GWMGF.PK

Chart Review: Rally in Rare Earth Stocks Take A Pause

(This is an excerpt from an article I originally published on Seeking Alpha on February 7, 2012. Click here to read the entire piece.) Many rare earth element stocks have taken on new life in 2012 as investors and traders have scrambled to speculate on some of 2011’s poor-performing stocks. The current run-up has been … Read more

A Review of the Commodities Crash Playbook As Another Phase of Selling Ends

This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Commodities across the board have suffered mightily during the stock market’s recent correction. In the first phase of the sell-off (from late July to early August), a few commodity-related stocks triggered buys by erasing all … Read more

Investors in Great Western Minerals Urge CEO to Choose Dilution for Funding Needs

On the morning of September 14, Great Western Minerals Group (GWMGF.PK) President and CEO Jim Engdahl held the company’s fourth CEO conference call. I became interested in Great Western through a friend who follows the rare earths industry very closely. According to the company: “Great Western Minerals Group Ltd. is an integrated Rare Earths processor. … Read more

Seagate Is Not Likely to Find “Ruthenium-Like” Relief from Soaring Rare Earth Prices

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Last week (July 22) I summarized Seagate’s earnings commentary partially blaming a “bubble” in rare earth prices for causing a margin squeeze for the company. Seagate management claimed that the soaring prices of rare earth … Read more