Comments on: How The H1-2011 Rare-Earth Export Quotas Were Allocated

By: Gareth Hatch

Gareth Hatch — Sun, 02 Jan 2011 00:53:46 +0000

@Tek: we’re still working on it – hopefully you’ll see something in the coming week.

@ArlenF: I’m working on trying to obtain the complete list of compounds and will share it once I’ve received it. I will say that it does not include, for example, finished permanent magnets, or to my knowledge, permanent magnet alloys, at this time at least.

By: ArlenF

ArlenF — Sat, 01 Jan 2011 21:52:35 +0000

Another superb analysis. The information that you and Jack have shared has been extremely helpful.
I am in doubt, however, about just what these data include. Perhaps I missed it elsewhere, but I’d like some guidance on how much of the spectrum from raw ore to finished magnet or other product these numbers include.
Thank you.

By: Tek

Tek — Sat, 01 Jan 2011 19:57:19 +0000

Gareth,

Thanks for yet another superior article. Over the past couple years this sector has gone from 10-15 candidate companies to over 270. I made my picks then and stuck with them and they are doing quite well. (AVL, GWG, QRM, UCU). But now, as we all predicted, we’re in the maelstrom of hundreds of companies making thousands of claims, and it’s easy to get thrown off. So I too would welcome some updated analysis on picking some additional investments for 2011, as the indicators are that this may well be an even more explosive market for a few well situated companies and their subsequenst investors. So, are you ready to update last year’s projections into 2011?

Thanks again and Happy New Year to all of you, and yours.

By: Gareth Hatch

Gareth Hatch — Sat, 01 Jan 2011 07:17:15 +0000

Thank you for your kind words, everyone :-)

@Rich Allen: watch this space for a new feature coming very shortly to the TMR Web site, that will help me to answer your question :-)

By: Rich Allen

Rich Allen — Fri, 31 Dec 2010 21:06:52 +0000

Gareth:

Who do you like in the heavy REE field?

By: Jack

Jack — Fri, 31 Dec 2010 16:02:37 +0000

Wow! I don’t think the general public really understands the impact of this kind of control. Maybe this should be posted on weeky leaks. I own a company called Rare Earth Exploration LLC and this kind of news is going to be a big factor in drumming up investors for futher exploration of our Rare Earth and Copper porphyry properties in Utah. Thanks JWR

By: Aat Oskam

Aat Oskam — Fri, 31 Dec 2010 10:15:09 +0000

Gareth,
as always a very detailled and well commented article!
Thanks again,
Happy NewYear to you and Jack.

Greetings from Holland
Aat Oskam

By: Graeme Irvine

Graeme Irvine — Fri, 31 Dec 2010 09:36:45 +0000

Gareth.

Excellent work as always. Does this give you any thoughts for H2 11? The Ministry appears to have warned against reading too much into these figures.
Graeme

By: Isaac Wang

Isaac Wang — Fri, 31 Dec 2010 05:02:46 +0000

Dear Gareth,

Thanks for your updated articles which is very much help for us to determining the investment into the RE industries. Thanking you again and wishing you and your partners a very Happy New Year.

Best Regards,

Isaac Wang
General Manager
CoCo Finance Limited

By: Wayne Milford Assàm

Wayne Milford Assàm — Fri, 31 Dec 2010 04:42:33 +0000

Dear Gareth

Once again you have gifted us with uniquely insightful research and analysis – congratulations, many thanks, and a Happy New Year to you and Jack!

Wayne Milford Assàm