December 9, 2010 @ 5:55 pm | Leading Indicators |
Good news—but it’s hard to tell how much that news is worth because so much is still at the “letter of intent” or “considering” stage. Molycorp (MCP), the U.S. rare earth mining play that went public on July 29 with a first day closing price of $12.85, spelled out its...
October 20, 2010 @ 1:08 pm | Leading Indicators |
On October 16 China’s Ministry of Commerce said that the country could run out of medium and heavy rare earth reserves in 15 to 20 years at the current rate of production. Could this be true? Or is it simply justification for the country’s decision to cut export...
September 27, 2010 @ 12:08 pm | Leading Indicators |
It was something more than a threat but less than an actual embargo. But China seems to be putting the clamps on exports of rare earth minerals to Japan. The New York Times reported on September 23 that China had put an embargo on all exports of rare earth minerals to...
November 30, 2009 @ 2:59 pm | Sell |
Lynas (LYSCY.PK) isn’t set to produce revenues from its rare earth mine at Mount Weld in Western Australia and from its Advanced Materials Plant in Malaysia until the fiscal year that ends in June 2011. And even then the Wall Street consensus calls for revenue of just...
November 6, 2009 @ 8:30 am | Breaking News, Leading Indicators |
Follow the money. Great advice whether you’re trying to unravel political skullduggery or separate stock market winners from wannabees. Too many investors, though, think that the money they should be following is earnings, the most familiar but also most easily...
September 11, 2009 @ 8:30 am | Breaking News, Leading Indicators |
Lanthanum. Neodymium. Dysprosium. Terbium. The words don’t exactly roll off the tongue. But they’re the names of four of the seventeen rare earth elements. You can’t build a Prius, an accurate missile, or a wind turbine without them. And thanks to the threat of an...