Critical Metals Recommendations

Alkane Resources Ltd.

The Mining Report Interview with Richard Karn (4/22/14) "ALK is one of the few companies in the space that has been able to deliver samples across its entire product line for end-users to evaluate."

Carbine Tungsten Ltd.

The Mining Report Interview with Richard Karn (4/22/14) "CNQ has fine-tuned operations over the last 22 months, growing average production to 1,500 MTU/month."

Pretium Resources Inc.

Jeff Killeen, CIBC World Markets (4/17/14) "PVG's Valley of the Kings zone will generate both interest in the company and working capital."

Mandalay Resources Corp.

Andrew Kaip, BMO Capital Markets (4/14/14) "MND reported Q1/14 antimony production ~13% above our projections."

Namibia Rare Earths Inc.

The Mining Report Interview with Zachary Schumacher (4/8/14) "NRE has a good project. It's definitely smart for the company to be where it is."

Ucore Rare Metals Inc.

The Mining Report Interview with Zachary Schumacher (4/8/14) "UCU has local political and economic support, which can offer real assurance to companies looking to partner."

Mason Graphite Inc.

Morning Coffee (4/4/14) "LLG announced an $11.5M bought-deal private placement offering."

Commerce Resources Corp.

Stephan Bogner, Rockstone Research Ltd. (4/3/14) "CCE is our top pick in the rare earth space; we are confident that the Ashram deposit will be put into production."

The Mining Report Interview with Stephan Bogner (4/1/14) "CCE is our favorite company in the REE space."

NovX21 Inc.

The Mining Report Interview with Stephan Bogner (4/1/14) "NOV's PGM recovery technology has a gross margin in excess of 30%."

Zimtu Capital Corp.

The Mining Report Interview with Stephan Bogner (4/1/14) "Many of ZC's core holdings have more than doubled year-to-date."

Focus Graphite Inc.

Gareth Hatch, Seeking Alpha (3/25/14) "FMS' definitive feasibility study is slated for completion in H1/14."

Northern Graphite Corporation

Gareth Hatch, Seeking Alpha (3/25/14) "NGC completed development and testing of coatings for its graphite."

Mason Graphite Inc.

James West, Midas Letter (3/24/14) "LLG is squarely in the lead to be one of Canada's next producing graphite mines."

Zimtu Capital Corp.

The Mining Report Interview with Jeb Handwerger (3/18/14) "ZC is one of the forces behind some high-quality, early-stage junior mining companies."

Largo Resources Ltd.

Patrick Morton, RBC Capital Markets (3/18/14) "LGO's Maracás should become the highest grade vanadium mine in the world once production starts in Q1/14."

Arianne Phosphate Inc.

The Investment Doctor, Seeking Alpha (3/17/14) "DAN is in an excellent position; Lac à Paul has great long-term potential."

Largo Resources Ltd.

Luisa Moreno, Euro Pacific Capital (3/14/14) "We are initiating coverage on LGO; it has the potential to become a major low-cost producer of vanadium."

Mason Graphite Inc.

Daniel Greenspan, Macquarie Capital Markets (3/6/14) "If LLG reaches its milestones, it could start construction in 2015."

Bob Beaty, The Bottom Line Report (3/5/14) "Investors shouldn't discount LLG's relationships with global clients."

Tasman Metals Ltd.

The Mining Report Interview with Kiril Mugerman (3/4/14) "Should TSM and Flinders merge, they might be able to achieve cash flow and mineral diversification."

Northern Graphite Corporation

The Mining Report Interview with Kiril Mugerman (3/4/14) "NGC only needs to sell a relatively small amount of graphite to reach its revenue targets."

Mason Graphite Inc.

The Mining Report Interview with Kiril Mugerman (3/4/14) "LLG will be able to supply the full spectrum of graphite, from minus-150 mesh to plus-50 mesh."

Focus Graphite Inc.

The Mining Report Interview with Kiril Mugerman (3/4/14) "FMS produced improved metallurgical results last year and has an offtake agreement with a Chinese company."

Energizer Resources Inc.

The Mining Report Interview with Kiril Mugerman (3/4/14) "EGZ plans to produce over 80K tons of graphite annually."

Atico Mining Corp.

Erik Bermel, M Partners (3/3/14) "ATY has a proven management team, high grades and expansion potential."

Arianne Phosphate Inc.

Brien Lundin, Gold Newsletter (Jefferson Financial) (3/1/14) "DAN's Lac a Paul project has very appealing economics."

Mandalay Resources Corp.

Andrew Kaip, BMO Capital Markets (2/26/14) "MND continues to beat production expectations and bring cash to shareholders despite weak prices."

Ucore Rare Metals Inc.

Ben Kramer-Miller, Wall St. Cheat Sheet (2/25/14) "UCU's advantage is its access to financing."

Medallion Resources Ltd.

Eric Muschinski, Gold Investment Letter (2/23/14) "MDL is working hard behind the scenes; some good news is close."

Focus Graphite Inc.

The Mining Report Interview with Stephen Riddle (2/18/14) "I'd like to congratulate the management of FMS for obtaining an offtake agreement."

Saint Jean Carbon Inc.

The Mining Report Interview with Stephen Riddle (2/18/14) "SJL has some veins in which the percentage of graphite is quite high."

Energizer Resources Inc.

The Mining Report Interview with Stephen Riddle (2/18/14) "EGZ is determining its expected footprint; when that is determined, the company can calculate realistic selling prices."

Namibia Rare Earths Inc.

The Mining Report Interview with Ryan Castilloux (2/11/14) "NRE's Lofdal project is very interesting; REOs are 80% HREOs and 70% CREOs."

Tasman Metals Ltd.

The Mining Report Interview with Ryan Castilloux (2/11/14) "TSM's Norra Kärr project can cover a major portion of operating costs and payback capital using revenue from byproducts."

Northern Minerals Ltd.

The Mining Report Interview with Ryan Castilloux (2/11/14) "NTU's Browns Range project in Australia is interesting."

Almaden Minerals Ltd.

Charlotte McLeod, Resource Investing News (2/5/14) "AMM has a robust portfolio, with an estimated 1,351,000 oz Au eq in the Ixtaca zone at Tuligtic alone."

Medallion Resources Ltd.

Christopher Ecclestone, Hallgarten & Co. (2/5/14) "MDL's partnerships in Oman and Jordan could provide access to substantial monazite deposits."

Tasman Metals Ltd.

Christopher Ecclestone, Hallgarten & Co. (2/5/14) "TSM's cash flow from its graphite start-up will get its REE project onto its feet."

Midland Exploration Inc.

The Gold Report Interview with Adrian Day (1/31/14) "MD's JV partners have already re-upped, which demonstrates confidence in the projects."

Arianne Phosphate Inc.

Chris Berry, Morning Notes (1/31/14) "DAN has a sound balance sheet, strong insider and institutional holders and a deposit in a favorable jurisdiction; it is substantially derisked."

Commerce Resources Corp.

Stephan Bogner, Resource Investor (1/30/14) "CCE reported an intriguing new discovery on its Eldor property."

Namibia Rare Earths Inc.

The Mining Report Interview with Luisa Moreno (1/28/14) "NRE's Lofdal REE project has the potential to produce large amounts of these less common elements."

Commerce Resources Corp.

The Mining Report Interview with Luisa Moreno (1/28/14) "I think CCE's recent Ashram deposit results are very positive."

Tasman Metals Ltd.

The Mining Report Interview with Luisa Moreno (1/28/14) "TSM plans to merge with Flinders Resources, a company with an advanced graphite project in Sweden."

Northern Minerals Ltd.

The Mining Report Interview with Luisa Moreno (1/28/14) "NTU has attracted a number of partners and investors, and has raised $30M in the last 12 months."

Klondex Mines Ltd.

Philip Ker, PI Financial (1/23/14) "The Midas mine acquisition makes KDX a bona fide producer with great potential."

Medallion Resources Ltd.

Eric Muschinski, Gold Investment Letter (1/19/14) "I believe MDL stock is going to roar back this year."

Focus Graphite Inc.

The Mining Report Interview with Simon Moores (1/14/14) "The offtake deal with China gives FMS an advantage now over other players."

Northern Graphite Corporation

The Mining Report Interview with Simon Moores (1/14/14) "NGC did a great job of getting out ahead in the race."

Pilot Gold Inc.

Tara Hassan, Haywood Securities (1/9/14) "PLG's TV Tower has the potential for significant scale."

Trevali Mining Corp.

Derek Macpherson, M Partners (1/7/14) "TV is positioned as the next midtier base metal producer with significant leverage to a favorable zinc market."

Tasman Metals Ltd.

Jeb Handwerger, Gold Stock Trades (1/2/14) "TSM stock is already in a major six-month uptrend and is building momentum."

Focus Graphite Inc.

Jeb Handwerger, Gold Stock Trades (12/31/13) "FMS' offtake with the Chinese may have spurred stock volume breakouts."

Mason Graphite Inc.

Thom Calandra, The Calandra Report (12/30/13) "LLG's Lac Guéret is extremely high grade."

Pinnacle Digest (12/29/13) "LLG's stock price has performed well in the month of December."

Bishop Research and Analytics, Seeking Alpha (12/27/13) "LLG has an excellent opportunity to reward investors with triple-digit gains in the next three years."

Wellgreen Platinum Ltd.

Brien Lundin, Gold Newsletter (Jefferson Financial) (12/19/13) "WG's world-class Wellgreen deposit is mineral rich and just keeps growing."

Arianne Phosphate Inc.

Brien Lundin, Gold Newsletter (Jefferson Financial) (12/19/13) "DAN is sitting on a gold mine (OK, a phosphate mine) at Lac a Paul."

Saint Jean Carbon Inc.

Andrew Topf, Resource Investing News (12/18/13) "Metallurgical results from SJL's Walter mine showed 99.1% carbon."

Northern Graphite Corporation

Henry Lazenby, Mining Weekly (12/18/13) "Stopped graphite production in Pingdu could benefit NGC."

Energizer Resources Inc.

Charlotte McLeod, Resource Investing News (12/17/13) "EGZ has acquired the remaining 25% interest in Molo."

Henry Lazenby, Mining Weekly (12/17/13) "China's partial graphite mining halt could paint a rosy picture for EGZ."

Zimtu Capital Corp.

The Gold Report Interview with Stephan Bogner (12/16/13) "ZC's business model provides a great way for investors to profit from the public company-building process."

Commerce Resources Corp.

The Gold Report Interview with Stephan Bogner (12/16/13) "CCE's Ashram REE project has a huge resource, high grades and a unique distribution of the most in-demand elements."

Tasman Metals Ltd.

Kiril Mugerman, Industrial Alliance Securities (12/13/13) "TSM's potential merger may strengthen the balance sheet and add potential cash flow revenue."

Luisa Moreno, Euro Pacific Capital (12/13/13) "TSM's proposed merger with Flinders would be beneficial to both company's shareholders."

Arianne Phosphate Inc.

Jay Taylor, Gold, Energy & Tech Stocks (12/13/13) "DAN's phosphate mine is not being given the respect it deserves."

Mason Graphite Inc.

The Gold Report Interview with James West (12/11/13) "LLG is one of my larger holdings; its project has grades up to 20% graphite and beyond."

Tasman Metals Ltd.

The Mining Report Interview with Jeb Handwerger (12/10/13) "TSM has REEs, infrastructure and a lot of support."

Carbine Tungsten Ltd.

Vivian Diniz, Resource Investing News (12/9/13)

Mason Graphite Inc.

Morning Coffee (12/6/13) "The enlarged mineral resource at LLG's Lac Guéret could lead to optimized pit design and improved economics."

Tasman Metals Ltd.

The Gold Report Interview with Mike Niehuser (12/4/13) "With excellent infrastructure, TSM's project presents the option for a low capital-cost project, which is appealing."

Namibia Rare Earths Inc.

The Gold Report Interview with Mike Niehuser (12/4/13) "NRE has the highest basket price for contained minerals, within a well-defined resource with excellent expansion opportunity."

Michael Niehuser, Beacon Rock Research (12/2/13) "NRE is in an excellent position to build upon metallurgical test work to date."

Mason Graphite Inc.

Luisa Moreno, Euro Pacific Capital (11/28/13) "LLG was the top performer in our Graphite Explorer universe."

Bloomberg News Interview with Jim Rogers (11/25/13) "LLG is run by the world's experts in graphite; as far as I know, the company is the best play in the sector."

Namibia Rare Earths Inc.

Adam Graf, Cowen & Co. (11/21/13) "New test work on NRE's Area 4 HREE deposit has returned the potential to achieve higher milled grades."

Northern Graphite Corporation

Kiril Mugerman, Industrial Alliance Securities (11/21/13) "NGC's Bissett Creek project produces the best economics in its class."

Alkane Resources Ltd.

The Mining Report Interview with Richard Karn (11/19/13) "Cash flow from Tomingley will provide ALK with additional flexibility as it puts together the financing package for its Dubbo Zirconia project."