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End Game

End Game
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  • 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 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.

    Cheers.
    Jul 30 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.

    http://bit.ly/1nDsHzz
    Jul 27 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 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 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 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 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."

    http://bit.ly/1p5VjUw
    Jun 22 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 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 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

    FEBRUARY 1, 2012 in MCP NEWS RELEASES, FEATURED MCP NEWS

    ...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 08:18 AM | 3 Likes Like |Link to Comment
  • Molycorp's Convertible Notes Are Worth From 3 - 5 Cents On The Dollar [View article]
    Fitch Affirms Molymet's IDRs at 'BBB'; Outlook Stable
    Tue Apr 29, 2014 2:38pm EDT

    ...Molymet invested USD435 million during 2012 and a further USD160 million in 2013 to achieve this majority ownership in Molycorp. This strategic acquisition has provided the company with future growth possibilities as a processor of strategic metals. Long-Term Strategy on Molycorp: Molymet's combined investment in Molycorp of USD595 million over the last two years has increased the net leverage of the company, and is a very significant sum when considering Molymet's overall size.

    China currently accounts for around 97% of rare earths production and is set to impose export quotas, providing strong long-term fundamentals for these minerals. While this strategic acquisition has provided the company with future growth possibilities within the rare earths market, the poor cash flow performance of Molycorp since 2012 relating to the Mountain Pass Project could require further investments from shareholders...

    Chile's Molymet gains 21% stake in Molycorp
    By Business News Americas staff reporter - Wednesday, October 16, 2013

    ...Molymet has subscribed a capital increase in Molycorp for 14mn shares at a price of US$5 per share for an aggregate US$70mn, making the Chilean firm Molycorp's largest shareholder...
    Jun 9 08:04 AM | 2 Likes Like |Link to Comment
  • Molycorp's Convertible Notes Are Worth From 3 - 5 Cents On The Dollar [View article]
    Why would they want to acquire an unprofitable business?
    Jun 9 07:17 AM | Likes Like |Link to Comment
  • Molycorp Hits 52-Week Low Of $2.44. What Happened? [View article]
    REO Prices are bound to rise read:

    China’s Rare Earth Toxic Time Bomb to Spur Mining Boom
    By David Stringer Jun 4, 2014 3:40 AM ET

    Remember Molycorp is a value added company, mine to magnet.

    What they need is large contracts for their SORBX and PHOSFIX Advanced Water Technology.

    Fix their bottleneck problems for increased throughput reducing operating costs.

    It will be tough but Molycorp can turn things around very quickly.

    Molycorp has a nice window of opportunity to help spur this industry to a much higher environmental standard.
    Jun 4 12:03 PM | 3 Likes Like |Link to Comment
  • The Molycorp Case Study And The Irresponsibility Of Capital Markets [View article]
    Right on. These "analysts" have proven highly irresponsible and short sighted.
    Basically they should be removed from the equation.
    May 13 09:54 AM | 2 Likes Like |Link to Comment
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