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By Brian Sylvester |
April 17, 2013
Location, processing and capital can make the tungsten market a tough place to be, but dwindling supply and insubstantial production indicate a coming price swing.
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By Brian Sylvester |
March 8, 2013
Stock picking can be an exercise in compromise, and investors who wait for a perfect zinc mining project could be sitting on the sidelines — and missing out on profits. Matthew O'Keefe talks about his criteria for choosing investments in the zinc small-cap space.
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By Peter Byrne |
January 24, 2013
If a person consumed only nuclear-generated power, the amount of waste generated over his or her lifetime could be contained in a soda can. Compare this to the trainloads of coal delivered daily to coal-fired power plants.
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By Brian Sylvester |
January 21, 2013
Low market valuations for junior mining companies have Michael Ballanger, director of wealth management at Richardson GMP, feeling like a kid in a candy store, and equities satisfy his sweet tooth more than the metal right now.
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By Sally Lowder |
October 12, 2012
Tungsten and fluorspar may sound like dry subjects, but the Jennings Capital analyst makes them positively magical. The two critical materials parallel the rare earths investment thesis, but Chernin's picks are more than a bet on shifting Chinese policy.
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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 |
May 4, 2012
The rare earths business isn't unlike a Formula One race, according to the vice-president and senior analyst with Dundee Capital Markets. Companies are speeding to reach production and find strategic partners to grease the wheels to the finish.
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By Brian Sylvester |
November 29, 2011
Tee co-founder of Technology Metals Research LLC, gives us the lay of the land in the rare earth sector. Many variables are shaping this developing market, and data makes the difference in determining viable investments.
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By Karen Roche |
June 23, 2011
The Mercenary Geologist sees an Americas-centric rare earth elements-processing cartel forming to create a supply chain independent of China and points to the top companies that could be big players in the next five years.
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By Brian Sylvester |
March 28, 2011
The terrible tragedy in Japan is shifting markets worldwide. Mike Kachanovsky, a consultant to both resource companies and institutional investors, believes the volatility has created a finite opportunity to scoop up resource stocks on the cheap.