How I Profited From Molycorp's Wild Trading Day [View article]
Guys...Everyone is addressing interesting views. Here a couple of points to tie them altogether. 1) The Metal and Mining sector has been a disaster. Is $MCP a bad house in a bad neighborhood or a good house in a bad neighborhood? 2) This company is like the "gang who couldn't shoot straight", bad financing after bad financing... Huge fee generator for the Bankers! 3) The rare earth material that they mine ARE NECESSARY for our defense industry. If we don't maintain this production it will be like having our steel mills in Germany prior to WWII. 4) Think of $MCP as a long term option, as the global economy improves this company will be dragged to success kicking and screaming! Good Luck
How I Profited From Molycorp's Wild Trading Day [View article]
Yes, 14... 22... 40.... higher or possibly lower... my time frame is different than yours. . MCP is a long term option...... and an indicator of the direction of the global economy. A commodity Oh yes remember AAPL was a $5 stock in 2001
How I Profited From Molycorp's Wild Trading Day [View article]
Shock Exchange you have provided some interesting insights over the last few months. I have traded securities for decades, I have had loses and gains of 7 digits. MCP trading has be as perplexing as your banter. I would venture to say I still have a small profit in MCP. I have reduced my exposure and now think of it as a long term opinion. You guys who are always right... should remember this those who can't..... teach ... those who can't trade ...... write Good luck, Remember truth is wilder than fiction
Verizon: Sounding The Alarm On Dividend Safety [View article]
Two Points. With U.S. Treasury 10 year yields now 1.75% the after tax return of VZ is an attractive Current Yield. Your flaw is not using Total return... you can not ignore 15 points of Price appreciation. My U.S. Treasury comment is simple; Who has a better balance sheet the U.S. Government or VZ?
Verizon: Sounding The Alarm On Dividend Safety [View article]
Let's assume you cash flow numbers are correct. The major flaw in your yield calculation is you have not mentioned total return over of this equity over the last 5 years Total Return Annual 5 year return Simple Price Appreciation 30.99% 6.00% Dividends Reinvested in Security 68.70% 11.94%
I do not believe that price appreciation will continue. When U.S. Treasury Rates increase to historic levels you will get a price correction in $VZ. But then again $VZ debt levels appears to be sounder than U.S. Treasury Debt.
Guys percent is a doubled edged sword 40% of 100 is 40. !.5% of 20,000,000 is a bigger Number... If you make 50% on a $1,000 investment or 75% on a $500 investment which do you like more? Jack Lifton is a paid consultant of junior minors...
What Is Next For Molycorp, Molymet And Plansee [View instapost]
If I were a Molymet shareholder or its management, Iwould have been annoyed and disturbed by $MCP’s prior leadership’s mismanagement and asa board member: seek changes. Molyment's largest investor is Plansee AG (11.5%) http://www.plansee.com ; a global metallurgyproducer. Both understand the vagaries and nuances of mining and metals cycles.I believe these entities see the real value of $MCP. Plansee has extensive operation in the U.S. as does Molymet.
It appears that there are presently no Chinese Investors in Molymet… But that could present a small risk. Molibdenos y Metales SA - Top 12 Holders as per Bloomberg LLP Holder Name Amt Held % HELD Chilean Peso PLANSEE LIMITADA 14,624,130 11.50 119.92BLN NUEVA CARENPA SA 13,604,493 10.70 111.56BLN INVERSIONE13,255,108.7BLN ATLANTIC SA 10,086,031 7.93 82.71BLN GABRIEL & MARY MUSTAKIS FOUNDATN 7,950,000 6.25 65.19BLN PHIL WHITE INTL CORP 5,955,018 4.68 48.83BLN ED HARVEY TRUST CORP 5,955,018 4.68 48.83BLN OSVALD WAGNER TRUST CO INC 5,954,397 4.68 48.83BLN RENTAS E INVERSIONES OCTAY 5,276,212 4.15 43.26BLN MAREA SUR SA 5,276,192 4.15 43.26BLN WHAR PLOT CORPORTATION 4,758,207 3.74 39.02BLN MINERA VALPARAISO SA 4,637,340 3.65 38.03BLN % Out 76.54
Again, Molymet and Plansee are both Global Metal and Miningcompanies who are only value-added and strategic Equity holders of $MCP
Molymet Increases Its Stake In Molycorp, Buyout Chatter Ensues [View article]
I have been a longtime advocate of Molycorp and the need for a legitimate and independent producer of rare earth metals in U.S.A. As you may remember I suggested that having to import these strategic materials was like us importing our steel needs from Germany prior to World War II. Also, I previously noted Magnequench manufacturing facility from Valparaiso, Indiana until it was moved to China. I found this provocative 2003 article which shows the lack insight that some of us show towards the need for rare earth metals then and now. http://bit.ly/UHOdqP
The last time I checked it is had to move a mine across borders. Many U.S. entities have foreign properties that mine and manufacture abroad and many foreign companies mines, factories and various assets in the U.S.
Molibdenos y Metales, S.A. (Molymet) manufactures molybdenum oxide, rhenium, iron molybdenum and other byproducts of these two chemicals. “Molymet currently supplies more than 30% of global demand for molybdenum products in a highly technical and competitive market. This has been achieved thanks to a broad network of international relationships based on its five branch companies and its commercial offices.” Including Molymet Corp, Austin, Texas, and Alloy sales Co. in Weirton, WV
Molymet’s largest shareholder, 11.5% is Plansee AG develops and manufactures powder metallurgical products and components. The Company provides clean energy, medical technology, electronics, and mobility material solutions. Plansee supplies its products worldwide. Plansee USA LLC principle office in is at Franklin, MA and E/G Electro-Graph Vista, CA http://bit.ly/W1HdlJ
Molymet has invested $525,640,104 for 32,050,700 shares with an average cost of 16.40 per share, 18.8% of Molycorp’s equity and the purchased $20,000,000 of 150mm the new 5.5% convertible bond. I do not know what Molymet or their largest shareholders Plansee AG 11.5% have planned for Molycorp. But, they do bring a wealth of knowledge in the global mining and metallurgy arena. They have operated significant, successful and respected companies through difficult cyclical environments. I would believe that they understand the needs that will make Molycorp a success.
How I Profited From Molycorp's Wild Trading Day [View article]
1) The Metal and Mining sector has been a disaster. Is $MCP a bad house in a bad neighborhood or a good house in a bad neighborhood?
2) This company is like the "gang who couldn't shoot straight", bad financing after bad financing... Huge fee generator for the Bankers!
3) The rare earth material that they mine ARE NECESSARY for our defense industry. If we don't maintain this production it will be like having our steel mills in Germany prior to WWII.
4) Think of $MCP as a long term option, as the global economy improves this company will be dragged to success kicking and screaming!
Good Luck
How I Profited From Molycorp's Wild Trading Day [View article]
Oh yes remember AAPL was a $5 stock in 2001
How I Profited From Molycorp's Wild Trading Day [View article]
MCP trading has be as perplexing as your banter. I would venture to say I still have a small profit in MCP. I have reduced my exposure and now think of it as a long term opinion.
You guys who are always right... should remember this those who can't..... teach ... those who can't trade ...... write
Good luck,
Remember truth is wilder than fiction
Verizon: Sounding The Alarm On Dividend Safety [View article]
My U.S. Treasury comment is simple; Who has a better balance sheet the U.S. Government or VZ?
Verizon: Sounding The Alarm On Dividend Safety [View article]
Total Return Annual 5 year return
Simple Price Appreciation 30.99% 6.00%
Dividends Reinvested in Security 68.70% 11.94%
I do not believe that price appreciation will continue. When U.S. Treasury Rates increase to historic levels you will get a price correction in $VZ. But then again $VZ debt levels appears to be sounder than U.S. Treasury Debt.
3 Reasons Tasman Metals Will Survive Rare Earth Shakeout [View article]
Mineral Companies That Are Great Candidates For Acquisition [View article]
What Is Next For Molycorp, Molymet And Plansee [View instapost]
It appears that there are presently no Chinese Investors in Molymet… But that could present a small risk.
Molibdenos y Metales SA - Top 12 Holders as per Bloomberg LLP
Holder Name Amt Held % HELD Chilean Peso
PLANSEE LIMITADA 14,624,130 11.50 119.92BLN NUEVA CARENPA SA 13,604,493 10.70 111.56BLN INVERSIONE13,255,108.7BLN ATLANTIC SA 10,086,031 7.93 82.71BLN GABRIEL & MARY MUSTAKIS FOUNDATN 7,950,000 6.25 65.19BLN PHIL WHITE INTL CORP 5,955,018 4.68 48.83BLN ED HARVEY TRUST CORP 5,955,018 4.68 48.83BLN OSVALD WAGNER TRUST CO INC 5,954,397 4.68 48.83BLN RENTAS E INVERSIONES OCTAY 5,276,212 4.15 43.26BLN MAREA SUR SA 5,276,192 4.15 43.26BLN WHAR PLOT CORPORTATION 4,758,207 3.74 39.02BLN MINERA VALPARAISO SA 4,637,340 3.65 38.03BLN % Out 76.54
Again, Molymet and Plansee are both Global Metal and Miningcompanies who are only value-added and strategic Equity holders of $MCP
Mineral Companies That Are Great Candidates For Acquisition [View article]
MOLYMET has an 18.8% position in MCP. I believe they must be involved in any buy-out attempt.
3 Stocks With Recent Intensive Insider Selling [View article]
What Is Next For Molycorp, Molymet And Plansee [View instapost]
Molymet Increases Its Stake In Molycorp, Buyout Chatter Ensues [View article]
The last time I checked it is had to move a mine across borders. Many U.S. entities have foreign properties that mine and manufacture abroad and many foreign companies mines, factories and various assets in the U.S.
Molibdenos y Metales, S.A. (Molymet) manufactures molybdenum oxide, rhenium, iron molybdenum and other byproducts of these two chemicals. “Molymet currently supplies more than 30% of global demand for molybdenum products in a highly technical and competitive market. This has been achieved thanks to a broad network of international relationships based on its five branch companies and its commercial offices.” Including Molymet Corp, Austin, Texas, and Alloy sales Co. in Weirton, WV
Molymet’s largest shareholder, 11.5% is Plansee AG develops and manufactures powder metallurgical products and components. The Company provides clean energy, medical technology, electronics, and mobility material solutions. Plansee supplies its products worldwide. Plansee USA LLC principle office in is at Franklin, MA and E/G Electro-Graph Vista, CA http://bit.ly/W1HdlJ
Molymet has invested $525,640,104 for 32,050,700 shares with an average cost of 16.40 per share, 18.8% of Molycorp’s equity and the purchased $20,000,000 of 150mm the new 5.5% convertible bond. I do not know what Molymet or their largest shareholders Plansee AG 11.5% have planned for Molycorp. But, they do bring a wealth of knowledge in the global mining and metallurgy arena. They have operated significant, successful and respected companies through difficult cyclical environments. I would believe that they understand the needs that will make Molycorp a success.
Molymet Increases Its Stake In Molycorp, Buyout Chatter Ensues [View article]
Molycorp: Price Target $3.50 - $6.10/Share Due To Asset Impairment Risk [View article]
Molycorp: Price Target $3.50 - $6.10/Share Due To Asset Impairment Risk [View article]
3/8/2012 purchase 12,500,000 31.2180$390,225,000
8/22/2012 purchase 4,500,000 10.0000 $45,000,000
11/28/2012 purchase 50,000 8.1800 $409,000
11/29/2012 purchase 700 8.7200 $6,104
1/25/2013 purchase 15,000,000 6.0000 $90,000,000
32,050,700 16.4003 $525,640,104
40% of 1/25/2013 $6.00 Secondary. I believe that we have confirmed my View! $MCP in play