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ungawah

ungawah
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  • REE/Strategic Minerals Concentrator, June 29, 2011 [View instapost]
    I'll bet it was Hykawy's recommendation on the CNBC segment that HTL mentioned. Ucore also jumped and he recommended it. He was not fond of MCP, altho another guest was.

    A third guest dismissed the likelihood of getting REEs from the seabed.
    Jul 5 04:29 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, June 29, 2011 [View instapost]
    In case you haven't seen it, here are Hykawy's recommendations -- Rare Element Res., Ucore, Frontier Rare Earths and, of course, Great Western. Luisa Moreno has some picks, too.

    www.raremetalblog.com/...
    Jul 1 05:53 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, June 29, 2011 [View instapost]
    Alkane, Arafura and Northern Min. are all up in Oz -- are people putting some of their bets on them because of the rumored LAMP delay?

    Looks like the Bloomberg article has been modified to be less negative.

    Any connection with the rise in SP for Neo Mat.?
    Jun 29 10:42 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, June 24, 2011 [View instapost]
    If dealing with even vaguely reasonable people, I think NC has defused the situation.
    Jun 25 10:44 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, June 24, 2011 [View instapost]
    As you would guess, there has been much highly negative reaction to their delay announcement. Poorly worded, bad timing, dilution worries, poor technology, late to the gate, etc., etc.

    A minority opinion is that these types of things are to be expected as these miners get going. Even with a 9-12 month delay, seems to me Arafura will still be one of the first. I really doubt if the bottom will drop out of the market soon after the first REEs are produced.

    They have issued another release which hasn't helped too much. The SP still dropped.
    clients.weblink.com.au...
    Jun 24 06:58 PM | 6 Likes Like |Link to Comment
  • REE/Strategic MInerals Concentrator, June 21, 2011 [View instapost]
    One week commodities are hot and the next week they're not. Long-term, they have to be good.

    Tonight I was happy to see Tim Seymour on Fast Money say that China is heading toward more growth -- not a soft or hard landing.
    Jun 22 10:40 PM | 6 Likes Like |Link to Comment
  • REE/Strategic MInerals Concentrator, June 21, 2011 [View instapost]
    Anyone follow Liquidmetal (LQMT)?

    It's up 16%+ on some really heavy volume.

    Rumours about it and a new iPhone again.

    Timing is everything!! I put in a buy last night @ .45 on a whim. Missed the spike.
    Jun 21 11:09 AM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, June 15, 2011 [View instapost]
    This is far out, but...
    I don't see NTU's John Galt or Browns Range projects in those charts we've recently discussed. Is it possible that whoever put those charts together has them included in the Mt. Weld figures? That could help to explain why Lynas' HREO percentages are so high.
    Jun 16 03:59 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, June 15, 2011 [View instapost]
    I read the charts the same way you do regarding the concentrations. As I commented a couple days ago, Forte's 7th place ranking for TREOs was a surprise -- don't think I'd even heard of them before -- or hadn't paid any attention to them. Still, I'm only mildly interested.

    Mt. Weld's 2nd place for THREOs and TREOs was also a surprise. Why were we concerned about Lynas' needing to hook up with anyone for HREOs? I continue to wonder who compiled all that data.
    Jun 16 09:00 AM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, June 9, 2011 [View instapost]
    Looks like its concentration on uranium got it clobbered after 3/11.

    Lifton said: "Deposits with heavy rare earths (especially dysprosium) are far and away expected to be the most in demand and thus the most profitable," so Forte's 3rd place Dy ranking, if true, could make it interesting. 7th in TREOs, but their 5/16 REE press release sure didn't help their stock get discovered.
    Jun 14 09:03 AM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, May 9, 2011 [View instapost]
    Article on MCP in today's Financial Times (no link) quotes John Kaiser a lot. He think's their financing w/ come from companies that use MCP REEs in exchange for a guaranteed supply.

    $2.77/kg (half of China's) cost of production because they recycle the chemical separation by-product that caused them a problem in 2002.

    The article refers to the mine facilities being completely rebuilt in a "few years' time." 300 will work there then.

    $100 million shy of meeting its funding needs. Asking US Gov. for $280 million in loans to cover intellectual property requirements and technology advancements.
    May 11 07:43 AM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, March 29, 2011 [View instapost]
    Lynas trading halt.

    Regarding Sojitz, capital raising, plant commisioning, Forge????
    Mar 29 06:14 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, Feb. 8, 2011 [View instapost]
    Yeah, a positive article. However, when we hear 11k, 22k, 20k, 40k tons bandied about by Lynas and MCP, 2700 tons sounds a bit puny.
    Feb 9 11:32 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, Feb. 5, 2011 [View instapost]
    The proper link is below:

    www.thomson-webcast.ne...
    Feb 8 01:02 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, Feb. 5, 2011 [View instapost]
    During the Lynas conference call tonight, wouldn't it be great if NC announces that everything is on schedule and that they have embarked on a path to get listed on the NYSE or AMEX? It would sure move things out of the doldrums.
    Feb 8 07:14 AM | 6 Likes Like |Link to Comment
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