Streetwise Critical Metals Articles
Rare Earths Breaking Downtrend to the Upside
Source: Jeb Handwerger, Gold Stock Trades (1/25/12)
"The handheld smart devices envisioned by early pioneers such as Steve Jobs would only have existed in the fertile brains of a handful of scientists in the absence of rare earths."
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Graphite Applications Expanding: Ryan Fletcher
Source: Sally Lowder of The Critical Metals Report (1/24/12)
Graphite, once the stuff of pencil lead, figures prominently in post-paper-age consumer electronics, and escalating spot prices reflect its critical role in electric vehicle manufacturing. In this exclusive interview with The Critical Metals Report, Zimtu Capital Director Ryan Fletcher explains the fundamentals underpinning the graphite market. It adds up to ample opportunities for investors.
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Resource Stocks Breaking Out of Bases and Forming New Uptrends
Source: Jeb Handwerger, Gold Stock Trades (1/18/12)
"We noticed positive signals on our indicators suggesting that an impressive rally was in the offing, especially in our deeply oversold industrial metal miners."
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Rare Earth Metals that Fit the Trends: Marcel Fuhrer
Source: Brian Sylvester of The Critical Metals Report (1/17/12)
Success in the critical metals sector depends on finding the trends—how the metals will be used, where market share is allocated—and on familiarity with the companies you invest in, from who is on the management team to how much cash they have on hand. Bamert & Partner Portfolio Manager and Partner Marcel Fuhrer shares his views in this exclusive Critical Metals Report interview.
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Solving Critical Rare Earth Metal Shortages: Dr. Michael Berry and Chris Berry
Source: Brian Sylvester of The Critical Metals Report (1/10/12)
Years of supply mismanagement have left the U.S. dependent on foreign sources for critical metals like graphite, vanadium and manganese. In this exclusive interview with The Critical Metals Report, Dr. Michael Berry, publisher of Morning Notes and a former portfolio manager, and Chris Berry, founder of House Mountain Partners and co-author of Morning Notes, discuss what early-stage mines close to home could be the first to bolster the supply in U.S.
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Is Resurrection of Undervalued Miners Starting?
Source: Jeb Handwerger, Gold Stock Trades (1/9/12)
"Rare earths are emerging from their 2011 slumber, and some stocks are showing impressive percentage gains."
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Significant News for Ucore
Source: Jeb Handwerger, Gold Stock Trades (1/4/12)
"'On this announcement, the stock has risen 13% on above average volume.'"
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New Rare Earth Metal Deposits in 2012: Jon Hykawy
Source: Brian Sylvester of The Critical Metals Report (1/3/12)
China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals that are driving his predictions for the New Year.
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2012: The Recognition of the Age of Critical Technology Materials
Source: Jack Lifton, Resource Investor (1/2/12)
"The rare earths supply frenzy has exposed an irreversible shift in the demand/supply picture for all technology materials."
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Dangerous Rare Earth Supply Risk
Source: Ian Cooper, Wealth Daily (12/29/11)
"The U.S. Department of Energy just warned rare earth supplies are facing some of their most critical supply levels. If things don't improve, many of our greatest technological advancements could start disappearing from store shelves."
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Time to Buy the Rare Earth Metals ETF (REMX)?
Source: Eric Dutram, Zacks Investment Research (12/29/11)
"While demand is slack right now, the incredible importance of the materials in this space and their wide range of applications ensures that they will always see a decent level of buying."
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First Round Chinese Rare Earth Quota Allocations for 2012
Source: Gareth Hatch, Resource Investor (12/29/11)
"Before we get into more specifics with the numbers, it is important to note that this announcement was unusual for three reasons. . ."
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Platinum: Fire Sale on the Rich Man's Gold
Source: John Lee (12/28/11)
"Historically, the price of platinum runs in tandem with the precious metals group (gold, silver, platinum and palladium). However, as platinum is less liquid and has a smaller investor set, it is much more volatile both on the upside and downside compared to gold."
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Critical Reading for Rare Earth Metals Investors
Source: The Critical Metals Report Editors (12/27/11)
Rare earth element coverage has exploded since The Gold Report started covering this sector in early 2009. At that point, the REE junior mining market was a $2 billion industry. Today, REE juniors are a $10 billion+ industry—give or take a one-day market fluctuation, and Streetwise Reports now has a dedicated newsletter to cover the sector: The Critical Metals Report. Let's look back at how far we have come.
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How to Invest in Graphite and the Future of Graphene
Source: Jason Hamlin, GoldStockBull Investment Strategies (12/26/11)
"High-purity large-flake graphite is essential for the production of the lithium-ion batteries, where demand is growing rapidly due to the evolution of electric cars."
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Canadian Juniors Are Playing For Results
Source: Rick Mills, Ahead of the Herd (12/23/11)
"Juniors, not majors, own the world's future mines and juniors are the ones most adept at finding these future mines. They already own what the world's larger mining companies need to replace reserves and grow their asset bases."
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DOE Report Finds Five Clean-Energy Related REEs at Risk in Short Term
Source: Dorothy Kosich, Mineweb (12/23/11)
"The substantial capex required for the development of a rare earths mine, compounded by major miners' lack of interest in mining rare earths, may spell trouble in meeting future demand."
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Hints on Due Diligence in Rare Earth Mining
Source: Anthony Alfidi, Resource Investor (12/23/11)
"Professional investors prefer projects whose production costs are in the bottom quartile of their peer group. The problem with rare earths is that there are too few operating mines worldwide to construct statistically valid cost curves, so other factors must be considered."
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Imitating Big Money Could Hurt You
Source: Kalyan Nandy, Zacks Investment Research (12/21/11)
"Institutional buying can boost stocks to record peaks, meaning entry prices may not be attractive. Furthermore, institutions may book profits before you realize gains."
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Rare Earth Metals Bears and Bulls: Anthony Alfidi
Source: Zig Lambo of The Critical Metals Report (12/20/11)
Shrinking Chinese export quotas and market sentiment have made for unpredictable prices for rare earth elements, but the real opportunity lies with mining stocks. In this exclusive interview with The Critical Metals Report, Anthony Alfidi gives a rundown of his due diligence checklist and shares some junior companies poised for success in this exciting, yet challenging sector.
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Manganese-Gallium Is Not the Next Neodymium-Iron-Boron
Source: Gareth Hatch, Resource Investor (12/20/11)
"This new Mn-Ga compound is certainly very interesting, but unless someone finds a primary Ga deposit and can perfect inexpensive nanoscale material production, it's not going to 'revolutionize the production of magnets' anytime soon."
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Rare Earth Mining Innovations: Anthony Mariano
Source: Sally Lowder of The Critical Metals Report (12/13/11)
The worldwide hunt for new sources of critical metals has some miners hitting the beach, tapping sand and river placer deposits in search of naturally processed minerals. In this exclusive interview with The Critical Metals Report, internationally renowned scientist and rare earth expert Anthony Mariano discusses several innovative projects that could shift the direction of the rare earth industry.
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Place These Rare Earth Metals on Your Watch List
Source: Shae Smith, Money Morning, (12/12/11)
"While some rare earth mines are stand-alone mines, metals such as tellurium and gallium are mined as by-products.If copper, aluminum or zinc projects become uneconomical, that would likely mean a price spike for these rare metals."
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Peru Reports Gold, Iron, Tin, Moly Production up in October
Source: Dorothy Kosich, Mineweb (12/8/11)
"Peru's Ministry of Energy and Mining reported the production of iron ore, gold, tin, and molybdenum all increased in October 2011. However, Peruvian copper, lead and zinc output all declined during the same period."
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The Age of Rare Earth Metals: Luisa Moreno
Source: Brian Sylvester of The Critical Metals Report (12/6/11)
Just as the Bronze Age catapulted human civilization to new levels, so are critical metals changing the way we live in the modern world. Despite weak across-the-board market sentiment, Jacob Securities Analyst Luisa Moreno maintains that rare earths will continue to revolutionize our daily lives. In this Critical Metals Report exclusive, Moreno explains how to pinpoint investment opportunities as new projects inevitably come online.
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