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By Jeb Handwerger |
May 13, 2013
There are real supply concerns for Platinum Group Metals or PGMs as laborers continue to protest for higher pay in South Africa. Laborers may demand a large pay increase while the South African producers are unable to stay profitable.
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By JT Long |
March 27, 2013
Self-help manuals tell us that what we focus on, we manifest. This is certainly true for rare earth elements enthusiast Chris Berry. Where some see a spiraling global economy and stagnation, Berry sees an emerging world with four billion people hungry for new technologies .
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By Richard Mills |
February 4, 2013
The truth, in regards to the world’s mineral resources, is that we in the western developed countries are not in control of supply. There are many serious concerns in regards to global resource extraction that we need to consider.
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By Zig Lambo |
January 23, 2013
Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first — and at what cost?
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By Jeb Handwerger |
January 16, 2013
The pullback in uranium miners and price coming into the year end was a potential buying opportunity as they reached important support levels historically indicative of a bullish reversal.
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By Brian Sylvester |
December 21, 2012
For too long, the rare earth space has operated in obscurity. Greater clarity on prices, inventory levels and demand will create more market stability, according to Matt Gibson, institutional research analyst with CIBC World Markets.
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By Jeb Handwerger |
December 21, 2012
Uranium and rare earth miners are outperforming gold miners by at least 13 percentage points over the past month. This may be forecasting a risk on rally as investors speculate that China, Japan and the emerging economies are bottoming.
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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 Gareth Hatch |
December 13, 2012
Take a little time to address some of the key errors that keep cropping up. First, let’s tackle one of my pet peeves. The term ‘rare-earth mineral’ is NOT synonymous with the terms ‘rare-earth elements’ or ‘rare-earth metals’.
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By The Mad Hedge Fund Trader |
December 13, 2012
There is no single answer to asset allocation, and it is every man for himself. One thing that I can tell you with certainty is how a hedge fund approaches the issue. I’ll draw up a strategy that might fit a small, one-man hedge fund, with limited resources and programming...