Comments on: March 2015 Updates To The TMR Advanced Rare-Earth Projects Index

By: Tim Ainsworth

Tim Ainsworth — Tue, 07 Jul 2015 11:00:56 +0000

Gareth, I note that your “basket price” from the TMR RE Index is still being quoted about the place in rather loose fashion, unqualified to recent events.
With the deletion of tariffs and given the current domestic pricing situation I’d question whether your current pricing models offer a realistic view of a project’s economics.
TMR Index is a great reference and understand you are no doubt busy on other projects but perhaps an update to Chinese domestic prices + 17% VAT might provide a more realistic baseline.

By: John Petersen

John Petersen — Thu, 25 Jun 2015 23:27:44 +0000

FYI

AusAmerican/Ausroc has released all property holdings at it’s La Paz project. This may be verified by visiting BLM (North and La Paz claims) and Arizona Land Department (state prospecting permits/mineral leases) web sites.

By: Michel Proulx

Michel Proulx — Tue, 14 Apr 2015 01:07:39 +0000

I am not sure you can decide to invest with this info Mr Flynt because in general only carbonatite has lanthanum oxide / TREO ratio of 25 – 35%. Alkaline dykes have the same ratio around 15 -16%.

As per example Grevet REE Property, a grassroot property, on which a selected grab sample returns 20.41% TREO and with lanthanum oxide of 6.72% gives a ratio of 32.9%

By: Thomas Flynt

Thomas Flynt — Thu, 09 Apr 2015 18:54:11 +0000

I got this info from a Geoanalysts in the field. “If you take the in situ grade of any individual rare earth for a given deposit and divide it by the TREO grade for that deposit, then you should get the percentage distribution of that rare earth within the deposit. As a concrete example, look at Aksu Diamas lanthanum oxide in situ grade of 0.018, divide by TREO in situ total grade of 0.070, and you get the relative distribution of lanthanum oxide in the deposit of about 25% (with some rounding error thrown in).” This is good info when trying to decide which company may be best to invest in based on quality and quantity of REE present.

By: Mike Saner

Mike Saner — Thu, 09 Apr 2015 07:22:46 +0000

Hi Gareth
Thank you for continuing to do this work, it certainly helps those of us out here. Could you please send the individual rare earth prices that you used in your analysis, they would be most helpful to me.

By: Gennady Kaplenkov

Gennady Kaplenkov — Thu, 09 Apr 2015 04:59:25 +0000

I share the view of Mr.David Edmonds/

By: David Edmonds

David Edmonds — Wed, 08 Apr 2015 23:27:03 +0000

Thanks for your thorough and regular updates on activities in this most important area of mining.
As a long term holder of Alkane Resources And Newcrest, I find it provides details not covered in business news coverage