Comments on: April 2012 Updates To The TMR Advanced Rare-Earth Projects Index

By: Tim Ainsworth

Tim Ainsworth — Sun, 27 May 2012 19:06:15 +0000

Gareth,
CUX.AX have just announced a JORC compliant resource and would be interesting to see how it rates against it’s peers on the TMR index at the next update.
http://hotcopper.com.au/announcementFiles/2012/CUX/4459f83b-ec91-4fda-b5fe-69dce50ec9ca-CUX589836.pdf
The interesting aspect to CUX is their alluvial resource appears amenable to a low cost strip and concentrate process that could be brought to production relatively quickly.
Raises the question facing all the juniors aiming to produce a concentrate: where is the processing capacity, particularly to handle the HREE rich feeds such as CUX, NTU and others are aiming to produce?

By: Pieter J Mazereeuw

Pieter J Mazereeuw — Sat, 05 May 2012 01:32:06 +0000

Thank you very much for the update. I am always surprised by the outliers and their comparison with the median groupings. The outliers have the rich deposits but it then comes down to the cost of retrieval or processing! This data is invaluable when done with comparative analysis as you have so adequately collected and displayed.

By: Michael Franzen

Michael Franzen — Thu, 03 May 2012 22:08:45 +0000

If we combine the solid oxide fuel cell (Bloom Box) made with rare earth and the super capacitor made with graphite we solve the world’s energy problem with an energy source replacing utility power, UPS, and emergency generators at a fraction of cost of current technology. We can also make a miltary laser weapon with rare earth see the WSJ article today. Problem is there will not be enough rare earth to go around.

By: Michael Franzen

Michael Franzen — Thu, 03 May 2012 21:35:10 +0000

Okay I looked at the chart but if we include the uranium and potential increase in stock price, infrastructure, location, and timing Pele Mountain Eco Ridge comes out on top because the bottom line is how much money can be made buying the stock.

By: Parry Laird

Parry Laird — Thu, 03 May 2012 21:14:29 +0000

Gareth….I have a question. Now that it seems the bloom is off the rose so to speak, relative to REE’s, do you have any insite for us concerning the grafite miners?
Thanks,
Parry

By: Michael Franzen

Michael Franzen — Thu, 03 May 2012 21:02:26 +0000

The Pele Mountain PEA is the best one I have seen so far and the pencil is pretty sharp on the numbers, can anyone show me one that is better considering the upside potential in Goldf stock price?