 | Tue May 22, 2012 : Excerpt |
| | Spec Value Hunter Comment: Update on KDI spinout and Tuzo Deep |
| | Details added to recent estimates of Tuzo Deep potential. |
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| Fri May 11, 2012 : Excerpt |
| | Spec Value Hunter Comment: KDI spinout imminent and Tuzo Deep looks good |
| | Looks at the implications of the Tuzo Deep drilling and the Kennady Diamonds Inc spinout, plus explains why the market is ready to rediscover the Big Anomaly story type in the resource sector. |
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| Mon May 7, 2012 : Excerpt |
| | Spec Value Hunter Comment: Further delays due to metallurgical studies plague Nechalacho |
| | Delays are normal in the rare earth development cycle, but the latest update from Avalon suggests the company is far less advanced in its metallurgical studies than implied by the 2010 PFS. |
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| Mon May 7, 2012 : Excerpt |
| | Spec Value Hunter Comment: First Point pesters Cliffs for copy of independent consultant's report about Decar |
| | Legal motions usually are a sign of trouble, but in this case First Point is making sure that it is not caught navigating blind. Cliffs is doing what is expected in the relationship between a major and a junior, and First Point is doing what is necessary. |
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| Fri May 4, 2012 : Excerpt |
| | Index Member Comment: GMEL publishes PFS that turns Kvanefjeld into a rare earth supply contender |
| | GMEL publishes a detailed PFS for its Kvanefjeld project in Greenland that would make its output higher than that of Mountain Pass. |
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| Wed May 2, 2012 : Excerpt |
| | Index Member Comment: Updated DCF valuation of Lynas' Mt Weld project |
| | Analysis of Mt Weld's value in discounted cash flow model terms at various basket prices. |
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| Tue May 1, 2012 : Excerpt |
| | Index Member Comment: Search publishes PEA for Foxtrot rare earth project |
| | DCF based sensitivity analysis of the Foxtrot rare earth project in Labrador for which Search Minerals as published a PEA. |
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| Fri Apr 27, 2012 : Excerpt |
| | Spec Value Hunter Comment: Cameco deal guarantees 2012 drilling and endorses Uravan's sampling strategy |
| | Cameco's option of Halliday and Stewardson, given to Uravan a couple years ago for its 49% Boomerang interest, effectively endorses Uravan's radiogenic lead isotope sampling strategy and ensures that the "Big Anomaly" at Halliday will get drilled in 2012. |
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| Mon Apr 16, 2012 : Excerpt |
| | Spec Value Hunter Comment: Decar resource confirms expectations and signals game on |
| | The initial resource estimate is in line with expectations, an important milestone with regard to interpreting results this summer from exploration drilling at the 100% owned Klow and Wale projects. This comment includes a speculative DCF nickel-price sensitivity analysis for a 60,000 tpd open pit scenario with cost parameters borrowed from the feasibility study for the Mt Milligan copper-gold porphyry deposit in central BC. |
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| Fri Apr 13, 2012 : Excerpt |
| | Spec Value Hunter Comment: Separation plant PFS allows proper valuation of Avalon's Nechalacho project |
| | DCF sensistivity analysis of the Necholacho project incorporating the new PFS for a separation plant, plus some general observations about the rare earth sector. |
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| Wed Apr 4, 2012 : Excerpt |
| | Spec Value Hunter Comment: Orbite to resume trading April 5, 2012 after audit confirms rare earth and rare metal resource |
| | Following confirmation that Orbite's rare earth and rare metal grades are real, we run the PEA based DCF under 3 scenarios: alumina only, alumina+REO, and alumina+REO+RM. |
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| Wed Mar 28, 2012 : Excerpt |
| | Index Member Comment: Great Western proposes 5:1 rollback linked to $80 million debt financing |
| | Not so Great Western threatens to provide proper 43-101 level disclosures in a technical report supporting an $80 million secured debenture financing that will be convertible at $0.66. This will enable everybody to see what happens when the underwriter's 2016 price deck (ie $3/kg La and $2/kg Ce) gets plugged into a DCF model based on parameters signed off on by SRK. |
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| Tue Mar 27, 2012 : Excerpt |
| | Spec Value Hunter Comment: Analysis of the Verde Potash PEA |
| | Examines the discounted cash flow model underlying the plan to develop the verdete in Brazil as a source of conventional potassium chloride. |
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| Wed Mar 21, 2012 : Excerpt |
| | Spec Value Hunter Comment: Recommendation Strategy for Tasman Metals Ltd |
| | Tasman PEA for Norra Karr shines. |
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| Fri Mar 16, 2012 : Excerpt |
| | Spec Value Hunter Comment: Recommendation Strategy for Mountain Province Diamonds Inc |
| | Update of Gahcho Kue and Kennady North diamond plays. |
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| Tue Mar 13, 2012 : Excerpt |
| | Spec Value Hunter Comment: Recommendation Strategy for Probe Mines Ltd |
| | Overview of Probe's Borden Lake gold play. |
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| Thu Mar 8, 2012 : Excerpt |
| | Index Member Comment: Reviewing Rare Element in the context of the friendly Molycorp/Neo Material merger |
| | PFS base case scenario turns out to be premised on less than 50% design capacity as represented by CapEX, which makes the Bull Hill mining plan considerably more robust, provided the inferred resource gets converted into measured and indicated in 2012. |
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| Thu Mar 1, 2012 : Excerpt |
| | Spec Value Hunter Comment: Rare Element PFS for Bear Lodge rare earth project disappoints |
| | Rare Element's PFS as press released generates price targets uncomfortably close to the stock price for the base case scenario using a domestic basket price. |
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| Wed Feb 29, 2012 : Excerpt |
| | Spec Value Hunter Comment: Act of bad faith by Jervois on Nyngan unleashes Springer tungsten play |
| | Jervois board rejects EMC's Nyngan feasibility study and declares EMC has earned zilch in the scandium project. |
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| Tue Feb 28, 2012 : Excerpt |
| | Spec Value Hunter Comment: McEwen Mining forms strategic alliance with Nevada Exploration Inc |
| | McEwen Mining does deal which gives NGE a 30% carried interest in an undisclosed area of of interest in Nevada where the gold-in-groundwater technology will be deployed. |
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