Can confirm the large price increases from Metal Pages UK. Very strong rises for Ce and La! (common LREEs)
Prices are Chinese prices, Oxide FOB China prices should be updated by Thursday (Oxide prices below give an indication of increases in Oxide FOB prices)
Ce Metal 99% min China +7.61%...
Manganese the new rare earth?
Nice story on manganese by ProActive Investors
http://www.proactiveinvestors.com.au/companies/news/15915/manganese-a-green-ingredient-in-battery-technology--15915.html
Bodes well for GMM, which will commence drilling at its Shoemaker manganese-iron ore...
New York Times write up on Rare Earths and expected delay for Lynas to be up to 6 months
http://www.nytimes.com/2011/05/03/business/03rare.html?pagewanted=1&ref=global-home
Molycorp hitting all time highs tonight +8%
New York Times write up on Rare Earths
http://www.nytimes.com/2011/05/03/business/03rare.html?pagewanted=1&ref=global-home
Molycorp hitting all time highs tonight +8%
US$ rare earth price up again $165/kg and Appointment of Financial Adviser
US$ rare earth price up again
Cerium and Lanthanum were up +2.24% and +5.07% in Metal Pages latest update (28 April), not reflected on ARU's website.
I calculate Arafura's basket price for Nolans Bore at...
Mongolia Coal Peer Comparison and Coking Coal M&A
Mongolia Coal Peer Comparison
Here is an update of current market caps of ASX listed coal developers/explorers with coal assets/options to acquire coal assets in Mongolia:
I show this comparison to highlight that CEO is "cheap" should...
Mongolia Potash Drilling soon for an EV of $7m
Near term share price catalysts for GMM include its planned Mongolia potash and Australian manganese and iron ore drilling programs.
Current Market Cap: $11.0M (63.0M shares inc. escrowed, price 0.18, recent placement at 0.175):
Cash: $3.6M...
Arafura is pre-production. It all depends how investors see the price over the next few years. ARU gets into production in 2 years from now (H2 2013). If prices stay high or go higher, the closer ARU is to production, the share price will benefit.
On the price for Nolans Bore, not relying on...
ARU Premium REE Product - now $162/kg
I've been tracking the price of Nolans Bore product via the following site: https://sites.google.com/site/4lynasheads/
ARU's Nolans Bore price attracts a premium pricing compared to peers. Nolans Bore now commands almost a $12/kg premium in pricing...
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