Here's a good article. Fulp is a smart geologist. Look at this personal holdings highlighted below.
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"Real stories in REE space..................."
We are with the contenders -- not pretenders
https://www.raremetalblog.com/2010/09/the-mercenary-geologists-ree-review-molycorp-and-the-minions.html
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The Mercenary Geologist's REE Review: Molycorp and the Minions
Beforethecorrection starting at the mid-market hour today, my favorite REEstockshad a six session bull run since the last mini-musing onSeptember 17.In the interim, The Almighty Molycorp added to its growinglegion ofMinions that follow its lead and trading pattern.
Icurrentlyfollow (but not necessarily hold) these 14 rare earth elementstocks onthe Toronto and New York exchanges, listed in alphabeticalorder. Theseare the few contenders among the many pretenders that Ipersonallyconsider to have real stories in REE space:
Avalon Rare Metals (AVL.T)
Dacha Strategic Metals (DSM.V)
Hudson Resources (HUD.V)
Great Western Minerals (GWG.V)
Matamec Exploration (MAT.V)
Medallion Resources (MDL.V)
Molycorp (MCP.NYSE)
Neo-Material Technologies (NEM.T)
Quest Rare Minerals (QRM.V)
Rare Element Resources (REE.AMEX)
Rare Earth Metals (RA.V)
Stans Energy (RUU.V)
Tasman Metals (TSM.V)
UCore Uranium (UCU.V)
WhatIhave noticed over the past month is when MCP goes green on myscreen,the “Cream of the Crop” (AVL, QRM, REE, and TSM) is mean andgreen,too. The same goes for metal powders and alloy producer NEM.Thesestocks are shown in bold above.
When Molycorp has a bad day (e.g., today), there are big red stop signs beside my four exploration faves and NEM.
Andoverthe past two or three sessions, the eight penny scrappers in thisREEprospect basket (all those that trade less than $1.00 in the listabove)have all done nearly the same thing as Miss Moly.
I can therefore opine: Molycorp and the Minions is one really tight band.
Pleasenote that I am a shareholder of Avalon, Quest, Rare Element, Tasman,and Medallion.The first four are paying sponsors my website which makesme extremely biased.
I have owned Dacha, Hudson, Matamec, and Neo-Materials within the last year but no longer hold shares in these issuers.
As always, don’t pay any attention to what I do in the market. You must do your own due diligence, Dudes and Dudettes.
Ciao for now,
Mickey Fulp
Mercenary Geologist.com
Contact@MercenaryGeologist.com
TheMercenaryGeologist Michael S. “Mickey” Fulp is a CertifiedProfessional Geologistwith a B.Sc. Earth Sciences with honor from theUniversity of Tulsa, andM.Sc. Geology from the University of NewMexico. Mickey has 30 yearsexperience as an exploration geologistsearching for economic deposits ofbase and precious metals, industrialminerals, uranium, coal, oil andgas, and water in North and SouthAmerica, Europe, and Asia.
Mickeyhas worked for juniorexplorers, major mining companies, privatecompanies, and investors as aconsulting economic geologist for the past22 years, specializing ingeological mapping, property evaluation, andbusiness development. Inaddition to Mickey’s professional credentialsand experience, he ishigh-altitude proficient, and is bilingual inEnglish and Spanish. From2003 to 2006, he made four outcrop orediscoveries in Peru, Nevada,Chile, and British Columbia.
Mickeyis well-known throughout themining and exploration community due to hisongoing work as an analyst,newsletter writer, and speaker.
Contact: Contact@MercenaryGeologist.com