Recommendations for rare earth mining stocks?

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Recommendations for rare earth mining stocks?

Postby icicle » Thu Sep 23, 2010 8:44 pm

.
Anyone have any recommendations for rare earth mining stocks? Or any observations on the subject?
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Re: Recommendations for rare earth mining stocks?

Postby InSilverWeTrust » Thu Sep 23, 2010 10:02 pm

Looking forward to this thread.

I mentioned neodymium magnets being a good investment a while back...up around 100% last I read. I never followed it up... :oops:

Talk that China is to corner the market. A mine outside of China could be a good call.

Keeping an eye on these-

GreatWestern minerals group
http://finance.yahoo.com/q/bc?s=GWG.V+Basic+Chart&t=my

AVALON RARE METALS
http://finance.yahoo.com/q/bc?s=AVL.TO+Basic+Chart&t=my

Up quite a bit over the last year (for good reason probably), so a bit reluctant to jump in atm. :think:
Any views very welcome!?
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Re: Recommendations for rare earth mining stocks?

Postby Pixel8r » Thu Sep 23, 2010 10:10 pm

The James Dines interviews on King World News are worth listening to for some rare earth info;

http://kingworldnews.com/kingworldnews/Broadcast/Entries/2010/9/11_James_Dines.html
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Re: Recommendations for rare earth mining stocks?

Postby BHP Tinto » Fri Sep 24, 2010 12:43 am

James Dines recommends from his newsletter:

Arafura ARU.AX

Lynas Corp LYC.AX

Avalon AVL.TO

Rare Element RES.V

Quest QUC.V

Neo Material Tech NEM.TO
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Re: Recommendations for rare earth mining stocks?

Postby fexx » Thu Mar 10, 2011 8:21 am

(Directed to this thread from another, I missed it the first time round!)

Neodymium
Although the metal is useful (and AVL does look tasty from a TA point of view), it is not particularly rare - "Although it belongs to "rare earth metals," neodymium is not rare at all - its abundance in the Earth crust is about 38 mg/kg" (Source: http://en.wikipedia.org/wiki/Neodymium)

Does this not limit any upside potential?
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Re: Recommendations for rare earth mining stocks?

Postby precious44 » Thu Mar 10, 2011 2:53 pm

TSX.V : MON
Montero Mining & Exploration
Montero Mining and Exploration Limited is a mineral exploration and development company focused on rare earth element (REE), uranium and phosphate deposits in Tanzania and Canada. Our Wigu Hill project in Tanzania is a high grade undeveloped REE deposits that the company will drill in 2011.

I have invested in this at startup stage and it might be worth looking at.
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Re: Recommendations for rare earth mining stocks?

Postby fexx » Mon Mar 14, 2011 10:32 pm

I've done some research into this area, and it definitely seems worth looking into.

Please note - I'm aware that I'm quite late here, but I thought I would summarise what I have learned in case it is of use to anyone. The current Japanese situation may spark more interest into renewable/non-nuclear energy solutions. Uranium stocks may now not be as lucrative as previously thought.


Rare Earth Elements

- James Dines sparked off interest in this area in May 2009.

- There are 17 rare earth metals - Lanthanum(La), Cerium(Ce), Praseodymium(Pr), Neodymium(Nd), Promethium(Pm), Samarium(Sm), Europium(Eu), Gadolinium(Gd), Terbium(Tb), Dysprosium(Dy), Holmium(Ho), Erbium(Er), Thulium(Tm), Ytterbium(Yb), Lutetium(Lu), Yttrium(Y) & Scandrium(Sc)

- Uses include; Precision-guided weapons, Night vision, Radar systems, Hybrid cars, Wind turbines, Rechargeable batteries, Polished glass for flat-screen TVs Automobile exhaust systems, High-powered magnetic motors, Lasers, Fire retardants (toys, clothing, seat covers), Soldering, Lead batteries, Ball bearings and Microelectronics. They are crucial for miniaturisation and have may applications in energy efficiency/green energy.

- The best investment potential appears to be stocks in miners of dysprosium, terbium, neodymium, praseodymium and europium. Reuters think these will grow by a minimum of 8% PA. They have also stated that electric vehicle demand for dysprosium, neodymium and praseodymium is set to grow by approx. 790% from 2010 to 2015.

- As prices increase, another big investment opportunity could be in recycling rare earth elements.

- Rare earth elements not rare, but hard to find in large concentrations. Most deposits also contain Thorium, which is radioactive (and also considered a superior fuel to Uranium). This makes extraction difficult (and not green - http://www.theatlantic.com/magazine/arc ... ecret/7377)

- China accounts for 95% of rare earth mineral supply and controls the market. It has lowered the export limit of supplies causing price increases. Other countries also have resources (including Mongolia,Kazhakstan, Malaysia) and some are now trying to break into the market (http://www.montrealgazette.com/Malaysia ... story.html) There has been debate in China for total ban on foreign shipments of terbium, dysprosium, yttrium, thulium, and lutetium.

- Other interesting looking non-Rare Earth elements for investment - Antimony, Lithium & Rhodium.

- Related site: http://rareearthinvestingnews.com/



Rare Earth Element stocks

Molycorp (MCP) (looking overpriced now)
Great Western (GWMGF.GK)
Avalon (AVARF.PK, TSE: AVL) (possibly overpriced??)
Stans Energy (STZYF.PK)
Lynas (LYSCF.PK)
Arafura (ASX: ARU)
Medallion Resources, (MLLOF.PK)
Rare Earth Resources (NYSE:REE)
Greenland Minerals & Energy Ltd. (GGG.AX)
Ucore Rare Metals (UURAF)
Quest rare minerals (QSURD)
Peak Resources Ltd. (PEK.AX)
Talison Lithium (TLH.TO)
Tasman Metals (TASXF.PK)
Neo Material Technologies (NEMFF.PK)
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Re: Recommendations for rare earth mining stocks?

Postby Pixel8r » Tue Mar 15, 2011 1:30 pm

fexx wrote:I've done some research into this area, and it definitely seems worth looking into.

Please note - I'm aware that I'm quite late here, but I thought I would summarise what I have learned in case it is of use to anyone. The current Japanese situation may spark more interest into renewable/non-nuclear energy solutions. Uranium stocks may now not be as lucrative as previously thought.

SNIP

Thanks for your input. :thumbup:
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Re: Recommendations for rare earth mining stocks?

Postby fexx » Wed Mar 16, 2011 9:34 am

I'm way behind on this one! There's a GEI thread on this I never noticed before, which has now resurfaced at
http://www.greenenergyinvestors.com/ind ... 4174&st=40

Bubb has written down basically everything I spent several hours researching, but phrased it better and did it in Sep 2008!

As an update, it seems that these stocks were looking overpriced, but some are now taking a bit of a hammering. There maybe good points to buy in.

What do people on here think are the best value stocks at the moment?

At the moment, I would think any non-Chinese stocks, that include Neodymium mining and possibly located in Africa (which looks to have the best potential).
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Re: Recommendations for rare earth mining stocks?

Postby Pixel8r » Fri Mar 18, 2011 8:32 pm

New great interview with James Dines on KWN. James tells why he is super bullish on rare earth elements, silver and gold.

http://kingworldnews.com/kingworldnews/Broadcast/Entries/2011/3/16_James_Dines.html
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Re: Recommendations for rare earth mining stocks?

Postby Jeremiah » Sun Apr 10, 2011 4:29 pm

Rare Earth Stocks Heat Up On Legislative Action I wondered why my only Rare Earth stock, Medallion Resources (MDL.VSE) jumped about 30% the other day. It seems legislation has been tabled in the US to fast-track Rare Earth ventures as regards funding and permitting in an effort to secure a steady supply independent of China.
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Re: Recommendations for rare earth mining stocks?

Postby fexx » Wed Apr 13, 2011 8:20 pm

Jeremiah wrote: Medallion Resources (MDL.VSE) jumped about 30% the other day.


Bugger, I was looking at this only the other week!

I wanted some exposure in this area, but I'm beginning to feel I've missed the boat.

I read a bit ago that Bubb was lightening up on some REE stocks which made me reconsider, what do people on here reckon?
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Re: Recommendations for rare earth mining stocks?

Postby Jeremiah » Thu Apr 14, 2011 1:09 pm

I wouldn't fret too much fexx, as others have suggested, there may yet be a pullback in all stocks and commodities should the FED turn off the liquidity taps to cause a little pain in order to get the masses to squeal for more, whilst allowing certain 'privileged parties' to hoover up assets cheaply on the dip - same as it ever was! I was looking at Dacha Strategic Metals (DSM.VSE) but missed the boat there myself a little, I should have jumped in at 36p. It seems they target and buy up various Rare Earths and hold them until demand/shortages cause the market price to rise. Medallion is after all still only an explorer, and though it seems to be headed by a well-respected figure in the field, must presumably be years away from production (if ever!)
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Re: Recommendations for rare earth mining stocks?

Postby fexx » Fri Apr 15, 2011 8:52 am

Thanks Jeremiah,
Have you any specific recommendations? DSM.VSE look interesting. I was thinking of splitting any exposure to REEs market 50:50 between a couple of more established producers plus a couple of more speculative explorers (particularly Africa as it seems to have a lot of potential).
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Re: Recommendations for rare earth mining stocks?

Postby Jeremiah » Fri Apr 15, 2011 2:02 pm

fexx wrote:Thanks Jeremiah,
Have you any specific recommendations?
No, I'm pretty new to mining investment in general. I only began several months back with the PM miners and only tacked on a Rare Earth explorer as a bit of diversification. What I have gleaned so far is that the HREEs (heavy Rare Earths) are to be preferred, and those are what Medallion are targeting. Their CO places greater merit on ease of access to deposits as he feels the logistics of mining in a remote region and then the complicated processing procedures would heavily eat into margins. No doubt there will be great resources yet to be discovered in Africa, but I don't intend to follow that path myself. I've decided my stock-picking skills generally leave a little to be desired so I am using Pinetree Capital (PNP.TSX) as a proxy for explorers/juniors and they also include some Rare Earth companies. Having said that, I did buy into AIM-listed Tri-Star Resources which sounds like it has found a decent Antimony deposit in Turkey and may be looking at an upward re-rating soon - but DYOR.
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Re: Recommendations for rare earth mining stocks?

Postby Gold_bee » Tue Apr 19, 2011 11:23 am

Avalon are doing nicely.
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Re: Recommendations for rare earth mining stocks?

Postby Pixel8r » Tue Jul 05, 2011 8:29 pm

China isn't going to own 97% soon by the looks of things.

Huge rare earth deposits found in Pacific: Japan experts

TOKYO | Mon Jul 4, 2011 2:58am EDT

(Reuters) - Vast deposits of rare earth minerals, crucial in making high-tech electronics products, have been found on the floor of the Pacific Ocean and can be readily extracted, Japanese scientists said on Monday.

"The deposits have a heavy concentration of rare earths. Just one square kilometer (0.4 square mile) of deposits will be able to provide one-fifth of the current global annual consumption," said Yasuhiro Kato, an associate professor of earth science at the University of Tokyo.

The discovery was made by a team led by Kato and including researchers from the Japan Agency for Marine-Earth Science and Technology.

They found the minerals in sea mud extracted from depths of 3,500 to 6,000 meters (11,500-20,000 ft) below the ocean surface at 78 locations. One-third of the sites yielded rich contents of rare earths and the metal yttrium, Kato said in a telephone interview.

The deposits are in international waters in an area stretching east and west of Hawaii, as well as east of Tahiti in French Polynesia, he said.

He estimated rare earths contained in the deposits amounted to 80 to 100 billion metric tons, compared to global reserves currently confirmed by the U.S. Geological Survey of just 110 million tonnes that have been found mainly in China, Russia and other former Soviet countries, and the United States...
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Re: Recommendations for rare earth mining stocks?

Postby Pixel8r » Mon Sep 10, 2012 7:41 pm » Safari 6.0 Safari 6.0  Mac OS X Mac OS X  Screen Resolution: 1680 x 1050 1680 x 1050

Molycorp was one of James Dines favourites wasn't it? Looks like REE are going to buy a buy in another year or so.

Rare Earths Free Fall From Dizzying Heights

The soaring prices of rare earth metals and uncertain supply forecasts due to Chinese quota restrictions dominated discussions in the first half of 2012. Since then, the rare earths market has been in free fall. Experts predict that the current scenario could play out for a year before we see a turnaround of fortunes.

Falling prices and poor demand for rare earths have forced many producers to halt production. The current scenario has affected all rare earth producers. Even China is feeling the slump. Steep prices, Chinese quotas and supply uncertainties earlier this year, sparked off many new rare earth ventures besides forcing downstream industries to look for alternatives. The drop in rare earth prices is attributed to the continuing euro zone crisis and new rare earth production coming online. Some analysts even suggest that the softening demand is also because rare earth consumer industries have adjusted their production in line with the rare earth quotas announced earlier this year.

Molycorp Inc., whose fortunes were soaring in the early part of 2012, has been ravaged by falling prices; it couldn’t have happened at a worse time. Heavily in debt, the company’s balance sheet has been severely dented by the downward trend of the rare earths market. S&P has lowered Molycorp’s rating and placed it on watch. The company’s stock has fallen 50% in the last three months.

Molycorp’s problems aren’t entirely due to the prevailing economic situation – much of it is self inflicted. Not only did Molycorp get heavily into debt to pull off its acquisition of Neo, it’s now also saddled with Neo’s legacy debts which amount to some $230 million in convertible notes. Added to this, Molycorp’s modernization and expansion of their flagship Mountain Pass mine is expected to cost the company around $900 million...
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Re: Recommendations for rare earth mining stocks?

Postby JIMBOWEN » Sun Dec 30, 2012 7:16 pm » Google Chrome 23.0.127 Google Chrome 23.0.127  Windows Seven 64 bits Windows Seven 64 bits  Screen Resolution: 1366 x 768 1366 x 768

Rare earth company with a "mine to market" business model. This is the best play in the sector imo but the share price has cratered like a lot of junior resource stocks!

http://commodityshares.net/great-western-minerals/
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Re: Recommendations for rare earth mining stocks?

Postby JIMBOWEN » Tue Mar 19, 2013 12:59 am » Safari Mobile 5.1 Safari Mobile 5.1  iPad iPad  Screen Resolution: 768 x 1024 768 x 1024

GWG releases PEA - the numbers look promising with a very high IRR:

$555 Million after-tax net present value ("NPV") applying a 10% discount rate and a 28% South African corporate tax rate
66% after-tax internal rate of return ("IRR")
4.3 year estimated Project payback period, on an after-tax basis, from start of underground mining production.
11 year potential life of mine

http://www.proedgewire.com/rare-earth-i ... -producer/

Byron Capital have a $2 price target - link to note below:

http://www.stockhouse.com/bullboards/me ... GWG&t=LIST
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