Lynas Corporation Limited

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

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

Lynas Stumbles While Molycorp Continues Recovering – Sobering Reminders of Rare Earth Challenges

(This is an excerpt from an article I originally published on Seeking Alpha July 5, 2011. Click here to read the entire piece.) On June 29, 2011, the New York Times ran a story called “The Fear of a Toxic Return” that provided lurid accusations of environmental mismanagement at the Malaysian rare earth refinery owned … Read more