Comments on: China Circles The Rare Earth Wagons

By: prescient11

prescient11 — Mon, 12 Jul 2010 01:16:57 +0000

Problem with aussies is that their disclosures are awful and they do not have a decent distribution of HREEs.

But other than that they are pretty good. I think we’ve got Moly and Lynas first up to the plate, and then others should come online between 2012 and 2014.

I think you will be surprised to see that QRM and AVL can come online much quicker if the will is there.

By: Aat Oskam

Aat Oskam — Sun, 11 Jul 2010 18:30:36 +0000

Reganbaha,

You really hit the nail on the top! The only US company which has a near future is (if they can rasie the money) MolyCorp….

By: reganbaha

reganbaha — Sat, 10 Jul 2010 17:10:59 +0000

North American’s have to learn that there is a world outside of North America.

With 3 of the only 4 REE non-Chinese sources to come on-line in the next 5 years, unfortunately for US and Canadian followers, Australia is the place to be. Lynas Corporation and Ararfura Resources (and Alkane) hold all of the leverage in NC-REE. Avalon, Great Western, Rare Earth Elements etc. are where Australian companies were 5 years ago. Ain’t hindsight a bitch.

Choice

By: DM

DM — Sat, 10 Jul 2010 03:26:33 +0000

Excellent work Jack

I can’t see how Dines and Kaiser can continue to talk up Avalon and Quest.

Do you think GWG finally get its chance to shine?
What about the former-producing Steenkampskraal Mine, why isn’t the market all over this one? Or even their value added Less Common Metals?

Thanks from Canada

By: prescient11

prescient11 — Sat, 10 Jul 2010 03:18:05 +0000

Oskam,

Tek is right, REE juniors have been destroyed lately. One day does not change the trend.

I think this is very positive for solid juniors with a great development story and resources that have been worked on solidly, such as AVL, RES, and QRM.

By: Aat Oskam

Aat Oskam — Fri, 09 Jul 2010 20:12:16 +0000

Tek,
Plummeting? Both Arafura and Lynas stockprice rose 18 and 8 percent today at the announcement….
The Chinese tried to overtake Lynas before, but the government only accepted <50 percent voting rights.

Jack,
again a fine article..
But stockpicking juniors for a large enough firm like GE is not going to help them in the short term, the development will take at least 2-3 years.. What should a large firm do for the short(er) term, please comment on that?

By: Tek

Tek — Fri, 09 Jul 2010 15:28:44 +0000

With REE stocks plummeting, China could expand its monopoly by buying up controlling interests in a number of companies in North America, at a very cheap price.