REE/Strategic Minerals Concentrator, May 10, 2012

May 10, 2012 9:20 AM ET148 Comments
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Contributor Since 2009

Let's see, Veteran (Vietnam era), Commercial Artist, picture framer, industrial engineer & corporate executive (once upon a time), small business owner and operator, Ayn Rand fan, Libertarian (and no, its not a synonym for "Republican" or "Conservative"), and history buff. Serious investor, I need to earn money from my assets, and I'm of the age where I pull money out to help put food on the table. I like to fish, but just as with my investing, I am a "meat fisherman", I only kill what I plan to consume.

There's a mountain of news coming our way soon...

Lynas reports quarterly and financial reports today. Needless to say, even this is likely to be overshadowed by the flood of news and reaction when the Malay government finally rules on the Appeal and presumably issues the TOL for LAMP.

GWMGF is already tardy with the promised drill result updates, and now we are nearing the end of the "late April to mid May" promise for their NI-43-101 report.

MCP is nearing the point where they either update the status on Phoenix, or start backing away from their promise to hit almost 20kmt in production in 2012...

Multiple juniors in the 2nd tier are backing away from the current crop of doubtful promises also, with AVL taking a hit this week. QRM is next in the barrel, imo...

Disclosure: I am long MCP.

Additional disclosure: I am long LYSDY.PK, LYSCF.PK, ARAFF.PK, GWMGF.PK, GDLNF.PK, GOLDF.PK, UAMY.OB, SRSR.OB, USMN.OB, IAALF, MCP-PA, MCP, QREDF.PK, TAS

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