Comments on: Navigating The Rare Earth Metals Landscape

By: Sam

Sam — Tue, 29 Nov 2011 00:21:47 +0000

Jack / Gareth – just a quick question on your statement in the above article:
“… of 80 applications for rare-earth production operating licenses received since the reforms began earlier this decade, the Chinese government has selected just 15 that conform to the New Environmental standards…”

When you say earlier this decade, I assuming you’re talking since 2010?

By: Daniel Nantz

Daniel Nantz — Fri, 25 Nov 2011 17:03:47 +0000

Exactly positrol, the by-products, the rare industrial metals which are th by-products – that is a whole different animal and maybe more important and significant to investors as you can physically own these metals now

By: Gareth Hatch

Gareth Hatch — Fri, 25 Nov 2011 01:57:59 +0000

@Phil Studer: Because I don’t consider samarium (Sm) to be a critical rare earth, and neither does the US Department of Energy. That’s not to say that it doesn’t have important, useful applications; there is however much less of a threat to supplies of Sm, and it is of less importance to clean-energy applications, than, for example, neodymium.

By: Phil Studer

Phil Studer — Fri, 25 Nov 2011 01:53:39 +0000

Why is there no mention of Samarium ?? It was the first RE super magnet material, slightly less powerful than Nd at room temperature but has better temperature characteristics without Dy.

By: Gareth Hatch

Gareth Hatch — Thu, 24 Nov 2011 21:07:37 +0000

@jack cummins: I haven’t visited Kutessay II, but I look forward to reading more about the economics of the project.

By: jack cummins

jack cummins — Thu, 24 Nov 2011 21:00:58 +0000

What about Stans Energy? Stans could be PRODUCING in 2012!

By: SouthernX

SouthernX — Thu, 24 Nov 2011 18:57:27 +0000

Good point.

According to their just released presentation the JORC looks to be out mid-2012. I look forward to your thoughts after that. Thank you.

By: Gareth Hatch

Gareth Hatch — Thu, 24 Nov 2011 17:41:08 +0000

@Positroll: yes, some coverage of zirconium would make sense – will see what we can do on that :-)

@SouthernX: To my knowledge, Northern Minerals has not yet published a JORC-compliant mineral-resource estimate, have they? I generally don’t get interested in projects until they have such estimates. With over 240 companies operating in this space, that’s way too much noise for a supply-chain guy like me, and NI-43-101- / JORC-compliant mineral-resource estimates are my first filter for separating the wheat from the chaff.

@JR: Thank you for your comments.

By: JR

JR — Thu, 24 Nov 2011 17:33:53 +0000

Gareth – Good interview and very informative as always. I have posted this link on the Rare Earth Elements (REE) Group on Linked In.

As well, you should call Chris G over at Commerce Resources Corp. (TSXv:CCE) and have him provide an in-person update and get on their next site visit to Eldor.

By: Positroll

Positroll — Thu, 24 Nov 2011 17:30:30 +0000

P.S. By debt I meant capex …