Rare Earth Minerals REE & Lithium

pirelli

Some of the stocks in this market has jumped 100% since the start of the year.


PINK:GDLNF ( Near peak )
PINK:AVARF ( in correction )
CVE:GWG / USA Ticker GWMGF ( slight correction after run up)


LITHIUM plays
OTC:AGXM ( Lithium - Started new run up after a fair correction )
CVE:WLC ( Just coming to paek after huge run up )

Have anyone caught any of these Shares.

pirelli

LYSCF another on here. Looks good.

Lexus1976

pirelli wrote: »

Some of the stocks in this market has jumped 100% since the start of the year.


PINK:GDLNF ( Near peak )
PINK:AVARF ( in correction )
CVE:GWG / USA Ticker GWMGF ( slight correction after run up)


LITHIUM plays
OTC:AGXM ( Lithium - Started new run up after a fair correction )
CVE:WLC ( Just coming to paek after huge run up )

Have anyone caught any of these Shares.

Hindsight!

pirelli

Quoted companies mining REM elsewhere in China include: China Rare Earth Holdings Ltd (Bloomberg Ticker - CREQF:US), Aluminum Corporation of China (aka Chinalco) (Bloomberg Ticker - ACH:US), Neo Material Technologies (Bloomberg Ticker - NEM:CN).



Arafura Resources (Bloomberg Ticker - AFAFF:US) expects the rare earths processing plant at its Nolans Project in the country's Northern Territory to be in production in 2011.


A recent news snippet about the Japanese chemical group Showa Denko (Bloomberg Ticker - SHWDF:US) was of particular interest on two counts. Not only did it state that the company had set up a joint venture to extract dysprosium in Vietnam, but also that it was doing so because it wanted to secure a "stable supply" of rare earth magnetic materials as, currently, it relies on China - where, indeed, it currently has two subsidiaries (Baotou and Ganzhou).

REE Refineries / processors

For those interested in looking "downstream," there are a number of REM producers internationally, especially in Japan. In the U.S., however, apart from Chevron's Molycorp, both France's chemical company Rhodia (Bloomberg Ticker - RHA:FP), and WR Grace's (Bloomberg Ticker - GRA:US) Grace Davison division are actively involved in processing rare earths.

DPablo

seems like China are clamping down on it's REE exports,
which should put upward pressure on prices.
See below articles and stocks which could benefit from this.

http://www.nytimes.com/2009/09/01/business/global/01minerals.html?pagewanted=1&_r=2

http://www.resourceinvestor.com/News/2010/1/Pages/Rare-earth-metals-to-spike-higher-in-2010.aspx?utm_source=resourceinvestor&utm_medium=email&utm_campaign=traffic&cmpid=resourceinvestor

pirelli

DPablo wrote: »

seems like China are clamping down on it's REE exports,
which should put upward pressure on prices.
See below articles and stocks which could benefit from this.

http://www.nytimes.com/2009/09/01/business/global/01minerals.html?pagewanted=1&_r=2

http://www.resourceinvestor.com/News/2010/1/Pages/Rare-earth-metals-to-spike-higher-in-2010.aspx?utm_source=resourceinvestor&utm_medium=email&utm_campaign=traffic&cmpid=resourceinvestor

The stock gumshoe detective is great.

http://www.stockgumshoe.com/2009/12/more-precious-than-gold-technology-metals-leeb.html

pirelli

Have a look at this article.


http://metalsplace.com/news/articles/32392/molybdenum-poised-for-massive-comeback/

pirelli

http://seekingalpha.com/article/181393-molybdenum-poised-for-massive-comeback-thompson-creek-a-way-to-take-advantage#comments_header

pirelli

http://www.google.com/finance?q=Nuinsco+Resources+Limited

http://metalsplace.com/news/articles/32427/nuinsco-resources-330-360-million-tonne-exploration-target-mineralization-inventory-estimated-at-prairie-lake/

pirelli

What is important to remember is that America has closed mines that could easily supply it with 80% of rare earths for 150 years. So which rare earths are not so available. dysprosium and terbium are two i know of and these are the rarest of rare earths and the most sought after for green technolgy. So if your researching keep these two in mind. There are also some other rare earths that sell for a profit.



http://metalsplace.com/news/articles/32398/the-battle-over-rare-earth-metals/


Mountain Pass was, as early as 1984, the largest rare earth mine in the world; it produced then fully one-third of all of the global supply of rare earths and 100% of the US demand for them. Mountain Pass has proven reserves of more than 30,000,000 tons of ore when measured using a lower cut-off grade of 7.6%. Much of the ore is at 9.5%, which means that at today's American demand of 20,000 metric tons a year, Mountain Pass could provide "light" rare earths, lanthanum through samarium, in sufficient quantities to supply current demand for 150 years. If this mine were operating and its output were merged with other known US deposits containing "heavy rare earths," such as dysprosium, terbium, and europium, in commercial quantities, then America would be self-sufficient in rare earths

These are the rarest of rare earths.

dysprosium and terbium

By way of example, according to a December New York Times article two elements, "dysprosium and terbium, are in especially short supply, mainly because they have emerged as the miracle ingredients of green energy products. Tiny quantities of dysprosium can make magnets in electric motors lighter by 90 percent, while terbium can help cut the electricity usage of lights by 80 percent. Dysprosium prices have climbed nearly sevenfold since 2003, to $53 a pound. Terbium prices quadrupled from 2003 to 2008, peaking at $407 a pound, before slumping in the global economic crisis to $205 a pound."
Table: Rare Earth Elements Periodic Chart

pirelli

pirelli wrote: »

Have a look at this article.


http://metalsplace.com/news/articles/32392/molybdenum-poised-for-massive-comeback/

It was too good to be true and appears to be old news as the old wall street sharks had already known abou tit. The stock was in a good position for a buy nonethless and to be featured in a more industrial newsletter is signifigant.

I got in yesterday at $14.20 and its now pushing $15. Its only 5 % but it was well deserved, after my ACH was hit by Wall street short sellers.

pirelli

Many of these stocks have dropped considerably. It looks like we are going into another short term rally. Feb 5th has that bottom out look about it.

Argentex Mining... AGXM -13.16%
GREENLAND MINERALS &... GDLNF 0.510* -28.17%
AVALON RARE METALS INC AVARF 2.37* -18.28%
GREAT WSTN MINRLS GRP... GWMGF -17.32%
LYNAS CORP LTD ORD LYSCF -15.79%
CHINA RARE EARTH HLDGS CREQF -16.07%
Aluminum Corp. of China... ACH -21.44%
Western Lithium Canada... WLC -20.00%
SHOWA DENKO KK SHWDF -4.25%
ARAFURA RESOURCES NL ARAFF -13.41%
VMS Ventures Inc. VMS 0.310* -13.89%
W.R. Grace & Co. GRA 27.62 +1.10%
WSTN WIND ENERGY CORP WNDEF 1.60* -7.51%
MOLY MINES LTD MYMNF 0.730* -21.67%
U.S. Energy Corp. USEG 5.53 -9.64%
RPC, Inc. RES 12.10 +0.20 (1.68%)
ACCELERATED RTN RUSS RHA 11.83 -15.14%
LITHIUM TECH CORP LTHU 0.0350* -19.54%


I like ACH so long as china remains popular. It was targeted as a popular stock to short sell when china released new regulations. However i think the aluminium demand in china is sufficent to keep interest in this stock.


BEIJING, Feb. 1 -- Aluminum Corp. of China Ltd., the nation's biggest producer of the metal, expects Chinese demand for aluminum to grow 23 percent in 2010 from a year ago, Citigroup Inc. said.

http://209.85.135.132/search?q=cache...&ct=clnk&gl=ie



I also like TC but its works better a swing trade rather than a long hold. In fact most of these companies work well as swing trades

pirelli

GOLD BUGS INDEX - Useful to plan a technical trade on precious metal mining.

GOLD BUGS INDEX
.HIU
http://www.google.com/finance?q=INDEXAMEX:.HUI

Bullish

GLD is looking like it is going to run again ... Brilliant short IMO after it retests.

Speculator

Pirelli,

What Lithium shares are you currently invest in?

pirelli

Speculator wrote: »

Pirelli,

What Lithium shares are you currently invest in?

I missed the rally in LTUM, but there are some beaten down stocks. I have not invested in any yet, i was waiting for them to correct after their earlier highs. They have dropped so much i am wondering if there is a fair degree of hype.

WLC looks good and might rally like ltum but its a foreign stock and would cost me in broker fees. WLC was always the favorite with newsletters.

Argentex Mining Corporation (Public, OTC:AGXM)

I can trade this on usa but there are two ways of mining lithium, one is to simply skim it off the salt water flats in the santa cruz. this is highly cost effective so much so some companies dump it back in when prices drop.

However I do know that Argentex Mining corporation operate on the santa cruz salts but i have to establish how they are mining the lithium. If they can just skim it off the salts then they will make a alot of money. However i read they were drilling and while this is no indication i do know mining it would be alot less cost effective.


Thanks for reminding me, i wil do my due dillgence on this and try find out even if i have to call the company.

ACH might be one to watch today with the rally in Aisia. I know that china keeps issuing credit tightning and people short ACH when this happens but this is going to be a bumper year for Alu in china according to reports with a 57% rise in demand forecast.


CHINA RARE EARTH HLDGS (Public, PINK:CREQF)

This looks interesting but i know little about it. - I just did read some financial reports on china rare earths and they are a large company. According to their reports the last two years have been very bad for rare earth prices which they say have dropped 30% - 70%, These are also the most sought after minerals aswell for green technology. Their balance sheet is complicated and in one
section they they list a loss and in another section they list an eps of 1 honk kong dollar twenty.

http://www.google.com/finance?q=HKG%3A0769 up 3%- 4 in HK today .

Speculator

pirelli wrote: »

I missed the rally in LTUM, but there are some beaten down stocks. I have not invested in any yet, i was waiting for them to correct after their earlier highs. They have dropped so much i am wondering if there is a fair degree of hype.

WLC looks good and might rally like ltum but its a foreign stock and would cost me in broker fees. WLC was always the favorite with newsletters.

Argentex Mining Corporation (Public, OTC:AGXM)

I can trade this on usa but there are two ways of mining lithium, one is to simply skim it off the salt water flats in the santa cruz. this is highly cost effective so much so some companies dump it back in when prices drop.

However I do know that Argentex Mining corporation operate on the santa cruz salts but i have to establish how they are mining the lithium. If they can just skim it off the salts then they will make a alot of money. However i read they were drilling and while this is no indication i do know mining it would be alot less cost effective.


Thanks for reminding me, i wil do my due dillgence on this and try find out even if i have to call the company.

ACH might be one to watch today with the rally in Aisia. I know that china keeps issuing credit tightning and people short ACH when this happens but this is going to be a bumper year for Alu in china according to reports with a 57% rise in demand forecast.


CHINA RARE EARTH HLDGS (Public, PINK:CREQF)

This looks interesting but i know little about it. - I just did read some financial reports on china rare earths and they are a large company. According to their reports the last two years have been very bad for rare earth prices which they say have dropped 30% - 70%, These are also the most sought after minerals aswell for green technology. Their balance sheet is complicated and in one
section they they list a loss and in another section they list an eps of 1 honk kong dollar twenty.

http://www.google.com/finance?q=HKG%3A0769 up 3%- 4 in HK today .

Its an interesting market alright. Been looking at if for a while now, heavily invested in Uranium but still have funds remaining to invest in Lithium.

I'm doing a bit of research on the following stocks listed on the UK market:

Creat Resources Holdings Ltd (CRHL.L) http://www.creatresources.com/

Landore Resources Ltd (LND) http://www.landore.com/

I will probably opt for Creat as its the only true lithium mining play on the london market.

pirelli

https://www.youtube.com/watch?v=tIsX1-JErIA

http://www.youtube.com/watch?v=tIsX1-JErIA



According to this you tube video, there are only three lithuium miniing companies in the world yet the price has trebeled in the last 3 years and the demand is going to explode due to car batteries racking up huge demand.

These are the three companies featured.


http://www.google.com/finance?q=rockwood

http://www.google.com/finance?q=sqm


http://www.google.com/finance?q=fmc
http://webcastingplayer.corporate-ir.net/player/playerHOST.aspx?c=117919&EventId=2979798&StreamId=1483509&IndexId=&TIK={7c4ce288-4aee-41ee-85f0-97f78a03065f}&RGS=3

However there are other companies that are much much smaller and more obscure.


MMTE
LTHU

Jesus Wept

pirelli wrote: »

http://www.google.com/finance?q=rockwood

$31 - $23

pirelli wrote: »

http://www.google.com/finance?q=sqm

This one has doubled in price since May 2007.

pirelli wrote: »

http://www.google.com/finance?q=fmc

$45 - $58

pirelli

pirelli wrote: »

https://www.youtube.com/watch?v=tIsX1-JErIA

=

However there are other companies that are much much smaller and more obscure.


MMTE
LTHU

LTHU was up 25% today and then dropped back.

pirelli

The-Rigger wrote: »

$31 - $23



This one has doubled in price since May 2007.



$45 - $58

So you see rockwood as having the most potential upside.

I stil like ACH the chinese company its back to new lows again. I see it as a safe swing trade. Buy low sell high.

Jesus Wept

I have no clue, just thought I'd check what the video said - that their price has trebbled over 3 years. Didn't seem accurate to me.

Speculator

Great news! A lithium ETF due on Friday

Global X Funds to unveil world's first lithium ETF

http://af.reuters.com/article/metalsNews/idAFN2239181920100722

pirelli

Speculator wrote: »

Great news! A lithium ETF due on Friday

Global X Funds to unveil world's first lithium ETF

http://af.reuters.com/article/metalsNews/idAFN2239181920100722

Great news...Lithium will get alot of attention along the way from media etc.

PALL and PPLT are examples of Palladium ETF that went rather well. They are relatively flat but have had some swings mostly to the upside.
ETFS Physical Palladium Shares ETF (Public, NYSE:PALL

pirelli

pirelli wrote: »

https://www.youtube.com/watch?v=tIsX1-JErIA

http://www.youtube.com/watch?v=tIsX1-JErIA



According to this you tube video, there are only three lithuium miniing companies in the world yet the price has trebeled in the last 3 years and the demand is going to explode due to car batteries racking up huge demand.

These are the three companies featured.


http://www.google.com/finance?q=rockwood

http://www.google.com/finance?q=sqm


http://www.google.com/finance?q=fmc

I was just reading this yesterday thanks to my friend speculator and ROC took off today and was up almost 7%. These offered a great oppourtunity in the last week. They each have a ticker at the end of the google finance link I provided for each company.

Speculator

Global X Lithium ETF

Fund summary:
http://www.globalxfunds.com/fundsummary.php?fundid=18753&catid=0

pirelli

pirelli wrote: »

I was just reading this yesterday thanks to my friend speculator and ROC took off today and was up almost 7%. These offered a great oppourtunity in the last week. They each have a ticker at the end of the google finance link I provided for each company.

ROC and SQM up along with POT. Not sure why!

fryup

so is lithium a sure fire winner?? with electric car batteries and all that??

i'm pretty clueless when it comes to shares/stockmarket, got a grand to spare...so who should i invest in or have i missed the boat?

pirelli

fryup wrote: »

so is lithium a sure fire winner?? with electric car batteries and all that??

i'm pretty clueless when it comes to shares/stockmarket, got a grand to spare...so who should i invest in or have i missed the boat?

Just on time, but..what way is the market going.

fryup

pirelli wrote: »

Just on time, but..what way is the market going.

Don't know, taught you were the expert;)

The technology is still in its early stages when it comes to petrol alternative cars, nobody really knows what way it will go...but lithium batteries seem to be all the rage in DIY powered tools >cordless drills, strimmers etc so i'm sure there's a strong future in the mineral.

pirelli

fryup wrote: »

Don't know, taught you were the expert;)

The technology is still in its early stages when it comes to petrol alternative cars, nobody really knows what way it will go...but lithium batteries seem to be all the rage in DIY powered tools >cordless drills, strimmers etc so i'm sure there's a strong future in the mineral.

No! Im no expert. That LIT ETF is volatile though. Maybe a better swing trade. SQM is out performing it that's for sure.

fryup

^^^^^^^^^^^^^^^^^

wah layman's english please, you're talking to a novice here

pirelli

fryup wrote: »

^^^^^^^^^^^^^^^^^

wah layman's english please, you're talking to a novice here

The Stock & Shares of any given company on the stock exchange have a series of letters called a ticker to represent that company. ETF''s also have a ticker.

LIT is the ticker for the lithium Ticker. If you look at the chart on google of the LIT ticker you will see that it does not perfrom as well as the company with Ticker SQM.

While SQM moves 7% and LIT moves 7% in one day along with an upsurge in metals you will find that SQM holds it's gain and value while LIT falls back with the general market the following days. In fact LIT lost all of it's 7% gain while SQM held most of it.

So by swing trade i mean that LIT is good for the swings in the market less so than SQM which appears to outperform the market and is a better bet on lithium.

pirelli

A comparison of the Lithium ETF ( LIT ) against my choice for lithium SQM. LIT has performed quite well and SQM has out performed.



SQM




LIT




An uranium and lithium stock. AGXM tanked down to .44. I missed this one again due to a trading restriction. However it soared recently.


URRE

pirelli

These smaller stocks have began a steady reversal from their long decline over the last few months. The correction was much longer and more sustained than I had anticipated.



WLC - Western Lithium USA Corporation (Public, CVE:WLC )





Lithium Technology Corporation (Public, PINK:LTHU)

pocketdooz

Global developer, manufacturer and marketer of lithium.

87 facilities in 24 countires. KKR owns 30%.

Market cap of over $2.0 billion, EV of over $4.0 billion.

Generates tons of cash, loads of liquidity.

Largest supplier of lithium products worldwide with about 50% market share.

No dividend though.

.

pirelli

pirelli wrote: »

These smaller stocks have began a steady reversal from their long decline over the last few months. The correction was much longer and more sustained than I had anticipated.


WLC - Western Lithium USA Corporation (Public, CVE:WLC )

Anyone cash in on this reversal ?

pirelli

Has anyone done any DD on this rare earth chinese stock. I belive it mines Molybdenum. They just Proposed to buy bought QXM. they have filed a SEC form 13 9 ( Which is expensive ( $5000)) so the actual final aquisition of the remaining outstanding shares of QXM have to be decided by QXM minority shareholders but Xing alreayd owns 61% majority of QXM common shares.

Just filed with SEC this sunday.
http://www.sec.gov/cgi-bin/browse-edgar?...

http://seekingalpha.com/instablog/217363...


The company is called Qiao Xing Universal Resources, Inc. (Public, NASDAQ:XING). Trading at $1.70.

It moved from its base price of $1.50 to $2.20 and has retreated back to $1.70, thats a .50 cents upside to watch or 32.5 % upside or a 12% downside. A 2:1 risk reward ratio. I know eventually this is going to get hot and the rare earths have heated up this month. What i am not sure is whether it's price is going north of south on Monday. While bulletin boards are screaming a buy .. i am not sure when it's going to move or more importantly what price it is going to move on.

Considering it moved on news of the proposed purchase of QXM then and it has consolidated back from that; then logically Monday looks good for an entry, but what i don't know is what this actually means for the share price as these deals usually reveal a lower price per share and considering this is a proposal it might be wiser to wait.

Also there is a warrant expiry on Oct 31st. So Perhaps November after they have news on the QXm would be ideal for a guaranteed run up.

pirelli

http://www.worldbulletin.net/news_detail.php?id=65457

Rare Earths, back in the news.


China prompts rare earth consumers to look elsewhere
Japan and South Korea moved to reduce their dependence on China's rare earth metals on Friday amid fears export reductions by Beijing

pirelli

Lexus1976 wrote: »

Hindsight!

Hindsight! 2

Oh boy! Did we miss that recent one! Average was 400% Gain in most of these stocks after they consolidated. Even the large stocks eeked out 100%. Very long consolidation periods though. Hoping to see another consolidation period after the G20 is forgotton.

Then drop back for Hindsight! 3

pirelli

http://www.ibtimes.com/articles/76839/20101028/rare-earth-metals-etf-van-eck.htm

The first U.S. exchange-traded fund (ETF) investing in companies that produce rare-earth elements and other strategic metals began trading this morning on the NYSE Arca Stock Exchange.

China NYSE Electric Cars New York Rare Earth Managed by Van Eck Global, the Market Vectors Rare Earth/Strategic Metals ETF trades under the symbol REMX.

The ETF tracks an index comprising of 24 mining companies including Iluka Resources Ltd., the world’s biggest zircon producer, China Rare Earth Holdings Ltd., a Hong Kong-based manufacturer and wholesaler of rare-earth products; and Titanium Metals Corp. (NYSE: TIE).

pirelli

Rare Earths Hindsight 3!

When will we ever learn, Rare earths cosolidating again.

MCP - 6%
REE - 7%
REMX - 2% ( rare earths ETF )
SHZ - 7% ( Not sure this has much rare earth exposure but will run with other metals )

Lyscf - 2%
GDLNF -2%



Uranium also consolidating.


Has anyone made huge profits from the rare earths. I am watching MCP and look for news of any outcome from their lobbying which would make this run again.

WildBoots

Hi Pirelli,

I've made modest gains trading in and out of Avalon (AVL:CN) since last summer, it is the only rare earth stock I feel comfortable holding for any length of time and I'd recommend that you take a look!

http://avalonraremetals.com/

Best of luck in your trades for 2011!

pirelli

WildBoots wrote: »

Hi Pirelli,

I've made modest gains trading in and out of Avalon (AVL:CN) since last summer, it is the only rare earth stock I feel comfortable holding for any length of time and I'd recommend that you take a look!

http://avalonraremetals.com/

Best of luck in your trades for 2011!

thanks wildboots

josey_whale

Pirelli, Wildboots,

Been thinking of getting into Rare Earths... what DD I have done, AVL seems to be good play... has been hitting 52week highs recently... have I missed the boat? It seems like this company has a big future

pirelli

josey_whale wrote: »

Pirelli, Wildboots,

Been thinking of getting into Rare Earths... what DD I have done, AVL seems to be good play... has been hitting 52week highs recently... have I missed the boat? It seems like this company has a big future

It can be volatile. There was a big drop on friday. REMX is the ETF that tracks a selection of rare earth companies. I find swing trading SHZ and MCP based on the movements of REMX works well. As a long term i haven't done enough DD to recommend.

AVL is down 7% since friday, So you might wish to try jump on if it consolidates.