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 KBFO Rare Earth Related Comments
    Publisher: Kaiser Research Online
    Author: Copyright 2009 John A Kaiser

 
KBFO Rare Earth related Comments

Mon Mar 18, 2013 : Excerpt : Index Member Comment: Great Western delivers PEA for Steenskampskraal rare earth extraction and sepa... (more...)

Mon Feb 11, 2013 : Excerpt : Spec Value Hunter Comment: Quest pushes Strange Lake prefeasibility study out another six months (more...)

Wed Nov 28, 2012 : Excerpt : Index Member Comment: PEA turns Ucore's Bokan project into pixie dust (more...)

Tue Nov 27, 2012 : Excerpt : Bottom-Fish Comment: Bottom-Fish Recommendation Strategy for Namibia Rare Earths Inc (more...)

Thu Nov 22, 2012 : Excerpt : Spec Value Hunter Comment: Recommendation Strategy for Tasman Metals Ltd (more...)

Fri Aug 3, 2012 : Excerpt : Index Member Comment: Molycorp punished for buying Neo Material at the top (more...)

Thu Jul 12, 2012 : Excerpt : Index Member Comment: Matamec's One-Two Punch Kipawa Knockout Deal (more...)

Wed Jun 20, 2012 : Kaiser Blog : China's White Paper on Rare Earth Industry stirs rare earth juniors (more...)

Tue Jun 19, 2012 : Excerpt : Index Member Comment: Ucore delinquent for 2011 annual and Q1 2012 financial statements (more...)

Fri May 25, 2012 : Excerpt : Index Member Comment: Commerce publishes PEA for Ashram rare earth project (more...)

Thu May 24, 2012 : Excerpt : Spec Value Hunter Comment: Quest's Strange Lake finishes bench scale met study needed for its PFS (more...)

Mon May 7, 2012 : Excerpt : Spec Value Hunter Comment: Further delays due to metallurgical studies plague Nechalacho (more...)

Fri May 4, 2012 : Excerpt : Index Member Comment: GMEL publishes PFS that turns Kvanefjeld into a rare earth supply contender (more...)

Wed May 2, 2012 : Excerpt : Index Member Comment: Updated DCF valuation of Lynas' Mt Weld project (more...)

Tue May 1, 2012 : Excerpt : Index Member Comment: Search publishes PEA for Foxtrot rare earth project (more...)

Fri Apr 13, 2012 : Excerpt : Spec Value Hunter Comment: Separation plant PFS allows proper valuation of Avalon's Nechalacho proje... (more...)

Wed Mar 28, 2012 : Excerpt : Index Member Comment: Great Western proposes 5:1 rollback linked to $80 million debt financing (more...)

Wed Mar 21, 2012 : Excerpt : Spec Value Hunter Comment: Recommendation Strategy for Tasman Metals Ltd (more...)

Thu Mar 8, 2012 : Excerpt : Index Member Comment: Reviewing Rare Element in the context of the friendly Molycorp/Neo Material me... (more...)

Thu Mar 1, 2012 : Excerpt : Spec Value Hunter Comment: Rare Element PFS for Bear Lodge rare earth project disappoints (more...)

Wed Feb 22, 2012 : Excerpt : Index Member Comment: Frontier's Zandkopsdrift PEA represents another major milestone Canadian rare ... (more...)

Mon Jan 30, 2012 : Excerpt : Index Member Comment: Matamec achieves major milestone with Kipawa PEA (more...)

Wed Dec 7, 2011 : Excerpt : Spec Value Hunter Comment: Hudson PEA grants it admission to the rare earth supply contender race (more...)

Wed Nov 30, 2011 : Excerpt : Spec Value Hunter Comment: Orbite publishes alumina clay PEA based on unclear assumptions (more...)

Tue Nov 8, 2011 : Excerpt : Spec Value Hunter Comment: Quest attracts an opportunistic research recommendation from a Quebec bas... (more...)

Mon Oct 3, 2011 : Excerpt : Bottom-Fish Comment: Ucore reports misleading metallurgical results for Bokan (more...)

Thu Sep 29, 2011 : Bottom-Fish Action : Kaiser Research Summary for August 28 to September 24, 2011 (more...)

Tue Sep 20, 2011 : Excerpt : Index Member Comment: Molycorp takes market hit after JP Morgan analyst notices lower REO prices (more...)

Thu Sep 1, 2011 : Excerpt : Spec Value Hunter Comment: Theoretical supply implications of Rare Element's East Taylor Zone (more...)

Thu Aug 4, 2011 : Excerpt : Spec Value Hunter Comment: New zones at Bear Lodge exhibit heavy rare earth enrichment (more...)

Mon Jul 25, 2011 : Excerpt : Special Interest Comment: BE confirms reported results were too good to be true (more...)

Fri Jul 22, 2011 : Excerpt : Index Member Comment: Ecclestone uses Molycorp's Silmet acquisition to pump Ucore and Great Western (more...)

Fri Jul 22, 2011 : Excerpt : Special Interest Comment: BE Resources reports rare earth results too good to be true (more...)

Thu Jul 21, 2011 : Expresses : Express 2011-02: Technical Rally or Major Inflection for Rare Earth Sector (more...)

Fri Jul 15, 2011 : Excerpt : Bottom-Fish Comment: Rare Earth Metals drilling Lavergne light rare earth prospect (more...)

Thu Jul 14, 2011 : Excerpt : Index Member Comment: Rare Earth Juniors down despite tightened H2 2011 export quotas (more...)

Wed Jul 13, 2011 : Excerpt : Index Member Comment: Frontier secures non-binding relationship with Korea Resources Corp (more...)

Fri Jul 8, 2011 : Excerpt : Spec Value Hunter Comment: Avalon updates Nechalacho prefeasibility study (more...)

Thu Jul 7, 2011 : Excerpt : Index Member Comment: Lynas attracts attention of Mitsubishi and Siemens (more...)

Tue Jul 5, 2011 : Excerpt : Index Member Comment: Seabed rare earth mining fantasy gets remarkable press coverage (more...)

Thu Jun 30, 2011 : Excerpt : Index Member Comment: IAEA review finds no major issues but LAMP appears to have a construction prob... (more...)

Thu Jun 23, 2011 : Excerpt : Index Member Comment: Arafura delays bankable feasibility study another year (more...)

Mon Jun 13, 2011 : Excerpt : Index Member Comment: Molycorp announces pricing of secondary and convertible offerings (more...)

Mon May 30, 2011 : Excerpt : Spec Value Hunter Comment: Behind the confusion created by Quest's metallurgy report lies good news (more...)

Mon May 30, 2011 : Excerpt : Bottom-Fish Comment: Recommendation Strategy for Search Minerals Inc (more...)

Wed May 18, 2011 : Excerpt : Spec Value Hunter Comment: Quest to trade NYSE AMEX on Monday May 23, 2011 (more...)

Wed May 4, 2011 : Excerpt : Spec Value Hunter Comment: Quest analyst coverage broadens (more...)

Wed May 4, 2011 : Excerpt : Index Member Comment: Analysts leap-frog each other with Molycorp price targets (more...)

Wed Apr 13, 2011 : Trackers : Tracker 2011-02: Updated Strange Lake resource estimate highlights high grade pegmatite spine (more...)

Wed Apr 6, 2011 : Excerpt : Spec Value Hunter Comment: Avalon pushes its BFS timeline to the end of 2012 (more...)

Tue Apr 5, 2011 : Excerpt : Spec Value Hunter Comment: Hudson raises $17.26 million for Sarfartoq rare earth project in Greenlan... (more...)

Mon Apr 4, 2011 : Excerpt : Index Member Comment: Molycorp snags metal refining capacity through purchase of AS Silmet (more...)

Mon Mar 28, 2011 : Excerpt : Bottom-Fish Comment: Pacific Wildcat releases initial Mrima Hill drill results (more...)

Wed Mar 23, 2011 : Excerpt : Index Member Comment: GMEL publishes new Kvanefjeld resource estimate without individual REO grades (more...)

Wed Mar 23, 2011 : Excerpt : Index Member Comment: Stans reports Kutessay JORC resource sans individual REO grades (more...)

Thu Mar 17, 2011 : Excerpt : Index Member Comment: Molycorp's heavy rare earth production potential is inconsequential (more...)

Tue Mar 15, 2011 : Excerpt : Index Member Comment: Neo Material bullish that Pitinga will emerge as a heavy rare earth supply sou... (more...)

Mon Mar 7, 2011 : Excerpt : Bottom-Fish Comment: Ucore resource estimate meets expectations (more...)

Fri Mar 4, 2011 : Excerpt : Bottom-Fish Comment: Commerce resource estimate puts Eldor in the rare earth major league (more...)

Fri Feb 11, 2011 : Excerpt : Index Member Comment: Great Western already a bubble rare earth stock (more...)

Tue Feb 8, 2011 : Excerpt : Index Member Comment: Arafura's Nolans rare earth project very sensitive to a rosy price future (more...)

Fri Feb 4, 2011 : Excerpt : Index Member Comment: Lynas leading the race to deliver significant non-Chinese rare earth supply (more...)

Thu Feb 3, 2011 : Excerpt : Index Member Comment: Molycorp leading contender to deliver meaningful ROW rare earth supply (more...)

Sun Jan 16, 2011 : Excerpt : Express 2011-01: Research Focus Report - Quest Rare Minerals Ltd (more...)

Tue Jan 4, 2011 : Excerpt : Spec Value Hunter Comment: Hudson reports initial rare earth resource for Sarfartoq (more...)

Fri Dec 24, 2010 : Excerpt : Spec Value Hunter Comment: Avalon secures AMEX listing (more...)

Fri Dec 24, 2010 : Excerpt : Spec Value Hunter Comment: Matamec raises $6.9 million for Kipawa (more...)

Fri Dec 24, 2010 : Excerpt : Bottom-Fish Comment: Rare Element closes $57 million financing for Bear Lodge (more...)

Tue Dec 14, 2010 : Excerpt : Bottom-Fish Comment: Ucore closes $10 million financing (more...)

Fri Dec 10, 2010 : Bottom-Fish Action : Bottom-Fish Action Report for Nov 28 to Dec 4, 2010 (more...)

Thu Dec 9, 2010 : Excerpt : Spec Value Hunter Comment: Quest expands limits of BZone (more...)

Fri Dec 3, 2010 : Excerpt : Index Member Comment: Frontier added to KBFO Rare Earth Index (more...)

Fri Dec 3, 2010 : Excerpt : Index Member Comment: Is Neo really a champion of China capitulation or just trying to talk down val... (more...)

Wed Dec 1, 2010 : Excerpt : Bottom-Fish Comment: Commerce added to Rare Earth Index (more...)

Tue Nov 30, 2010 : Excerpt : Spec Value Hunter Comment: Tasman confirms Norra Karr as potential solution to European REO supply p... (more...)

Thu Nov 18, 2010 : Excerpt : Index Member Comment: Molycorp affirms optimism about future cerium demand (more...)

Thu Oct 28, 2010 : Trackers : Tracker 2010-13: Largest known Quest shareholder suspected of being a hostile seller (more...)

Tue Oct 26, 2010 : Trackers : Tracker 2010-12: Eudialyte metallurgical breakthrough turns Matamec's Kipawa into a contender (more...)

Thu Oct 21, 2010 : Excerpt : Spec Value Hunter Comment: Tasman resource estimate for Norra Karr expected mid November (more...)

Wed Oct 20, 2010 : Excerpt : Bottom-Fish Comment: Ucore wraps up pitiful $2.4 million program on Bokan (more...)

Wed Oct 20, 2010 : Bottom-Fish Action : Bottom-Fish Action Report for Oct 3-16, 2010 (more...)

Fri Oct 8, 2010 : Excerpt : Spec Value Hunter Comment: Avalon's DCF recrunched at various price sets (more...)

Sun Oct 3, 2010 : Trackers : Tracker 2010-10: Quest PEA delivers strong numbers even with a 25% gross revenue separation charge (more...)

Tue Sep 28, 2010 : Trackers : Tracker 2010-09: Bear Lodge PEA utilizes conservative REO price assumptions at odds with current rea... (more...)

Tue Sep 21, 2010 : Excerpt : Quick Note: Great Western Minerals Group (GWG-V) (more...)

Tue Sep 21, 2010 : Excerpt : Spec Value Hunter Comment: Rare Element PEA imminent (more...)

Mon Sep 20, 2010 : Excerpt : Spec Value Hunter Comment: Avalon secures $30 million bought deal (more...)

Fri Sep 17, 2010 : Excerpt : Bottom-Fish Comment: Commerce plans more drilling for Eldor rare earth discovery (more...)

Fri Sep 17, 2010 : Excerpt : Spec Value Hunter Comment: Initial 2010 infill holes double thickness of Quest's BZone (more...)

Thu Sep 9, 2010 : Trackers : Tracker 2010-08: Robust Strange Lake PEA leaves Quest market gaping (more...)

Tue Sep 7, 2010 : Excerpt : Index Member Comment: Great Western secures 21.8% indirect stake in Steenkampskraal (more...)

Tue Sep 7, 2010 : Excerpt : Quick Note: Greenland Minerals & Energy Ltd (GGG-ASX) (more...)

Wed Sep 1, 2010 : Excerpt : Quick Note: Great Western Minerals Group (GWG-V) (more...)

Fri Aug 20, 2010 : Excerpt : Bottom-Fish Comment: Commerce hits significant light rare earth mineralization at Eldor (more...)

Wed Aug 18, 2010 : Excerpt : Quick Note: Greenland Minerals & Energy Ltd (GGG-ASX) (more...)

Tue Aug 17, 2010 : Excerpt : Quick Note: Avalon Rare Metals Inc (AVL-T) (more...)

Tue Aug 17, 2010 : Excerpt : Quick Note: Lynas Corp Ltd (LYC-ASX) (more...)

Tue Aug 17, 2010 : Excerpt : Quick Note: Quest Rare Minerals Ltd (QRM-V) (more...)

Tue Aug 17, 2010 : Excerpt : Quick Note: Rare Element Resources Ltd (RES-V) (more...)

Thu Aug 12, 2010 : Trackers : Tracker 2010-06: Quest metallurgical study indicates high recoveries for straightforward flow-sheet (more...)

 
 

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