Seeking Alpha


Send Message
View as an RSS Feed
View johnjd53's Comments BY TICKER:
Latest  |  Highest rated
  • Luisa Moreno: Brace Yourself For Three More Years Of Heavy Rare Earth Shortages [View article]
    The article fails to mention Maramec, another mining Co. in Canada that has a heavy deposit under evaluation. Toyota sensed their deposit(s) had enough potential that they invested in it so as to further along its development. What is Luisa Moreno's opinion of this developing source?
    May 2, 2013. 12:52 PM | Likes Like |Link to Comment
  • How Sirius Can Reach $3 [View article]
    I can afford it, but do not want many of the offerings. I can afford it because I do not waste money on unwanted things. Again I have observed that they have gone nowhere except possibly backwards in the last 10 years. Its time for them to change thinking.
    Feb 26, 2012. 12:10 PM | Likes Like |Link to Comment
  • How Sirius Can Reach $3 [View article]
    In my opinion to survive Sirus needs to modify their subscription offerings. to resemble cable/dish TV. They need to offer a small package of stations for a much reduced price. They could even exclude some or put a special charge on them if it is necessary to cover hi priced "stars" like H. Stern. I believe many would keep their connection if able to select 5 or 6 stations for 5-6/mo (billed semi annually to save billing costs). I own two cars with sirus and will not subscribe at their current rates. Value isn't there.
    Feb 25, 2012. 11:24 AM | 1 Like Like |Link to Comment
  • Rare Earths: Highly Exciting And Usually Misunderstood [View article]
    Mr. Handwerger commented on the lack of understanding of the Rare Earth story by other writers. This article demonstrates some lack of understanding on his part as well when he implies that lights are of relative little importance. He must understand that the ultimate value of each element is tied to its % occurrance in the ore body/mineral being mined and processed and the value that the other contained elements bring into the equation.
    Nov 3, 2011. 08:42 AM | Likes Like |Link to Comment
  • Goldman Sachs analysts predict a glut in rare earth supplies by 2013 as new mines open to take advantage of massive price increases. The bank's view is in direct contrast with rare earth producer Lynas (LYSCF.PK +6.9%) who says the world's major exporter (China) is on the verge of becoming a net importer. MCP -3.7%, AVL -7.0%.  [View news story]
    Goldman is partially correct in that current RE prices are not sustainable once some of the new mines come on. However, they are very shortsighted in their analysis. Firstly, many of the proposed mines will not come to fruition in the time frame mentioned, if ever. Secondly, many of the "green" technologies being developed/introduced worldwide depend on at least the RE elements Nd, Pr and Dy. The demand caused by these developments will tend outstrip the growth in supply for the next 5 - 10 years.
    May 6, 2011. 10:01 AM | 4 Likes Like |Link to Comment
  • Price Matters in the Rare Earth Metals Space [View article]
    When China does import it will likely be from Mongolia. The ore deposits in the Bao Tau region they are mining now extend across the border to Mongolia.
    Mar 29, 2011. 11:47 AM | 1 Like Like |Link to Comment
  • Price Matters in the Rare Earth Metals Space [View article]
    The rare earth generators you speak about and the motors using RE Neo all require up to 15% of rhe contained RE to be a heavy, namely DY
    Mar 29, 2011. 11:41 AM | 1 Like Like |Link to Comment
  • Price Matters in the Rare Earth Metals Space [View article]
    Where does Broker get the lower manufacturing costs for Moly corp vs Lynas? The cost vs sales price analysis of a rare earth producer is more complex than the magnet critical analysis he refers to. There is the fact that all of the rare earths must be processed at a cost to get to the more valuable components. These less valuable must be either stockpiled or discarded. Each rare earth element once seperated has a value depending on demand and availability. This value ranges from near nothing to hundreds of $/lb. The more of the less valuable ekements the ore contains the more of the cost the valuable ones must carry.
    Mar 29, 2011. 11:23 AM | 1 Like Like |Link to Comment