http://amrminerals.co.uk/assets/files/AMR%20August%202011%20Presentation.pdf

Please explain

I saw your writeup on RMB, but must say that I think the amount of detail and work you put into this should be giving you a lot of press here and attention to your own site!!!

Please show up that clown Hykawy for what he is.

In any event, I understand your point with regard to “strategic” value, but I would counter with the thought/argument that, while in situ value is for sure an important consideration regarding CREO value, it doesn’t much matter though unless you’re considering through put mining scenarios.

In other words, whether addressing it purely strategically or from a financial/investor point of view, exactly what kind of mining plan could rush LYC’s Dy to production faster. You still have to crush the same tonnage of rock, don’t you?

Unless perhaps some of these deposits have certain REE bearing ore concentrated that they could just focus on I suppose. But barring that, according to Jack, if you had to double or triple your tpa to take advantage of the full insitu value due to the low percentages, that would be incredible complicated and unlikely.

Bottom line I think, is whether you think from a strategic or financial point of view, the answer is the same, what annual production of what REEs could you get from a realistic mining plan.

I think that’s why such a high % of heavies on a decent resource is important for the future.

Btw, looking forward to your Strange Lake writeup. Did you have some drinks with Mickey Fulp up there?

The full portfolio of slides can be found at:
http://seekingalpha.com/instablog/812815-chihawk/208469-lyans-crown-defined

@maxkil: my understanding is that the DOD report has been issued, but that it has not been released to the public.

@prescient11: from the STRATEGIC point of view, the presence and distribution of specific elements in a given deposit is the “first port of call” for looking at deposits. Individual junior exploration and mining companies and their investors will obviously be interested in the money to be made in such projects, and that’s fine; however, evaluating deposits for potential financial gain is a different exercise than doing such evaluations for strategic purposes.

I’ll be writing more on this topic shortly.

I think that from a practical, “which one is going to make a mine” perspective, you have to look at the annual output of a feasible mining operation.

Again, if the clays of China truly only have 10-15 years left in them, can there be any doubt that both AVL and QRM must be brought onstream immediately?

http://washingtonexaminer.com/news/business/2011/08/pentagon-says-f-35s-use-chinese-rare-earths-us-supply-rise