refining processes or have formed partnerships with overseas companies that can do the job for them.
    Sep 6, 2014. 09:42 AM | 1 Like Like |Link to Comment
  • Gold And Silver: More Short-Term Pain? [View article]
    CAPS = yelling
    Jun 13, 2014. 09:14 AM | 1 Like Like |Link to Comment
  • The Lithium Industry: Will Supply Meet Demand? [View article]
    UBS have just published a report that would be worth reading re solar and off-grid storage. Page 55 onwards addresses LIB etc.

    "Storage is almost there – it’s the missing link for the renewable puzzle Household sized lithium battery storage is even today sold in Australia LRMC $0.70 kWh Peak grid delivered cost in Sydney is $0.50 kWh. Global forecasts are for the stationary storage market to grow 35% per year to 2020 to ~$6bn for lithium batteries alone. The increased penetration of solar is creating a massive market for storage whether at the network or household level. Storage solves the system-wide reserve issues created by solar and wind penetration but cost is currently too high"

    You'll have to contact one of their analysts to get a copy: david.leitch@ubs.com is likely a good starting point.
    May 8, 2014. 10:01 PM | 1 Like Like |Link to Comment
  • Rare Earths And The Future Success Of Junior Miners [View article]
    Australian rare earth companies with proven resources of HREE, include Alkane Resources, Greenland Energy and Minerals, Hastings Rare Metals and Lynas plus several others.

    It isn't widely recognized that Australian ASX listed companies control some of the world's largest and richest HREE deposits and that many have large co-credits.

    I am of course somewhat biased, as I own many of the above mentioned companies but come on down: Google: Australian Rare Earths
    Nov 20, 2013. 09:21 AM | 1 Like Like |Link to Comment
  • Why Light Rare Earth Metals Prices Have Furthest to Fall (Part II) [View article]
    I find it hard to get excited by MCP's long term outlook re the heavy rare earths. The world has much bigger and richer deposits of heavy REEs.

    For example: Greenland Energy and Minerals has 1,104,000 tons, Alkane Resources 168,000 and Lynas Corp 88,000 whereas MCP's Mountain Pass has 9,500 tons at a very low 0.5 ratio of light to heavy REOs.
    Sep 23, 2012. 06:26 AM | 1 Like Like |Link to Comment
  • Molycorp Is Worth $1.60 Per Share [View article]
    If Molycorp does go under what will happen to Lynas. Up or down?
    Jul 9, 2014. 01:35 AM | Likes Like |Link to Comment
  • What To Do Now With The Potash Stocks [View article]
    I can see some logic re the KCL but what about the rarer and perhaps more suited for the Asian market SOP?
    Jul 1, 2014. 10:22 PM | Likes Like |Link to Comment
  • Gold And Silver: More Short-Term Pain? [View article]
    You can probably gain insight into why I wrote "if" by visiting http://bit.ly/1qtxnHw
    Jun 11, 2014. 09:19 AM | Likes Like |Link to Comment
  • Gold And Silver: More Short-Term Pain? [View article]
    If you follow this link http://bit.ly/1l41yzK you will see why if Stephen is correct that "money supply and gold are related" we should have some silver action
    Jun 10, 2014. 09:18 AM | Likes Like |Link to Comment
  • The Lithium Industry: Will Supply Meet Demand? [View article]
    Another competitor for Lithium will be perhaps be off-grid solar energy stand alone system's batteries as well as large scale grid stabilizers. Australia is starting to trial the off-grid stand alone systems currently: "Australia will be one of the proving grounds for the world’s second largest solar energy company to test its off-grid solar energy storage, putting solar panels and lithium-ion batteries into customers’ homes in Victoria. SunPower is expected to make an official announcement on a pilot project in Australia’s second most populous state in the next two months." http://bit.ly/1jEeAI0

    There are several large scale Li based batteries for transient grid tied applications under development for example: Sanyo to build GRID STORAGE Li batteries: http://bit.ly/1jEeAI3

    If these applications prove to be successful then Lithium demand will be larger than is generally predicted.... however with increased supply pressure there will likely be an increased price signal that would allow for the world's massive resources to be developed. And if this were to happen then Australia's lithium resources would likely become economic. You can read about Australian Lithium at http://bit.ly/RvM1vp
    May 8, 2014. 09:26 AM | Likes Like |Link to Comment
  • Could The Oil Discovery In South Australia Be A Game Changer? [View article]
    Australian cities have an enormous amount of sunshine (http://bit.ly/1dtYdWM) , wind and wave energy especially when compared to many European cities. What we do not have is an established electricity storage system.

    So for the time being we will have to rely on Australia's vast gas, oil, coal and perhaps even uranium resources which by and large amount to around 25%+ of the world's resources. At the moment this continued reliance on fossil fuels reliance, is causing much angst, especially for gas as we gear up for massive LNG exportation (leaving a domestic supply gap).

    However we also have a very large share of the world's economically viable vanadium, lithium and perhaps graphite resources and as large scale electricity storage solutions will likely use these components we are well placed to solve our own energy riddle. Consequently over the next decade or two we will be in the position to export much of our "old" energy and not effect our own position.

    Linc will of course likely be center stage but it is just one of several ASX listed companies that are sitting on huge amounts of vital resources that are possible game changers. For those interested in Australian resources I suggest that you Google a number of topics: Australian rare earths, Australian lithium, Australian vanadium, Australian uranium, or take a shortcut and Google Australian Mining Shares.
    Jan 21, 2014. 08:26 PM | Likes Like |Link to Comment
  • The Fed's Last Waltz [View article]
    I wonder where the US money supply fits in all of this. I'm confused at what happens to all of the new "money" that has already been created.
    Sep 19, 2013. 09:22 AM | Likes Like |Link to Comment
  • Molycorp's Project Phoenix Rising Along With Its NPV [View article]
    " Consider this: silver is much less rare than gold, but which one has been the better investment over the last 12 months?" Perhaps a look at the amount of gold and silver available above ground might shed light on the "why".
    Mar 9, 2013. 08:12 PM | Likes Like |Link to Comment
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