EXPM:QRMLF - Post by User
Post by
RTOon Sep 14, 2014 10:35am
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Post# 22934665
Warrant Supply All Dried Up?
Warrant Supply All Dried Up?What happened to the supply? i guess all the participants in the July financing have sold off their positions. Next week will be interesting to confirm this. With a strike of .40 and about 3 years still to go, I would assume that its more than enough time for some interesting developments to traspire. In theory, China lost its WTO case, thus the 'immediate' pressure on the sector but the reality is that the consumers of the REE's don't like to be exposed to risk uncertainties of supply from China. They will be intersted in a STABLE longterm supply, even better if they are the DIRECT owners.