Comments on: Perspectives On The Low Pricing Of The Rare Earths In The Chinese Domestic Market https://www.techmetalsresearch.net/perspectives-on-the-low-pricing-of-the-rare-earths-in-the-chinese-domestic-market/ Commentary & analysis on rare earths and other technology metals Wed, 02 Mar 2011 22:03:02 +0000 hourly 1 https://wordpress.org/?v=6.4.2 By: Rick Krementz https://www.techmetalsresearch.net/perspectives-on-the-low-pricing-of-the-rare-earths-in-the-chinese-domestic-market/#comment-1028 Wed, 02 Mar 2011 22:03:02 +0000 https://www.techmetalsresearch.net/?p=3313#comment-1028 Marko, “first out of the blocks” doesn’t really matter. None of the newer producers are going to flood the market and drive down prices. All-in cost per ton, total economic reserves, and relative proportion of heavy vs light elements (plus access to enough capital to make it happen) are the critical factors.

There is no first market advantage; these are commodities, not electronic gizmos.

]]> By: Nick Outram https://www.techmetalsresearch.net/perspectives-on-the-low-pricing-of-the-rare-earths-in-the-chinese-domestic-market/#comment-1011 Sun, 27 Feb 2011 19:06:15 +0000 https://www.techmetalsresearch.net/?p=3313#comment-1011 The share prices of these companies appear in proportion to their anticipated future production rates. MCP:20>40K, Lynas:10>20K, GWM: 3>5K.
Lynas will be first and so will be able to show massive positive cash flow, shortly followed by MCP. GWM is not far behind and has probably the best heavy-REE deposit going and it also already has the facilites to process the raw oxides into REEs. In short GWM looks undervalued to me, I know Jack bought a tonne a while back… :o)

]]> By: markco https://www.techmetalsresearch.net/perspectives-on-the-low-pricing-of-the-rare-earths-in-the-chinese-domestic-market/#comment-1006 Sun, 27 Feb 2011 11:27:58 +0000 https://www.techmetalsresearch.net/?p=3313#comment-1006 Ron, the question is “Who will be the forerunner to production first?”

Lynas will be first out of the blocks commencing production end of third quarter or just over 6 months from now if everythiing goes to plan with LAMP.
Contracts in place.

Excellent opportunity to expand its resource.

Very few have mentioned the Duncans Deposit being HREE.

Then of course there is a 10% investment in NTU.AX made up of HREE.

In this game, to be first is what counts.

Everyone else has got to play catch-up.

That puts Lynas streets ahead of Molycorp.

IMO, Lynas is undervalued with Molycorp being overvalued.

Cheers markco2

]]> By: Ron Coleman https://www.techmetalsresearch.net/perspectives-on-the-low-pricing-of-the-rare-earths-in-the-chinese-domestic-market/#comment-1004 Sun, 27 Feb 2011 00:06:54 +0000 https://www.techmetalsresearch.net/?p=3313#comment-1004 Compare the market cap of MCP and Lynas, $4 billion and 3.2 B respectively, with that of Great Western and Stans, about $300 million each, and Ucore, 146 million. MCP’s valuation is absurd, since they don’t yet have any production to sell.

]]> By: Lou Stouch https://www.techmetalsresearch.net/perspectives-on-the-low-pricing-of-the-rare-earths-in-the-chinese-domestic-market/#comment-1003 Sat, 26 Feb 2011 22:33:00 +0000 https://www.techmetalsresearch.net/?p=3313#comment-1003 Todays WSJ also had the largest insider transactions for the week. Four Molycorp execs sold $1.2 billion in stock on Feb 16th.

That doesnt sound to me like guys that think the price of RE’s is going up, unless they own tons more stock.

I have not researched that, but would love to hear if anyone knows.

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