TSXV:HRE.H - Post by User
Post by
Islandboy38on Nov 01, 2012 1:11pm
370 Views
Post# 20550670
Stans mentioned ( REE WORLD)
Stans mentioned ( REE WORLD)
REE Month in Review: October Market Leaders Stans Energy (+55.32%), Mkango Resources (+40.00%) and Ucore Rare Metals (+35.80%)
 Tracy Weslosky -- During the month of October, the REE Leaders Index was down 66.25 points or 8.16% (between close of market on October 1, 2012 and close of market on October 31, 2012).
The average change in share price for ProEdgeWire: Rare Earths & Critical Minerals sponsors during the month was flat, down 1.58% (between close of market on October 1, 2012 and close of market on October 31, 2012). The month's highest mover was Stans Energy Corp. (TSXV: HRE | OTCQX: HREEF) with a share price increase of 55.32% and 50.52 respectively.
On October 23, 2012, Stans Energy announced an improved historical rare earth cracking process for Kutessay II. This new cracking process for Kutessay II concentrate is likely to replace the historical process previously used at the the Kashka Rare Earth Processing Plants 1, and part of Plant 2 (read more). This news was preceded by an announcement on October 4, 2012, that Stans Energy had produced dysprosium, terbium and gadolinium metals as part of its ongoing operational testing at the Kashka Rare Earth Processing Plant (KRP).
Read more
|
Do We Really Know the Full Baotou Story?
 Robin Bromby -- Really, the decision by Inner Mongolia Baotou Rare-Earth High-Tech Co to partially suspend rare earths production is quite extraordinary. It's said prices received are down by 30%. But Baotou's decline has been sudden by any standards, especially given the bumper profits it made over the past couple of years.
Have rare earth prices really fallen that much? Has demand dropped that much? If so, what happened to the big announcement earlier this year about China creating a substantial rare earth stockpile? Surely a little fall-off in Japanese demand would provide the ideal opportunity to build that stockpile.
Read more
|
Rare Earth Oxide (REO) and the Strategic Need
 Steve Mackowski -- The world of REO is an interesting place; we have many supply-side businesses claiming to be the solution to the China supply situation; we have many demand-side businesses riding along with their future REO supply dangling on the edge of the sword of Damocles. We have all seen the demand projections, particularly for heavy rare earth oxide (HREO); and we have all seen the supply projections to the end of the decade. I have repeatedly stated that there is a critical imbalance between the supply of rest of world (ROW) dysprosium and demand, so where is the competition for HREO resources?
Read more
|
|