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End Game

End Game
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  • Headwinds Abound For Largo Resources [View article]
    Yes, the author, despite advising you to reduce your position, is staying Long on Largo. Weird, eh? I guess Kaplan thinks the restructuring may go through soon and be a positive catalyst for the stock. Then, there's EVRAZ going bankrupt which he does not address? Windimurra was supposed to go back online this year which the author dismisses as irrelevant. And the price of V rebounding, which is possible at this point. India about to do a China growth spurt is positive for the future.
    This stock at this point can go either way but it has good relations with the banks and a new manager. It's a coin toss. I definitely would not add to my position and might initiate a stop loss.
    Apr 22, 2015. 09:18 AM | Likes Like |Link to Comment
  • Update: Largo Resources Discovers New Near-Mine Mineralization [View article]
    From listening to Largo's last conference call the big shift in the story appears to be the emergence of PGM's as not just a bi-product to the vanadium in helping with reducing operational costs but potentially a significant addition to the value of this project. And now this new chromite PGM discovery may raise the PGM profile even more. This may partially explain the 30m capital raise as adding more value.
    Nov 13, 2014. 10:08 AM | 1 Like Like |Link to Comment
  • Uncertainty Still Surrounds Molycorp [View article]
    Thank You.

    Directly yes but indirectly no or as Molycorp has stated, I paraphrase, every molecule produced at Mountain Pass goes down stream to their value added products that need them.

    For the Resource Segment either they get costs below what it costs to produce or the value of the REE goes up. They probably need SORBX to take off to get their costs down to $6 or $7.
    Aug 29, 2014. 01:54 PM | Likes Like |Link to Comment
  • Uncertainty Still Surrounds Molycorp [View article]

    Why are we just talking about the Resource Segment ASP of $10.30 and not the other 3 Segments with the ASP is considerable higher and where they are profitable most quarters or am I missing something?

    2014 2nd Q

    Rare Metals ASP is $202 per kg.
    Magnets, Materials and Alloys ASP is at $39 per kg.
    Chemicals and Oxides ASP is $31 per kg.
    Aug 29, 2014. 12:04 PM | 2 Likes Like |Link to Comment
  • Update: Great Western Minerals Reports Strong Q2 Earnings [View article]
    That sounds like you think that GWMG, and in particular LCM, would be a good takeover candidate by someone with a more integrated view. They could buy more furnaces and ramp up production to the maximum and supply their own feed. Can they easily do that? Possibly the money should be spent on LCM and not SKK, unless they find more REE in the surrounding properties?

    What then I wonder would be a good valuation for GWMG [LCM]? 50M or closer to 100M?
    Aug 18, 2014. 12:51 PM | Likes Like |Link to Comment
  • Molycorp: Worst Fears Materializing As China Plans Challenge To Expiry Of Neo Patents [View article]
    Yes, that's what we need, someone to positively re-imagine the situation, instead of instigating panic and dread. Things just might fall Molycorp's way you know as they ramp up, research and explore the open field of possibility.

    Sometimes adversity builds character.

    Jul 30, 2014. 09:37 AM | Likes Like |Link to Comment
  • What Now For Molycorp? [View article]
    I believe the IP or international patent you mention is for Molycorps advanced water technology SORBX.
    Jul 27, 2014. 03:39 PM | Likes Like |Link to Comment
  • What Now For Molycorp? [View article]
    Hi mckoikeeper,

    Maybe you could cite your articles particularly about the IP on thorium.

    At this point I would consider it hype but thorium might have been a much better & safer option than uranium for nuclear energy. I believe India, who have abundant thorium deposits, has recently designed such a reactor.

    See book Super Fuel, Throrium the Green Energy Source for the Future by Richard Martin.
    Jul 27, 2014. 01:53 PM | Likes Like |Link to Comment
  • What Now For Molycorp? [View article]
    Sprulking sounds like an Aussie term.

    Don't think that mine to magnet is necessarily BS. Let's be patient
    and see if and when Molycorp brings cost of production down to where it's profitable how bs value added products become.

    I wish Lynas well. Don't think one company needs to grab all - there's room for at least 3 or 4 Western rare earth miners.
    Jul 27, 2014. 11:50 AM | 1 Like Like |Link to Comment
  • What Now For Molycorp? [View article]
    Though Neo Materials is their most valuable asset Molycorp has many more value added assets.

    Profitability should come if and when production costs go down. At this time it's a moot point as they are still unfortunately ramping up.
    Jul 27, 2014. 08:44 AM | Likes Like |Link to Comment
  • What Now For Molycorp? [View article]
    Is Molycorp just a mining company or is it also a value added company? Much of Molycorp's supply of is for its own consumption. Isn't it?

    How can any one compare Lynas and Molycorp? What does Lynas produce other than the separated rare earth elements?
    Jul 25, 2014. 07:35 AM | 1 Like Like |Link to Comment
  • Molycorp bonds surge as peer Lynas gets equity funding [View news story]
    "We're working to reduct environmental impact. And we expect our suppliers to do the same."
    Jun 22, 2014. 09:05 AM | 1 Like Like |Link to Comment
  • Molycorp bonds surge as peer Lynas gets equity funding [View news story]
    Apple products, like the IPAD, does. They need to audit and "clean up" their supply chain.

    Molycorp is attempting to set a new environmental standard. That's an admirable thing.
    Jun 21, 2014. 10:36 AM | 1 Like Like |Link to Comment
  • Molycorp bonds surge as peer Lynas gets equity funding [View news story]
    Excellent idea. I think that's their maket 'conflict free' rare earth production.
    Why buy from China and pretend you are "green".
    Jun 18, 2014. 11:55 AM | Likes Like |Link to Comment
  • Molycorp's Convertible Notes Are Worth From 3 - 5 Cents On The Dollar [View article]
    Molycorp To Receive $390 Million Strategic Investment From Molymet


    ...We are making this investment in Molycorp because we are very bullish on the upside potential of the company, as well as the highly synergistic technologies and market positioning of our respective companies,” said Graell. “Molycorp’s vision for growth and global supply chain integration is highly attractive to us, and I look forward to working with the Company to help it achieve its long-term goals.”...
    Jun 9, 2014. 08:18 AM | 3 Likes Like |Link to Comment