Seeking Alpha
  • Jason Burack
    $MCP $REMX China sector rotating! Chinese gvmnt announces stockpiling of Rare Earths coming!
    Reply (12)
    • 1980XLS: $AVL
    • Jason Burack: I co-authored the Dragon Metals report on the entire Rare Earth industry in 2010. Avalon is a trade only. Their deposit has huge issues.
    • 1980XLS: Thanks, for info.
    • FHeat: Jason; How do you look the $REMX ETF this year?
      Jan 28, 11:07 AM
    • Jason Burack: Lynas and Molycorp are making steady progress and have a good shot at making earnings in 2014. REMX is a flawed Rare Earth ETF.
      Jan 28, 5:37 PM
    • FHeat: You are referring that invest in REMX is a bad decision?
      Mar 11, 10:06 AM
    • Jason Burack: Yes. It does not have the proper exposure to Rare Earths. Lots of exposure to base metals.
      Mar 11, 4:58 PM
    • FHeat: 20% of the ETF is on the Mo Market. 20% on RE. Other 60%: A lot of Ti, Zr,etc....Mo is practically in historic low prices. RE too.
      Mar 26, 7:05 PM
    • FHeat: Why invest is a bad decision Jason?
      Mar 26, 7:05 PM
    • Jason Burack: It's a diversified ETF but not a pure play on Rare Earths w only Light Rare Earths & Heavy Rare Earths exposure.
      Mar 27, 2:50 PM
    • Jason Burack: REMX ETF may still be a good play w bear market rally 4 other base metals. To be honest, I do not pay a lot of attention to many base metals
      Mar 27, 2:51 PM
    • Jason Burack: I do not pay attention to all the details for specific soft commodities, many base metals and many strategic rare metals besides Rare Earths
      Mar 27, 2:51 PM