Pacific Wildcat Resources Corp PWCRF

Best leverage to HREE's

[bahtbuilder]

Why bother with all the volitity when you can buy DSM.V at 44% discount to NAV and be exposed to exactly the right metals at the right time.

Continued Success with Core Holding Dacha Strategic Metals

After very strong price increases for the international quoted prices of Dysprosium and Terbium the last few days, we now estimate that the Net Asset Value of Dacha Strategic Metals is ~ 91 cents/share compared to last month's report of 71 cents/share. The calculation is quite simple and based on Dachas updated portfolio value as of today + cash and a small investment portfolio.

Dysprosium and Terbium which are the key heavy REEs and basically the only REEs that we believe one should own, were up 31-34% this week. As we have tried very hard to illustrate for our readers, there is basically no new mine supply coming for these markets that are already in a serious deficit, until at least 2014. At the same time, demand growth is inelastic at around 10% annually.

Our first alert about Dacha went out at ~38 cents less than 2 months ago, and still it is quite amazing to be able to tell you that not only do we have great fundamentals the coming years, but also that the discount to NAV is now at a record since a stock price of 52 cents means an amazing 43% discount to NAV. We believe this will be a great journey that has only started. We continue to urge our readers to study the fundamentals for these markets and re-offer our recent blog.

Next trigger
We believe that a near term trigger will be the official pressrelease, early June, of the monthly NAV that we have tried to calculate above..

For those of you who have missed our report on DSM from April 20, we provide the link below. All of our reports can be found on https://www.ob-research.com/reports.