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awyethh

awyethh
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  • Rare Earth Stocks Poised for a Fall [View article]
    MCP has been producing metals for the past 11/2 years...just not at rate which will accompany full restart once mondernization efforts have been completed.....there's nothing better than regurgitating someone else's uninformed "facts."
    Feb 25 09:55 AM | 2 Likes Like |Link to Comment
  • Is Molycorp Really Worth $4.7B? [View article]
    need to learn your rare earths.......lanthanum may be one of the most abundant elements in light rare earth deposits but it is not what goes into most of the "green" or alt. energy devices such as hybrid cars/windmills. Neodymium is used to make the magnets that go into most of those devices...this is what is being refered to as "green" technologies.
    Jan 7 06:31 PM | 1 Like Like |Link to Comment
  • Is Molycorp Really Worth $4.7B? [View article]
    i would think great western would be the riskiest out of the three. You don't think they are going to have trouble develping their
    property, in South Africa?
    Jan 5 04:53 PM | 1 Like Like |Link to Comment
  • Molycorp Stock: Too Good to Be True? [View article]
    What research is telling you that MCP does not perform its own metals separation??It is presently doing so right now, and that is the whole point of the new 500+Million dollar reconstruction effort.
    Jan 4 02:54 PM | Likes Like |Link to Comment
  • Molycorp Stock: Too Good to Be True? [View article]
    definately agree about the BS and rehashing of uninformed facts. This whole article is based on the premise that it will take a vast sum of money to double production and while it will take some, I believe it was stated in the prospectus that the new plant is being built from the outset with the ablility to easily double production, meaning that it is probably already permitted.
    Jan 4 10:31 AM | 2 Likes Like |Link to Comment
  • China's move to slash export quotas on rare earth minerals raises fresh international trade concerns. Sony (SNE) vows to reduce its reliance, but for other firms, the Chinese action provides a boost: Molycorp (MCP +6.4%) shares continue their wild ride, and Lynas (LYSCF +15%) soars even though it won't be able to mine any material from a new lode in Australia for at least a year.  [View news story]
    ....also though, each hybrid vehicle uses about 15-20 lbs. of lanthanum......a typical vehicle uses between 5-10 lbs. of lanthanum.
    Dec 29 03:32 PM | Likes Like |Link to Comment
  • The U.S. Can Still Compete in the Rare Earth Space -- If It Acts Soon [View article]
    It is rare to find them in economically expoitable amounts/deposits.
    Nov 19 05:45 PM | 2 Likes Like |Link to Comment
  • The U.S. Can Still Compete in the Rare Earth Space -- If It Acts Soon [View article]
    It's funny how people always say this when they really have no idea what permitting a mine/operations entails in California. It is true they make you jump through MANY more hoops but that doesn't mean it cannot be done. In MCP's case I believe it is almost completed.
    Nov 19 05:43 PM | 2 Likes Like |Link to Comment
  • Rare Earth Warning: Is the Gold Rush Over? [View article]
    I agree that MCP is currently overpriced but it is acutally not the case that there are any environmental issues which would hold them back. The expansion project set to begin has the backing of all the regulators and politicians....both conservative and liberal.
    Nov 4 10:12 AM | Likes Like |Link to Comment
  • Rare Earth Warning: Is the Gold Rush Over? [View article]
    Isn't Lynas minority owned by the Chinese?
    Nov 2 05:19 PM | Likes Like |Link to Comment
  • Molycorp: Rare and In Demand [View article]
    Do you even live in California or have worked with the regulators you speak of? maybe you should stick with stock analysis and leave the mining and scientific analysis of Rare Earths to those that are more familiar with it. If you read my first post you would have learned that the majority of cost that goes into separating large quantities of rare earths goes towards reagents(acid/bases) and power needs....that is where the reduced costs will come into play with MCP....
    Sep 29 03:06 PM | 1 Like Like |Link to Comment
  • Molycorp: Rare and In Demand [View article]
    Davidbdc.....When molycorp reaches full production in 2012 they are set to become the lowest cost producer of REO's in the world, including China. This will be due in part to onsite power generation and onsite production of reagents. These are the 2 greatest costs(per pound) for separating rare earths.
    Sep 28 09:56 AM | 3 Likes Like |Link to Comment
  • Rare Earth the Next Big Thing , its no joke. [View instapost]
    where are you getting you facts from? I would definately NOT rely on this article for investment advice as it is woefully inaccurate. Lynas nor Molycorp holds the "largest" Rare Earth deposit, that belongs to China. Molycorp has been operating and separating rare earth ore for decades at its Chemical/Separations Plant located at its Mountain Pass,CA facility. This fall molycorp will be breaking ground on a state-of-the-art $500 Million expansion to it's rare earth milling/separating capabilities. Once complete Molycorp will be able to produce REO cheap than Lynas and even China due to an onsite Co-Generation power plant and onsite chlor-alkali plant for producing reagents.
    Sep 24 01:28 PM | Likes Like |Link to Comment
  • Molycorp Prices IPO Below Range [View article]
    Your may need to do a little better research if you have been told/believe that Lynas Corp's Australia property ore body has a higher rare earth concentration than Molycorp's at Mountain Pass. Molycorp has a higher concentration in it's dumps/tailings impoundments than most entities have in their ore bodies...but I do believe that the Molycorp stock is somewhat overpriced at this point seeing that they are about 2 years out from full scale production.
    Aug 6 10:25 AM | Likes Like |Link to Comment
  • The "Giving Pledge" gang - Gates, Buffett, et. al. - are not representative of the "wealthy" whose taxes Obama wants to raise, Evan Newmark writes. "These are the local doctors who treat your mother, the McDonald’s franchise owners who feed your family, the Toyota dealers who sell you a car... America badly needs these 'wealthy' families to do well."  [View news story]
    I thought you were suppose to be arguing against whiners??

    and most people could care less the risks one takes when starting a business....if someone is earning 250k and above they are doing very well for themselvs and can afford the taxes. People who think otherwise are obviously members of that class.
    Aug 5 10:19 PM | 8 Likes Like |Link to Comment
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