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By Brian Sylvester |
December 19, 2012
Share prices have tumbled down for many rare earth element miners, while the quality of certain companies has dramatically improved. Is now the right time for investors to strengthen their positions in the space or to turn and run?
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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 Alec Gimurtu |
September 26, 2012
Parallels between graphite and lithium are superficial, insists the analyst with Industrial Minerals. Graphite, unlike lithium, supplies layers of demand, with reliable end-users in the steel industry. Meanwhile, China is making way for market entrants.
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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.