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

Unimpressed By CEO’s Purchase of Molycorp Shares

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) I usually interpret insider buying by company executives as an extremely positive development. However, I am unsure what to think of CEO Mark Smith’s recent purchase of shares of Molycorp (MCP) stock (hat tip to … 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

Seagate Blames A “Bubble” In Rare Earth Prices for Causing A Margin Squeeze

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) For some time now, rare earth supply, demand, and prices have been hot topics of discussion and debate. While these elements are critical components in many high-tech products, they usually represent a very small part … Read more

Chinese Academic’s Rare Earth Forecasts at Odds with Industry Experts

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) Last week, an article from China Daily titled “Rare-earth supplies expected to grow” was blamed for the weakness in several rare earth stocks like Molycorp and Lynas Corp. Ltd on June 16th. The article contains … Read more

“Market Conditions” Quickly Move Molycorp to Price Share Offering and Convertible

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) It only took two days for Molycorp (MCP) to officially roll out the pricing of its secondary share offering and convertible notes. MCP indicated these deals were “subject to market conditions”, and market conditions may … Read more

Molycorp Share Offering and Financing Announcements Create An Overhang

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) First, Molycorp (MCP) looked poised for a rally. Soon after that, the technicals turned, indicating pressure was building for a big move. I hedged, but I remained bullish. Last night, MCP made two financial announcements … Read more

Molycorp Soars After Making A Strategic Acquisition (Transcript)

I have watched the rare earth (RE) space with a lot of interest over the past 7 months or so. It is an industry where technical knowledge very often translates into effective investment action. I have been very fortunate to have a good friend, whom I consider to be a rare earths specialist, flood me … Read more