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toly

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  • REE/Strategic Minerals Concentrator, May 18, 2011 [View instapost]
    NEMFF... Any thoughts? Seems like this company has great fundamentals but (unfairly?) took a big hit when it increased it's debenture offering from $175m to $200m... Seems like they are adding to the balance sheet for organic growth, not a bad thing...
    May 23 01:55 PM | 2 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, May 18, 2011 [View instapost]
    Chi, a question from the presentation released by Lynas, there is a reference to the Kangankunde RE deposit where they will perform...

    "Cracking and separation test work shall commence on the concentrate"

    Is this a cracking process similar to hydrocarbon cracking?
    May 22 11:17 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, May 18, 2011 [View instapost]
    Thanks, yes, the very same...
    May 22 04:40 PM | 1 Like Like |Link to Comment
  • REE/Strategic Minerals Concentrator, May 18, 2011 [View instapost]
    A very important development last week directly involving the sentiment of PM Najib late last week concerning technology based industries...

    The creation of the GSIAC is probably the most important recent development with respect to Malaysia and LAMP.. An article from Bernama (Malaysian News) reported on the importance of the newly formed council... The significance of Najib chairing the council is huge and he comments coming from various members of this council are telling to the future of technology in Malaysia... This council was very recently formed with the first meeting in New York at the World Trade Center...

    From the article:

    NEW YORK, May 19 (Bernama) -- Malaysia will be at the forefront of the next generation of advances in science and technology through the newly set-up Global Science and Innovation Advisory Council (GSIAC).

    Najib chaired the first GSIAC meeting attended by more than 35 council members, including 25 international members and 10 from Malaysia at the New York Academy of Sciences located at the World Trade Centre 7, downtown Manhattan.


    Comments by a prominent GSIAC member...

    "My major inputs are ... the use of waste products for green energy and chemistry," he said.

    IMO this is indicative of the final outcome of LAMP... Great news!

    www.bernama.com/bernam...
    May 21 11:37 PM | 7 Likes Like |Link to Comment
  • Why It's Time to Drop Rare Earth Stocks Today [View article]
    "I believe there will be ways in the future to make rare earths less rare through improved mining, new discoveries, and the use of alternative or possibly synthetic materials."

    So it may be possible for scientists to create new elements to take the place of the lanthanide series of elements on the periodic chart... Really?

    I suppose that when semiconductor were first discovered companies like Intel and National Semiconductor were way over priced and that nascent technology was doomed to be replaced by less expensive technological developments.

    I think the author looks at rare earths as a mining industry when in fact the true nature of the business is the highly technical process of separation of the individual oxides and requires emerging complex and expensive IP, experience, environmental mitigation and tremendous capitalization as barriers of entries to this industry...
    Apr 13 08:29 PM | 2 Likes Like |Link to Comment
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