Critical Metals Recommendations

Mason Graphite Inc.

The Energy Report Interview with Steve Palmer (7/24/14) "LLG has a very sizable resource."

Ucore Rare Metals Inc.

The Gold Report Interview with Byron King (7/21/14) "I expect great things from UCU over the next 12–18 months."

Focus Graphite Inc.

The Gold Report Interview with Byron King (7/21/14) "I like what I've seen with FMS; management is on track."

Arianne Phosphate Inc.

Henry Lazenby, Mining Weekly (7/18/14) "DAN's 2014 drill program has significantly boosted the Inferred resource at Lac à Paul."

Largo Resources Ltd.

Luisa Moreno, Euro Pacific Canada (7/17/14) "LGO is our top pick because Maracás will be one of the best vanadium projects in the world."

Alkane Resources Ltd.

The Mining Report Interview with Tom Hayes (7/15/14) "ALK is well positioned for the recovery."

Namibia Rare Earths Inc.

The Mining Report Interview with Tom Hayes (7/15/14) "NRE is one of my favorites because of the actual strength of its resource."

Trevali Mining Corp.

Derek Macpherson, M Partners (7/15/14) "TV is positioned as the next mid-tier base metal producer with significant leverage to a positive zinc market."

Syrah Resources Ltd.

Michael Slifirski, Credit Suisse (7/11/14) "SYR could dominate the spherical graphite market."

Medallion Resources Ltd.

Brien Lundin, Gold Newsletter (Jefferson Financial) (7/11/14) "I like MDL as a long-term (and, potentially, highly profitable) way to play the rare earths story."

Focus Graphite Inc.

Ben Kramer-Miller, Seeking Alpha (7/10/14) "Even in a bearish scenario, FMS' Lac Knife project is very undervalued."

Ucore Rare Metals Inc.

Luisa Moreno, Euro Pacific Canada (7/10/14) "UCU is in a short-term uptrend, confirmed by positive momentum."

The Mining Report Interview with Luisa Moreno (7/8/14) "Alaska has proposed a $144M bond to help finance UCU's Bokan-Dotson Ridge REE project."

Northern Minerals Ltd.

The Mining Report Interview with Luisa Moreno (7/8/14) "NTU has been able to produce a concentrate that is about 20% total rare earth oxides."

Largo Resources Ltd.

The Mining Report Interview with Luisa Moreno (7/8/14) "LGO has a vanadium deposit that is close to reaching production."

Focus Graphite Inc.

The Mining Report Interview with Luisa Moreno (7/8/14) "FMS is the only TSX-listed graphite company that has been able to secure an offtake agreement with an end-user."

Commerce Resources Corp.

The Mining Report Interview with Luisa Moreno (7/8/14) "CCE has shown that it can produce a concentrate running 40% TREO."

Derek Hamill, Zimtu Capital Corp. (7/7/14) "CCE has made positive discoveries that strengthen the robust economics of Ashram."

Stephan Bogner, Rockstone Research Ltd. (7/3/14) "CCE intersected the same mineralization four times in the MHREO zone."

Syrah Resources Ltd.

Vincent Pisani, Shaw Stockbroking (7/3/14) "SYR likely will increase its plant size to produce more graphite."

Ucore Rare Metals Inc.

Jeb Handwerger, Gold Stock Trades (7/2/14) "UCU has the highest-grade HREE project in the U.S. and incredible geopolitical support."

Northern Minerals Ltd.

Alessandro Bruno, Investor Intel (7/1/14) "NTU's Browns Range project offers excellent economics."

Ucore Rare Metals Inc.

Ben Kramer-Miller, Seeking Alpha (6/30/14) "UCU stock has 22% upside, conservatively, at current REE prices."

Focus Graphite Inc.

Henry Lazenby, Mining Weekly (6/25/14) "The feasibility study for FMS' Lac Knife proves the project's economic viability."

Mason Graphite Inc.

The Gold Report Interview with Simon Moores (6/23/14) "LLG has done well on the fundraising side in recent months."

Focus Graphite Inc.

The Gold Report Interview with Simon Moores (6/23/14) "FMS just revealed research on its spherical coated, battery-grade graphite."

Energizer Resources Inc.

The Gold Report Interview with Simon Moores (6/23/14) "EGZ has developed its Molo project to an advanced stage."

Syrah Resources Ltd.

The Gold Report Interview with Simon Moores (6/23/14) "SYR has been active in 2014, announcing two MOUs for offtakes with China and Europe."

Mkango Resources Ltd.

Christopher Ecclestone, Hallgarten & Co. (6/18/14) "We are initiating coverage on MKA; it has been a stealth performer."

Ucore Rare Metals Inc.

Luisa Moreno, Euro Pacific Canada (6/18/14) "Alaska governmental financing strengthens UCU's project viability."

Uranerz Energy Corp.

The Mining Report Interview with Chris Berry (6/17/14) "URZ's low-cost production profile allows it the flexibility to produce when other companies in the uranium sector are unable to."

Namibia Rare Earths Inc.

The Mining Report Interview with Chris Berry (6/17/14) "NRE has an attractive deposit."

Northern Graphite Corporation

The Mining Report Interview with Chris Berry (6/17/14) "A large deposit of predominately large and jumbo flake is one of NGC's competitive advantages."

Largo Resources Ltd.

The Gold Report Interview with Philip Richards (6/16/14) "LGO should be generating $100M in annual cash flow by 2016, which makes it extremely cheap right now."

Pilot Gold Inc.

Kevin MacKenzie, Salman Partners (6/16/14) "PLG will acquire Cadillac Mining; exploration programs will focus on further delineating mineralization."

Medallion Resources Ltd.

Eric Muschinski, Gold Investment Letter (6/15/14) "MDL's upside remains enormous over the long term."

Cayden Resources Inc.

Mick Carew, Haywood Securities (6/12/14) "Drill results from CYD's Peña de Oro target suggest significant expansion potential."

Syrah Resources Ltd.

Luke Smith, Canaccord Genuity (6/11/14) "We anticipate that a binding offtake agreement should transpire for SYR within the next three months."

Energizer Resources Inc.

Filipe Martins, GMP Securities (6/9/14) "We initiate coverage on EGZ; its Molo project is world class in every aspect."

Arianne Phosphate Inc.

Thibaut Lepouttre, Caesars Report (6/6/14) "DAN has added an additional 78 Mmt grading 5.34% P2O5 to its resources."

Mkango Resources Ltd.

John Harrington, Proactive Investors (5/28/14) "MKA has seen a significant increase in metal recovery at Songwe Hill."

MAG Silver Corp.

Michael Gray, Macquarie Capital Markets (5/27/14) "We see very few companies with such economically robust assets as MAG's Juanicipio."

Syrah Resources Ltd.

Chris Terry, Deutsche Bank (5/27/14) "SYR's unrivaled Balama deposit will grow in importance as global demand increases and Chinese production slows."

Mason Graphite Inc.

Lawrence Roulston, Resource Opportunities (5/26/14) "LLG is undervalued relative to the valuation implied by the PEA."

Namibia Rare Earths Inc.

Michael Niehuser, Beacon Rock Research (5/23/14) "NRE's PEA and the ongoing work at Lofdal should help attract a JV partner."

Largo Resources Ltd.

Henry Lazenby, Mining Weekly (5/16/14) "LGO concluded commissioning of its vanadium processing plant at Maracas."

Matthew Sheppard, Jacob Securities (5/16/14) "LGO's Maracás will begin commercial production in Q4/14; margins are very robust."

North American Nickel Inc.

Rick Mills, Ahead of the Herd (5/16/14) "NAN might turn out to be one of world’s major nickel sulphide camps."

Rick Mills, Ahead of the Herd (5/10/14) "NAN's Maniitsoq is huge, can be worked year-round and has access to year-round ports for shipping."

Ucore Rare Metals Inc.

The Gold Report Interview with Chris Ecclestone (5/5/14) "UCU's Bokan Mountain is just the right size."

Medallion Resources Ltd.

The Gold Report Interview with Chris Ecclestone (5/5/14) "MDL's concept is to get REEs as a byproduct of ilmenite and rutile mining."

Mkango Resources Ltd.

The Gold Report Interview with Chris Ecclestone (5/5/14) "MKA has some hefty institutional players behind it."

Trevali Mining Corp.

Joseph Gallucci, Dundee Capital Markets (5/5/14) "TV is our top pick in the junior mining space."

Arianne Phosphate Inc.

Brien Lundin, Gold Newsletter (Jefferson Financial) (5/1/14) "I continue to like DAN as a development-stage play on phosphate."

Syrah Resources Ltd.

Luke Smith, Canaccord Genuity (5/1/14) "We maintain our Buy rating and raise our target price for SYR."

Balmoral Resources Ltd.

Eric Lemieux, Laurentian Bank Securities (4/30/14) "BAR has sufficient cash on hand to continue executing at Detour Lake through 2014."

Ucore Rare Metals Inc.

Jeb Handwerger, Gold Stock Trades (4/29/14) "UCU is closer to becoming the first North American HREs-producing mine."

Commerce Resources Corp.

Arie Papernick, Secutor Capital Management Corp. (4/28/14) "CCE is one of the most advanced REE juniors in regards to metallurgy, which in the REE space is everything."

Energizer Resources Inc.

Emma Hughes, Industrial Minerals (4/24/14) "It looks like EGZ's momentum at Molo will continue throughout the year."

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."

Syrah Resources Ltd.

Luke Smith, Canaccord Genuity (3/26/14) "SYR has released a major resource upgrade for the Mepiche zone."

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."

Northern Graphite Corporation

Asa Bridle, Cantor Fitzgerald (3/21/14) "NGC has successfully tested its spherical graphite coating process."

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."

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 Canada (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."