2012年9月3日星期一

Strategic wow gold Minerals Concentrator

"This deal moves us from where we may have been perceived as a junior miner, to a fully integrated operator," Great Western Chief Executive Jim Engdahl told Reuters of the preliminary agreement. "It completes our integration chain and that's a key part of what we're doing."Rare earths are not actually rare. Before pressure, we believe in self to demand composed , strict , advance bravely. Enterprise spirit: Industrious , deal with concrete matters relating to work , be innovative , develop The consistent distinctive character being that section has a surplus of person industriously , the principle dealing with concrete matters relating to work being that section has a surplus of person working , the soul being innovative being that section has a surplus of , the inexhaustible driving force being that enterprise develops. Our starting point is not higher than others , the ratio other people that we visit is distant but. Life-force "industrious , dealing with concrete matters relating to work , being innovative , developing " to bring up the enterprise continuing forever. Enterprise purpose: Create value , the accomplishment ideal , offer society as a tribute Creating value is that demand of society to enterprise , section have a surplus of a company to achieve coming maximal value self ideal, offers entire society as a tribute. Enterprise target: First-rate quality , first class service , first-rate beneficial result Growing up that section has a surplus of originates from customer's acception , we look on "first-rate quality , first class service , first-rate beneficial result " as section having a surplus of the preeminent grail. Outlook on values: The benefit running after the company and the customer is maximized The company and customer's win-win let each other coordination getting a high limit , managing that section has a surplus of become especially harmonious. Manage idea: High grade , new product , low cost, stabilize "That high grade , new product , low cost, stabilize " makes enterprise hold on to a dominant position in same industry , advantage originates from section having a surplus of taking seriously the ordinary time to detail. Servant idea: People-oriented , give full scope to the talents People's activity bringing into play all is all-important during the period of any. Section has a surplus of enthusiasm , initiative and creativeness being that every employee provides the vast platform developing , brings an employee into play sufficiently. Really not that worrisome for Lynas (more worrisome for MCP, located in moonbeam land aka California). Lynas cannot apply for approval of a plan until they formulate the plan. Could not formulate the plan while waiting for the IAEA review. Could not do the plan afterwards until they worked out how to meet the new requirements resulting from the review. Now they are waiting for the Malay government to rule on the steps they plan to take PRIOR to creation of any waste. After getting that, they can begin formulating the waste plan. How that ties in with their promise to be the lowest cost producer in the world puzzles me.

aussiereader5,I believe this is the beginning a normal sharp rise six months before production. But Lynas is doing very well and has some of the toughest work behind them. There are still challenges ahead. But when the future problems are solved the share price will be rewarded with each measure of progress. That is the benefit of being close to production and earnings. The often thankless drudges of feasibility, funding, and approvals are in Lynas' past. I added hand over fist to LYC and NTU this month (even sold some of my fixed income assets). I am seeing great gains this week and will hold the shares till I think Lynas and NTU's advantages are at their widest. My guess that could be a year or more easily for Lynas.

A NOURF/NTU recap:The rock samples tell us xenotime is there. And the bar is set pretty low in many respects. The only other primarily xenotime HREE project traded with drills is Tasman. They have a TREO that is about 0.54%. If NTU is around 3% (a very possible result) NTU becomes the best HREE project in the world based on the major metrics: TREO%, %HREE, and Dy %. And if they JV with Lynas (also a strong possibility) they could have one of the shortest timelines with one of the smallest cap ex costs out there. That is all in an $ 0.80 spec stock. And that spec has two very knowledgeable rare earth investors in Lynas an Yue and five of the largest banks in the world all in it's top ten. You don't get those giants piled into a $ 116 million market cap stock with no drills unless they know something. I cannot EVER name a stock where this many heavyweights got into a tiny spec like this. Can anyone name one?We will know some answers very soon. But as a speculator you read the signs and take your chance. And from that perspective I will have no regrets no matter what happens.

I believe major players (and "major" for a 4cent stock need not be wow items a Goldman Sacks) are "grazing" the microcaps like SRSR in a sporadic fashion (meaning, no way to predict which are snatched up, and which are ignored). In this case, I will buy some more in the $.04 - .05 range.

HTL,Thanks for sharing the thoughts with your usual candor and detail. I know several readers follow Lynas here and on Copper. Over there is a TA person name mitta. For those that read both, I wow gold much prefer HTL. He may not paste the pretty pictures, but his understanding of TA is vastly more detailed and thorough. He also has a modesty that mitta can only dream about. She has never owned a mistake and can't beat a coin toss. HTL understands the theory on a detailed level and generally let's the reader decide. It is not only a more selfless respectful approach. My average share basis is so low that I hope I can continue this process for at least several more years, though if volatility becomes strong enough, I may acquire trading shares and start to trade them.

LOL, rotfl, it would seem I can't see the forest for the trees!I believe a debt deal COULD put gold back somewhat, but that is one reason to invest in royalty stream companies like Sandstorm. They are getting gold (and silver as well, though they treat them as "equivilant ounces" of gold) at prices a fraction of current market. They just don't get hit as hard when gold drops from $1650 to, say, $1580. Since they have streams where they are getting gold for $350-500 per ounce. Again, that's my basic opinion.

If the company plans resemble Silver Wheaton, that's because the founder of Sandstorm came from there. Gold is an asset class rapidly distancing itself from its history as a commodity, while Silver is a commodity which MIGHT move into an asset class slot should it ever be allowed to resume its historic relationship with gold. Needless to say, this changes how long term royalty stream contracts are structured. I am NOT adept at parsing these things, but I believe SLW has to accept more byproducts because silver is still treated as a commodity (as are the byproducts like zinc, lead, etc). In both cases however the contracts are counched in terms of "equivalent ounces", which are computed with a simple formula based upon market pricing and the schedule of payments needed to satisfy the contract. Right now the world's bankers are busy selling paper to each other and taking zero cost money from their central banks and trading with it in the planetary markets - their interest in risky mining startups is very low. is a growth focused resource based company that seeks to complete gold purchase agreements with companies that have advanced stage development projects or operating mines. A gold purchase agreement involves Sandstorm making an upfront cash payment to its partners and in exchange, Sandstorm receives the right to purchase a percentage of the gold produced for the life of the mine, at a fixed price per ounce. Sandstorm has completed gold purchase agreements with Luna Gold Corp., SilverCrest Mines Inc., Santa Fe Gold Corp., Rambler Metals and Mining plc, Brigus Gold Corp. and Metanor Resources Inc. You may be better off than me. I knew I wanted a lot of NTU so I have been loading up on the ASX. But NOURF could see a big squeeze here in addition to the drill results boost. If the drill results are good there is not nearly enough NOURF shares. You are already seeing USD $1.05 when it closed on the high at $ 0.805! That is anticipation of drill results. A little less than a year ago, we had a conversation about the two stocks. I told him I preferred my heavy rare earths away from the people in NSW and that I thought Alkane could have trouble with the locals there. He explained that Alkane would be fine and that Alkane was much more that HREE's and that they were much further along. But if buckdow is reading this, you can see I remember and respect what you told me. We have both seen good gains, and would welcome the chance to talk again buckdow. Take care all.

My understanding is that the ANC Youth League (a South African political party) is a small fringe element but they are gaining some traction. They are the ones behind the push to nationalize mining industries-- I don't think this is an immediate issue and has been in the news for a long time. Obviously, this issue still needs watching, especially since the current president is up for re election. This article deals more with shuffling around of the current administration, imo. On another note, does anyone know why the LYNAS website hasn't been updated regarding the LAMP recommendations? It still states end of June target date. Here is the quote:"The expert panel is comprised of eminent representatives of the International Atomic Energy Agency (IAEA), an internationally recognised body that has the necessary expertise to undertake such an assignment. In the first week of June, the IAEA concluded the independent expert mission to Malaysia to review radiation safety at the LAMP. The 10-member review team held technical meetings as well as numerous sessions to gather public views and hear concerns about the facility. It also met Lynas project staff and visited the construction site during its week-long mission. "Lynas respects the independent review process, and understands the independent review process is progressing on schedule to report to the Malaysian Government by the end of June."

OG,The company has give several comments and updates since then. They just have not bothered with this link. The only mud is your weak research approach. Go Google them and stop downramping. They have said they are continuing construction wow items and should finish construction and commissioning by the end of the year. Practical completion and commissioning of the LAMP are scheduled to be achieved before the end of 2011. Expect photos and further details in the upcoming Quarterly Report. Also your link is updated with the presentations. We just finished the last round of rare earth conventions so it may still be some time before the next updated presentation. I believe Lynas has had the greatest transparency in the rare earth business. Name me any rare earth company that has done better. And don't say GW after all of the guess work over the last 2 months with only a point of terms draft at this stage.

Actually, I am not a fan of GWM management. If you go back through my comments over the last few years ( having invested in them and various other ree plays since 2009) you would know that. My position is clear, although not to you. I am not a fan of GWM. They are also consistent in stating they have all permissions to build the LAMP. They have not acquired the necessary permits to run the facility. That is in every single one of their statements. It's boilerplate. Nor do I see that they will, in fact, obtain them by year end. Nowhere do I see any further references to the problems they have encountered with cracks in the tanks, etc. Even in Malaysia ( where I presume it is easier to build than in the USA for instance), the process of building does not stop at the permit to build. This was uncovered by the press, not by disclosure from Lynas. Lynas is a reactive company, imo. They do not initiate tough discussions, they get caught in something, than have to explain. And explain again. There will be many inspections along the way. The construction has been obviously delayed, and perhaps stopped at times. The point is not what they state, but incomplete statements and omissions (I believe by design rather than by error), forcing us to read between the lines. And, while you seem to be a great fan of Nick Curtis, I most emphatically am not. it doesn't matter if its REES or something else. It doesn't matter if I have positions in one company or three. You are barely on this side of civil today--what you accuse me of, "down ramping" is in fact what you often do yourself to companies you don't like and people you disagree with--it's your problem, not mine.

Chi: "The only mud is your weak research approach." What the heck is this? No need for that kind of approach here in Trip's REE threads. I enjoy reading your comments, and especially enjoyed tag teaming with you about Dr. Leeb's nonsense a while back, his name calling and what not, his reliance on some diplomas that he is more knowledgeable and experienced than any of his commentors. What a bunch of bunk!I commented today via PM to Tripleblack that it's almost impossible for me to add to these discussions because the participants here are all over everything 24/7, including yourself. Added, to me, wow gold it's akin to being in the "rocking chair," rolling down the highway between two semis at 85 mph, unafraid of cops pulling me over--in reading these fantastic threads. She was the one who turned me on to the REE space. And after that, Tripleblack learned of this space, and then learned and learned. Together, us early on pals, have all made nice coin in the REE space. You may have known about REEs way before any of us, but it was you who was attracted to these threads, to Tripleblack's incredible work. OptionsGirl is one fantastic researcher. Just about resourceful as anyone I've ever encountered here on Seeking Alpha. And she is not only very knowledgeable about the REE space, but many sectors I've never once seen you make comment. I suggest you create a little mental button that allows you to sit back and realize that every once in a while you tend to get a little over the top. I really don't care if you don't care what people think of you, or what you think of others. Go to Wikilinks and the Christian Science Monitor for good coverage of South African politics. The DC (which was the white party during apartheid) is gaining traction, even though only 8% of South Africans are white. That means the ANC ( which is Nelson Mandela's party) is losing black voters. If black and white is not politically correct, I apologize to anyone who wants to read politically correct language in advance. But I see writing on the wall that at any moment the Chinese government will expand their export quota controls to the items Neo is getting from their allied companies in China. That could impact their fortunes going forward, though in a more long term fashion (at least, that would be the logical reaction - sometimes these things do not progress according to logic).

PS: I believe NEO has valuable proprietory knowledge which they share with their Chinese Magniquench arm, plus other know-how which may prove critical to the day when they may encounter supply disruption from China due to geopolitical problems. I have been thinking of them recently in light of Hitachi's decision to move 20% of their magnet lines to China. Its the most forward-looking challenge I have ever seen, as a whole. History is both critical to comprehending where it is now, and yet largely obsolete due to the pace of change in the operating environment (particularly the political and geopolitical dimension).

The only ones I really trade very actively have been HREEF (LOL, the sheep head stew capital of the world), AVL and QRM. Volumes on these stocks are sufficient for the type of trading I do, which is not usually Day trading so much as what I term a "raid" where I enter a position at a certain price, with the intention of departing at a higher price whenever that goal is reached (which CAN be the same day, but if more often a few weeks or months later). I really don't consider them as having the volume or volatility to support an active trade, but then I'm not looking to necessarily "invest" a lot of money in them long term, either. Perhaps the best characterization of these would be as a "slow trade".

The list is about evenly split between investments and trades. Of them, I consider ARAFF as interesting because the stock has recently been driven down from a delay in their buildout (its trading about 7 or 8 cents above my current target). GDLNF because it is a combined Uranium/REE play blocked by a political barrier which has also been driven down to about half the price I sold off from. ALKEF because of the interesting list of insiders and Australian positioning, plus I like their business model. UURAF because it enjoys strong political patronage in Congress. I have already held Lynas shares over a year and will likely not sell any over the next year. I have even taken hell on this list multiple times for saying weak fundamental trades are bad risk/reward ratios. And due to the strength of the sector those trades have mostly worked. If you want to go micro and still invest for over a year I would consider nitro's UAMY. The company is producing and I like Antimony for years to come. And I will not "take profits" if the NTU results are good. It will take the market to fully value such an event and Lynas' shareholding could remain a big driver for NTU even into the future. I have traded only two drill results since January (Pacific Wild Cat Montero).
source:http://www.wow-items.net

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