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interessant
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"Molycorp has been very successful in raising money. Frontier has about $50 million (M), and it only needs about $20M to finish its feasibility study by next year. Rare Element Resources is also in a very good cash position. It has about $74M in cash, and it needs a fraction of that to complete its feasibility study by the end of next year as well; it can even extend it. Hypothetically, even if there were a recession for the next two years, I think these companies would have enough cash to complete their studies.
Other companies that probably have sufficient cash for a year: Tasman Metals Ltd. (TSM:TSX.V; TAS:NYSE.A; TASXF:OTCPK; T61:FSE), Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) and even Matamec. More than 12 months would probably not be possible for those three, however. "
aus:
Luisa Moreno: The Age of Rare Earth Metals
http://www.resourceinvestor.com/News/2011/12/...are-Earth-Metals.aspx
China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals that are driving his predictions for the New Year.
Source: Brian Sylvester of The Critical Metals Report (1/3/12)
Auszug:
TCMR: Your price deck changes led to you halving your 12-month target on Ucore Rare Metals Inc. (UCU:TSX.V; UURAF.OTCQX) to $0.80 from $1.30. Nonetheless, you still have a Speculative Buy rating on the junior. Tell us about that dramatic revision.
Jonn Hykawy: That was motivated by the fall in our HREE prices and the belief that dysprosium and terbium will potentially be in oversupply in the future because of new types of deposits and technological changes.
Ucore wasn't the only company that suffered that change. In fact, our Matamec price at the time was halved as well. We still think that Ucore has the right address. It is an HREE deposit in the U.S. We think the U.S., specifically the Department of Defense, has a very vested interest in making sure that there is a heavy rare earths supply within its borders. State and federal governments are very supportive of this project. It's a straightforward project in the sense that access is good, capital expenditures should remain reasonable and it's more than economical, even with our long-term price deck.
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