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By Alec Gimurtu |
January 16, 2013
David Skarica, founder of Addicted to Profits, says another — bigger — graphite bubble is likely on its way. He compares the graphite space to the rare earth and uranium arenas.
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By Mickey Fulp |
November 27, 2012
It appears that graphite is next in line for a commodity boom. The market is driven by increasing demand from traditional applications, new technology uses, and China’s 75% control of supply, its depleting reserves, and efforts to consolidate operations.
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By Sally Lowder |
August 17, 2012
You'll never hear the Mercenary Geologist talk about electric metals, technology metals or rare metals. But he's got plenty to say about specialty metals. While the nomenclature may not seem important, he believes obscure definitions are confusing investors.
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By Brian Sylvester |
August 15, 2012
Molycorp's poor performance has impacted the entire rare earth sector. Until the rare earth element "super-cycle" gains steam again, investors need to reset their expectations says the founder of House Mountain Partners.
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By JT Long |
August 1, 2012
Comparisons are useful in evaluating a company, but in the rare earth market, it's not as simple as a spreadsheet. With so many variables in the mix, no two projects are exactly alike, and each has its relative strengths and weaknesses.
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By Brian Sylvester |
June 28, 2012
Graphite is the "it" material of the moment, but as an investment space it remains largely misunderstood. The executive director for the Western Hemisphere at Intierra Resource Intelligence, suggests investors research extensively and names some of his favorite projects
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By Brian Sylvester |
June 14, 2012
Resource developers, especially in the rare earths space, are suffering from the market's obsession with immediate results, says the writer and editor for Agora Financial who nonetheless argues that large-scale demand for high-tech metals remains.
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By Sally Lowder |
May 31, 2012
The Asbury Carbons CEO says he is delighted to see sources of natural graphite resurfacing outside of China now that the commodity's price justifies investment in exploration and production.
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By JT Long |
April 26, 2012
The editor of Kaiser Research Online sees 2015-2020 as a critical time for rare earth projects. Any later, he argues, and companies who have not reached production will be out of the game.
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By JT Long |
April 5, 2012
With so many moving variables in the rare earth space, how can investors evaluate investment opportunities? The head of research for Fundamental Research Corp. finds his top prospects by zeroing in on a specific material and tracking its growth drivers.