Jack Lifton on ucore and dysprosium...Picked up from the gwg board...
https://www.techmetalsresearch.com/2011/11/decoupling-the-rare-earth-junior-mining-market-from-emphasis-on-molycorp-and-lynas/
Key points from Jack Lifton:
1. With regard to HREEs, based on the information that I have about the deposits, management, markets and politics to be served by the potential rare-earth mines that can produce HREEs, I have reduced my interest in the space to the following. I may have missed a good one or included a bad one, but I think that the survivors in 2015 must be in my list today:
- Avalon Rare Metals (TSX:AVL, AMEX:AVL)
- Great Western Minerals Group (TSX.V:GWG, OTCBB:GWMGF)
- Matamec Explorations (TSX.V:MAT, PK:MTCEF)
- Quest Rare Minerals (TSX.V:QRM, AMEX:QRM)
- Rare Element Resources (TSX.V:RES, AMEX:REE)
- Tasman Metals (TSX.V:TSM, PK:TASXF, F:T61)
- Ucore Rare Metals (TSX.V:UCU, OTCQX:UURAF)
2. "I also think that Ucore is a good bet on the HREE side largely because it has strong backing by Alaska’s local government and it’s very rich in Dy.
Alkane Resources is also a very good investment as well, and it’s a bargin at its current price."
3. "China and the high tech world need new sources of terbium, dysprosium, and erbium, among others, that can be recovered less expensively and in higher volumes.
Among the rare earths the key elements are dysprosium and terbium. China recognized this early on and has been conserving them for years.
Jon Hykawy, the Chief analyst for byron Capital Markets in Toronto, predicted yesterday in San Francisco that new non-Chinese dysprosium and terbium production would lower the price of dysprosium to $300/kg by 2020. I am not as sanquine as Jon about the build up of non Chinese production, so I’m still predicting $2000/kg dysprosium in that time frame, but not much after that."