Comments on: Decoupling The Rare-Earth Junior-Mining Market From Emphasis On Molycorp And Lynas

By: Tim Ainsworth

Tim Ainsworth — Thu, 06 Dec 2012 10:45:17 +0000

Thnx Jack,
Another sobering read.
Guess I’d summarise it as “Best Business Plan Wins” or best business plan for the “new” old realities of RE’s wins.
Like the way that Lynas, thru all the delays and hassles, has stuck to it’s basic business plan conceived when prices were much lower than current. Suffered a fair bit of dilution but minimal debt to service. Will be fascinating to watch the Lynas and Moly OpEx/Revenue numbers unfold over the next 12 months as we hopefully also get a better picture of demand recovery and China’s intentions.
Cheers

By: poetslife

poetslife — Sat, 24 Nov 2012 20:04:57 +0000

What about the DOD need to maintain a reliable REE supply in case of war? Some domestic industries are kept alive by the DOD for just this reason. Does this apply to Molycorp?

By: steve birkholz

steve birkholz — Wed, 25 Apr 2012 23:29:42 +0000

Jack good article. what is your opinion of Orbite Aluminae’s potential for solvent extraction of rare earths from their laterite deposits? thanks steveb

By: Stephan B. Feibish

Stephan B. Feibish — Wed, 04 Jan 2012 10:34:16 +0000

This is the moment of truth. 12 rounds. For the HREE heavyweight championship of the world. In the far corner, the challenger, in the white & crimson trunks, the “Grade is King ” kid from New Mexico. In the near corner, in the maize and blue, Jack “no dice” Lifton, LIFTON, LIFTON!! The fight begins. OMG, it’s a tag team. Some octogenarian has just tagged the New Mexico kid. (The guy who hasn’t responded to my offer to make him the “original” encyclopedia.biz entry)

Thanks for the article Jack.

I wish these REE companies would all pair up with a large company.
One of the reasons I purchased Ivanhoe Mines way back when was they were partnered with Rio Tinto. That and the fact that Ulan Bator was ringed by a bunch of freezing, starving people in tents. You wouldn’t want to be the politician turning down that deal.

By: Tiptree

Tiptree — Sat, 10 Dec 2011 21:59:46 +0000

You are a PR man who very profesisonally bashes LYNAS and MCP while boosting your employers (while adding a few other companies to make it seem more legit).

You’re doing your job.

It’s tough to find a knowledgeable analyst in this arena who is not in bed with some company or other.

Back in October, when Jubak wrote too long pieces on REs/MCP, I breathed a sigh of relief, simply because he was not yet invested, he was just thinking out loud. And I trust him.

By: Sebastian

Sebastian — Mon, 05 Dec 2011 18:44:14 +0000

Jack. I would like to ask you about the Chinese government considering to build HREE stockpiles. Have you heard anything new regarding if they are going to make practise of that thought?

By: kman

kman — Sat, 03 Dec 2011 01:20:35 +0000

Kris
Actually GWG has about $40 MM + in backing now. 17 from the recent equity raise and 24 from the warrants which expire in less than a year. Even if the warrants don’t get fully exercised that translates into a reduction of o/s shares and the ability to equity raise to a point far less than the current fully diluted o/s number. either way it’s as good as money in the bank. So close to production any equity raise would be a cinch but more likely would be other debt instruments like debentures, govt grants or loan guarantees, or the off take agreements.

By: Gareth Hatch

Gareth Hatch — Fri, 02 Dec 2011 15:23:28 +0000

@Gerald Schmidek: I would agree with you that someone here is having difficulty reading, since above I said “and I’m not just talking about resource estimates”. But thanks for playing.

P.S. The JORC Code is Australian, not Asian.

By: Anon

Anon — Fri, 02 Dec 2011 14:49:42 +0000

Kris,

I think GWG will do well in the long run and I support their path. I was a GWG investor going back 2 years ago, and I did very well by the investment. I would consider buying GWG again if the share price came down to more attractive levels. My concern is that the company is way over extended and it’s likely to hit a wall soon, and they will require more cash to meet its goals. I believe that they will need to come back to the market to raise cash and dilute their shareholders. It’s just an educated guess on my part and my gut reaction is telling me to wait and watch at this moment. If I’m wrong, then I missed a good entry point, but I can live with that.

By: tbown

tbown — Fri, 02 Dec 2011 14:31:31 +0000

Kris,
I am a GW holder as well. Are at any level concerned about the lack of a signed JV with GQD? Are you a regular poster at any other boards? TIA