10/18/2010 5:39:30 PM | Matthew B. Smith, theinvestar.com
1637 Reads | 8 Comments
Value lays in its historic mine
This first leg up in the young and vibrant rare earth bull market has given birth to many newfound skeptics on the industry. It is our firm belief that these very skeptics are now laying the very foundation of the proverbial ‘wall of worry’, which we will next stampede over.
At this point, rather than focusing on industry-wide investing, it is our opinion that company specific events will provide the most upside, thus starting now we will begin to shed light on the most exciting and lucrative opportunities in the sector.
We have constantly stated we believe investors can use the most recent uranium bull market as a blueprint for where the rare earth bull market will take us. To further that idea, we believe that the rare earth mining industry will mirror in development to that of the uranium market only a few years back. Aside from Mountain Pass, as it stands now, we do not see anyone else actually getting into full production before 2015 in North America. In Africa we see the possibility of at least two mines getting into production before then with potentially another in Europe. Australia will have two, and Asia we think could have three.
Low cost Asia should be a cornerstone of anyone wanting to invest in near-term production not currently being fairly valued by Bay Street or Wall Street. We believe that someone will rise out of Asia much like UrAsia did during the uranium boom. Investors worried about its properties due to perceived geopolitical risks, however due to the fact it quickly got into production with low cost assets, it quickly became a billion-dollar entity.
From our extensive research, we are of the opinion that Stans Energy Corp. (TSX: V.RUU, Stock Forum) provides one of the most intriguing investing opportunities for investors. The company could have the past producing open pit Russian rare earth mine, Kutessay II, located in Kyrgyzstan, up and running in late 2012. Their mine produced REEs for the former Soviet Union with half of production being the truly valuable heavy rare earth elements (HREEs).
The company has begun some exploration efforts to further understand this extraordinary project. They will test the depth of the mineralization at the mine as the Russians never tested more than 25 meters below the bottom exploration drift, even though the deposit is widening to depth. According to Robert Mackay, CEO of Stans Energy Corp., this was due to the fact that, “they had 72 years of mine life when they started the mine based on 300,000 tons a year.” Mr. Mackay also indicated that the Kyrgyz Ministry of Resources has issued a 25-year mining license associated with the mine and it is fully permitted to re-start operations. The mine is currently the only HREE mine outside of China fully permitted for operations, thus putting the company years ahead of many of their competitors.
Stans Energy is on friendly terms with the government in Kyrgystan and has, “had nothing but positive experiences when dealing with the Kyrgyz government,” according to Mr. Mackay. The country wants new mines, foreign investment and jobs for its citizens. Also of significance the country recently held elections, which we have been informed went smoothly.
The company is testing a new zone 500 metres southwest of Kutessay II, and we believe they will find further rare earth mineralization similar to that found at the old mine. We believe that the project may contain further zones (much like the one the company has drilled) to increase resources. Investors will know for sure about further areas of exploration interest later this year as the company will be undertaking a complete geophysical survey over the 40 sq. km area of the Aktuyz Ore Field in the fall.
The exploration is certainly an exciting part of this project, however we think the real value in Stans Energy lies in the historic mine. Most of the buildings are there, along with a mill and according to Mr. Mackay, “the equipment used at KCMP is still used today in the industry and it is all titanium and stainless steel so it was overbuilt like many Soviet plants.” The company also has the metallurgical process the Soviets used to extract the rare earths, which they will use as a building block to increase their extraction rates via new technology and chemicals.
Stans Energy should also be releasing a JORC resource estimate for the Kutessay II open pit mine, which should be one of the most detailed resource estimates most investors will see in their life. Samples were gathered from the mine wall as well as from underground access points that go the length of the mineralization. Stans will know exactly what REEs are where in the mine along with detailed ore grades. When the Russians discovered this deposit, they determined it had 72 years of mine life at 300,000 tons a year. The deposit was mined for 30 years, so close to 2/3 of the deposit is left for Stans. The historical tonnage on the project was 51,500,000 kgs of REOs.
It is our opinion that the company reaches production in 2013, due to their in-place infrastructure and permits as well as location. Mr. Mackay says that the, “best case scenario would be production in late 2012,” so we are confident with our number. Further, this puts Stans Energy on track to be one of the first HREE mines to production. We believe that Stans will be one of the few REE players to reach the production threshold, and one of the first to deliver significant quantities of REEs while prices are still high for the LREEs and the easy supply contracts for HREEs are available, thus at current levels the stock is underpriced. Over the next six months shares in Stans Energy could easily approach C$1.00 per share as the story gets out regarding their near-term production profile.
We believe that the stock is poised to move significantly higher in the short-term due to the company generating significant news flow. The company should be releasing the JORC resource estimate soon, has the potential to add further deposits to the project through exploratory drilling on the seven domes they know are there due to the Russians and any further areas they may discover, and has all of the necessary licenses to get the mine up and running. Due to the tremendous groundwork the current management team has done, Stans Energy could be one of the biggest winners in this young rare earth bull market.
Disclaimer: Mr. Smith does hold a small position in Stans Energy at this time
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http://www.stansenergy.com/
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BeantwoordenVerwijderenChina to further cut rare earth export quotas
Lynas Corporation Limited
LYC.AX
$1.74
+0.09+5.47%
6:10am GMT+0200
Tue Oct 19, 2010 6:19am EDT
* China plans rare earths export cut by 30 pct in 2011-media
* Rare earth reserves may run dry within 15-20 years
* China seen paving way to stop rare earths exports-analysts (Adds comments from Japan foreign minister)
By Fayen Wong and Tom Miles
SHANGHAI/BEIJING, Oct 19 (Reuters) - China plans to further cut export quotas for rare earth metals next year, local media reported on Tuesday, putting further pressure on importing nations to swiftly find new sources of supply.
China, which accounts for more than 90 percent of the world's production of rare earths, plans to cut export quotas by up to 30 percent in 2011, the China Daily reported on Tuesday, citing an unnamed official with the Ministry of Commerce.
The Ministry of Commerce could not be reached for comment.
Analysts say China has huge amounts of economically viable reserves that are unlikely to be depleted soon, but reckon Beijing's recent protectionist stance on rare earths exports is a sign that it could soon cut exports to a negligible amount in a bid to reserve supplies for domestic consumption.
"It does look like they are genuinely worried about supplies and don't care what the international price is. The message they are sending is that they want to see other sources of supply being developed," said Trent Allen, a metals analyst in Resource Capital Research in Sydney.
"Chinese officials have also talked about building a rare earths reserve and all the recent comments suggest that they may be planning to stop exports in the future."
Premier Wen Jiabao said earlier this month that China's measures to control rare earths exports were geared to "sustainable" exploitation of the minerals and pledged not to impose a complete ban on exports. [ID:nTOE69606G][ID:nBJA002310]
"We may not see a complete ban because that could bring a new set of trade problems, but they could cut shipments to a very small number," said a second analyst who declined to be identified.
A Chinese Foreign Ministry spokesman declined to comment whether export quotas would be reduced again next year, but reiterated that recent cuts were aimed at protecting the environment.
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2e deel:
BeantwoordenVerwijderen---------------------------------------
Tue Oct 19, 2010 6:19am EDT
"Every country has the right to use its own resources in a reasonable way. China has been providing low priced rare earth to the world for a long time. China recently put some necessary restrictions on the rare earth industry based on domestic regulations," the spokesman, Ma Zhaoxu, told a regular news conference on Tuesday.
China's reserves of rare earth have dropped by 37 percent between 1996-2003 and might run dry within 15 to 20 years if the current rate of production is maintained, the Ministry of Commerce said on Oct. 16.
Any substantial cuts to heavy rare earths exports, which are scarce and needed for a number of sophisticated electronics manufacturing processes, would hit high-tech firms and automakers.
Analysts said a move by China to further cut its rare earth supplies could also prompt an international backlash from key importing nations, such as the United States, Japan and Korea, who could complain to the World Trade Organisation.
China's recent move to halt shipments of rare earths to Japan amid a political dispute has also raised the spectre that Beijing could use its monopoly over those resources as a political tool, prompting Japan to scramble for alternative supplies and set up a reserve.
Japanese Foreign Minister Seiji Maehara told a seminar on Tuesday that one of the main pillars of Japan's foreign policy is to diversify supply sources of food, energy and natural resources.
"It is not good to rely on one country for natural resources, energy or food. We need diplomacy that helps diversify supply sources so that we have stable supplies even in the case of an emergency."
The Japanese government has come up with a plan to spend a total of 100 billion yen ($1.2 billion) to develop new rare earth mines abroad and to recycle the materials at at home, while supporting companies being exposed to the risk of volatility in their prices.
FALLING EXPORTS
China has been steadily reducing export quotas since 2005 for rare earth elements, which consist of 17 metals that are the life blood of green technologies such as hybrid cars and wind turbines as well as mobile phones and missile guidance systems.
Just three months ago, Beijing said it was slashing its rare earths export quotas by 72 percent for the second half of 2010 to 7,976 tonnes, compared to 28,417 tonnes a year ago.
The dramatic squeeze in supply has prompted an average 300 percent spike in rare earths prices between January and August this year, with price increases for each individual metal ranging from 22 percent to as much as 720 percent, Nomura Securities' chief strategist Sean Darby said in a recent report.
Companies that have latched on to the opportunity presented by a looming supply shortage in some of the rare earths metals, such as Australia's Lynas Corp (LYC.AX) and Molycorp Inc in the United States, have seen their shares surge in recent months.
Shares in Lynas, which have surged 215 percent from a year ago, were up 5.5 percent by midday trade, outperforming a 0.26 percent gain in the broader market .AXJO.
Currently, only a few facilities process rare earth oxides outside China, accounting for less than 10 percent of the market.
The volume of China's exports fell for three months running to 2,364 tonnes in August, the last month for which data is available. That month saw a 6.2 percent decline in volumes from August 2009, the first such year-on-year decline in 2010.
But thanks to soaring prices, the value of August's exports continued to rise, up almost threefold year-on-year and 17 percent up from July 2010, despite a 30 percent fall in volumes. (Additional reporting by Ben Blanchard in Beijing and Risa Maeda in Tokyo; Editing by Michael Urquhart)
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Welja, Precies, dus hier zit je!
BeantwoordenVerwijderenLeuk blog. Kan nog wat meer discussie gebruiken. En het is nagenoeg onvindbaar en onherkenbaar op internet. Dat mag ook wel veranderen. Als je advies nodig hebt, moet je eens contact met me opnemen.
Brun
Hallo Brun,
BeantwoordenVerwijderenleuk om van je te horen, ik geloof dat jij de eerste bent die een reactie schrijft.
Ik zie dit blog als een soort 'tryout' en een archief voor interessante artikelen en ideetjes.
Eerlijk gezegd ben ik stomverbaasd dat iemand mij heeft ontdekt.
Schrijven op Inveztor leverde veel te veel ergernissen en verplichtingen op, dus ik heel blij dat ik daar vanaf ben.
groeten,
Precies
Mooi initiatief dan! Ik blijf het zeker volgen. Heb je ideeën altijd waardevol gevonden, en 't is inderdaad een aderlating voor Inveztor dat je daar niet meer post. Maar een begrijpelijke keuze.
BeantwoordenVerwijderenIk vond je blog overigens tijdens 't googlen op Extract Resources.
Hoi Precies,
BeantwoordenVerwijderenIk zie dat je voor zelf bent begonnen :D. Jammer dat je niet meer post op Inveztor maar ik kan je beweegredenen goed begrijpen. Het is iderdaad zoals Brun hierboven al zegt aardig stil geworden op Inveztor. Ik zal zo af en toe weleens een kijkje nemen op je blog.
Veel Succes!
G-Member.
PS: interessant aandeel die Stans Energy zal eens wat verder op induiken, ben zelf een tijdje geleden in Canadian International Minerals gestapt en voor mij inmiddels een 3 bagger. Gaat lekker maar wel oppassen met de REE hype.
Behalve REE's zit Stans ook nog op een hoop beryllium:
BeantwoordenVerwijderen+++++++++++++++++++++++++++++++++++++++++
TORONTO--(BUSINESS WIRE)-- Stans Energy Corp (TSX-V:RUU.v - News) (‘Stans’ or the ‘Company’) has retained Kazakhstan Mineral Company (KMC) to complete an Australian Joint Ore Reserves Committee (JORC) compliant Resource Estimate for its Kalesay Beryllium deposit, with an expected completion date of March, 2011. The Company owns a mining licence for the Kalesay Beryllium Deposit, acquired on December 29, 2009. The Kalesay Deposit is located 200 metres (m) east of the Company’s Kutessay II past-producing rare earth mine.
Summary of Kalesay
Historical Tonnage and Grade Estimate
The historical data, completed by Soviet geologists in 1971, was previously approved by the Kyrgyz State Reserve Committee for the Kalesay property, identifying an estimate of 9,245,000 metric tons (mt), containing 11,701 mt of Beryllium Oxide (BeO), at an average grade of 0.128%, classified in the Soviet C1+C2 categories. The estimate is based on the following parameters:
Infrastructure
The deposit occurs at elevations above sea level of 2400-2700 m. Electricity is readily available, with the town of Aktyuz located 2 km away. A road joins the Kalesay beryllium deposit with the Company’s Kutessay II open pit.
Mineralization Description
Beryllium mineralization at the Kalesay deposit is localized with two zones: Severnaya and Yuzhnaya. Both zones are exposed at the surface and occur as steeply dipping, parallel tabular stockworks of chloritic, amphibole, feldspar gneiss. The Yuzhnaya zone is 1600 m long, extends at least 500 m deep, and is 80m thick. The Severnaya zone is 800m long, extends at least 180m deep and is 65m thick. Both zones were explored through underground drifts.
Phenakite, the most common beryllium mineral in the deposit, hosts nearly 80% of the beryllium. Other minerals present containing the element include bavenite, beryl, genthelvite, milarite, and helbertrandite.
Mining and Metallurgy
Historical investigations by the Soviets indicate 70% of the estimated resource has the potential to be mined by open pit. Metallurgical test work was also conducted by the Soviets using twenty-four samples in the early 1970s. Three different metallurgical flowsheets were tested. At the time, the optimal process resulted in 8.23% BeO content in the concentrate. Further metallurgical testing is needed to improve the historical methods using new technologies.
Price of Beryllium
The price of Beryllium has increased significantly in 2010, but varies in different parts of the world. According to the US Geological Survey, the price in the United States has more than doubled in 2010, since it was quoted at $264.00/kg USD in 2009. On November 29, 2010, the Shanghai Metals Market (www.smm.cn) quoted the price of >99% beryllium at $825.00/kg USD.
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Precies, dank voor de update.Ik heb dit fonds nooit gevolgd. Jij als waardebelegger, is het fonds nu koopwaardig of niet op de huidige koersen? Hoe schat je de risico´s in dat land in?
BeantwoordenVerwijderenHallo Robert,
BeantwoordenVerwijderentoevallig zag ik je bericht,het is heel moeilijk om te zien of iemand anders een bericht geplaatst heeft.
Stans heeft nu een market cap van ca 120 miljoen CAD, dat is slechts een fractie van bv Molycorp en Lynas. Als je nog mee wilt doen met de REE-race is dit een goede keus.
Ik zit long in Stans en short in Molycorp.
De risico's van Kyrgyzistan zijn vnl van politieke aard.
Eigenlijk is er bijna geen ervaring met dit land. Ik vermoed dat ieder bedrijf dat werkgelegenheid en geld meebrengt, van harte welkom is.
Dank Precies,
BeantwoordenVerwijderenIk krijg je nieuwe berichten , althans de reacties, nu in de mail, ik neem aan omdat ik mij als volger heb aangemeld. Misschien kan jij dat ook doen.....volger van jezelf.
Ook het reageren is wel een gedoe, met het selecteren van het profiel, moet ik eerst inloggen, vervolgens de code intoetsen. Als dit echt gaat lopen met veel personen die reageren, zoals indertijd bij inveztor is dit een gebrekkig systeem.
Robert
Stans Energy Corp. Acquires Past-Producing Heavy Rare Earth Processing Facility and Rail Terminal
BeantwoordenVerwijderenToronto, Ontario CANADA, January 13, 2011 /FSC/ - Stans Energy Corp. (RUU - TSX Venture), ('Stans' or the 'Company') has reached an exclusive agreement with the majority owners of the Kyrgyz Chemical Metallurgical Plant (KCMP) (See Feb. 8, 2010 press release for option agreement details), to purchase 100% of KCMP's Rare Earth (RE) processing complex, including a private rail terminal, for a total of $5,500,000 USD. The exclusive agreement is subject to a legal due diligence period and TSX Venture Exchange approval.
For almost three decades this facility produced 80% of the former Soviet Union's RE products. The RE processing complex and the rail terminal were used to produce and transport materials, equipment, chemicals and final product to and from markets when the Kutessay II RE mine was last in production. The Kutessay II mine is now 100% owned by Stans Energy. At that time the processing facilities comprised of four individual plants that were part of a much larger industrial complex.
In onderstaande link staan de REE's vermeld waaraan de grootste tekorten verwacht worden: Neodymium, Yttrium, Indium, Europium, Terbium en dysprosium.
BeantwoordenVerwijderenAls je klikt op de kopfoto van dit draadje, vind je de REE's die Stans kan leveren.
Dit levert zeer interessante conclusies op
http://www.energy.gov/news/documents/Critical_Materials_Summary.pdf
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Stans Energy is dus om 2 redenen de beste koop op REE-gebied:
BeantwoordenVerwijderen1) een snelle en goedkope productie is mogelijk, zelfs vòòr Molycorp.
2) Stans kan de REE's leveren waaraan de meeste behoefte is.
Vreemd, maar leuk, Stans zorgde voor 'de spuiter' van vandaag: ca 40 cent omhoog zonder nieuws.
BeantwoordenVerwijderenMisschien een aankoop door een hedgefund of ETF....???
Ook erg vreemd trouwens dat Stans door niemand is genoemd in de IDP.
Inmiddels heb ik de verklaring gevonden voor de plotselinge koersspike: Mr Byron King
BeantwoordenVerwijderen-----------------------------------------
Buying Stans
Right now, Stans has about 132 million shares outstanding trading.The share price has risen significantly in the past month or so, and the trend is upward.
Most shares of Stans are closely held by people who understand the rare earths story very well, and they are not selling. Thus, on any given day, there are about 25 million shares that actually trade. Asmore and more people learn the Stans story, fewer and fewer of them want to sell.
Will Stans eventually get bought out? Doubtless, yes. But it’ll have to be very friendly, and very good for the shareholders. There’s too much at stake for someone just to swoop in and try a raw takeover. The personal relationships in Russia and Kyrgyzstan are critical.
So get your shares of Stans, and get them soon. Buy judiciously. Buy on down days. Watch the chart. Buy at your best opportunity. But getsome shares. Buy and hold. Do NOT trade out. If you sell, you’ll likelyhave to pay more when you want to buy back in. This story is unfolding,and unfolding fast.
If you’re interested in this idea, I recommend paying no more than $2 to get into Stans Energy. Don’t chase the stock higher and higher.
Remember, I expect the market to catch on within a matter of weeks ormonths. Also, we’re probably going a lot of positive press in the near future.
Watch the stock, buy carefully and build your position over time.
Again, right now, $2 is my recommended ceiling on this one. Youshould have more than enough opportunity to get in below that price inthe coming weeks.
Action to take: Use a strict limit order to buy Stans Energy (RUU: TSX-V) up to $2.00.
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http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&m=29144521&l=0&r=0&s=RUU&t=LIST
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Market cap van Stans is nu ca 260 miljoen, nog steeds een fractie van die van Molycorp (ca 4 miljard), terwijl het uitzicht op een snelle productie bij beide hetzelfde is.
BeantwoordenVerwijderenInmiddels is de koers van Stans sinds het begin van dit draadje ca verviervoudigd.
Het gaat zo snel, ik kan het amper bijhouden: 2,50 vandaag, een 5-bagger dus.
BeantwoordenVerwijderenIk hoop maar dat er nog iemand heeft meegedaan, anders voel ik me zo alleen....!!
(lol)
Vandaag al ca 3,25 gezien, koers ca 150% hoger dan ultimo 2010.
BeantwoordenVerwijderenAls ik mee had gedaan met de IDP met Stans, dan zou ik nu waarschijnlijk bovenaan staan, maar gelukkig kan ik verzekeren dat echt geld verdienen nog altijd leuker is dan het winnen van een competitie.
Binnen niet al te lange tijd kunnen we wel berichten verwachten over afnemers en/of financiering.
Ik zou nog maar eens goed nadenken voordat je verder investeerd in dit fonds. gehyped en gepushed. Pak je winst op STANS.
BeantwoordenVerwijderenhttp://www.goldgeologist.com/update/mm1111.pdf
Anoniem,
BeantwoordenVerwijdereneen serieuze en vroegtijdige waarschuwing stel ik altijd op prijs, ik zal er zeker rekening mee houden.
Op weg naar boven heb ik natuurlijk al meerdere malen winstgenomen en de inzet heb ik dus al vele malen eruitgehaald.
Ik heb zelf al vele malen aangegeven dat alle REE-aandelen overgewaardeerd, gehyped en gepushed zijn en dat slechts een paar bedrijven uiteindelijk echt gaan produceren en die zullen zeker geen fabuleuze winsten gaan maken.
De bij het publiek zeer populaire aandelen zoals bv Greenland en Rare Element Resources hebben ca dezelfde market cap als Stans en zullen nooit in productie gaan.
Meneer Fulp kan met gemak over alle REE-aandelen zeer negatieve stukjes schrijven.
Niet zo lang geleden kwam er ook over REE/RES een vernietigend stuk uit, dit had een tijdelijke koersdaling tot gevolg, maar inmiddels staat de koers weer op nieuwe toppen.
Geology of Kutessay II
BeantwoordenVerwijderenTranslated from Russian
“A qualified person has not done sufficient work to classify the historical estimate as current mineral resources, Stans Energy Corp. is not treating the historical estimate as current mineral resources and the historical estimate should not be relied upon.” Dr Gennady Savchenko QP for Stans Energy Corp., and managing Director for Stans Energy KG.
The Kutessay II REEs deposit, is located in the Kemin area on the northern slope of the Tasa–Kemin mountain Range, about 1 km southwest of the Aktiuz deposit, at 76_07E, 42_51N. The deposit was discovered in 1943 with reserves calculated in 1951. Ore reserves have been calculated at 35 Mt, grading 5% Pb, using a cut-off value of 0.5%. The contour of lead distribution comprising the ‘‘Pb orebody’’ (with Zn, Ag, Sn, Cu, Th credits) locally coincides with the contour of the ‘‘thorium orebody’’ (Th, Pb, REE) The Kutessay II deposit is of economic importance because of its large REE and base metal endowment .The deposit is hosted by the high-grade metamorphic rocks of the Precambrian uplifted basement, which comprise amphibole schists of the Kuperlisay Formation and gneisses of the Aktiuz Formation.
Read more >
Kutessay II Processing Facilities
The Kyrgyz Chemical-Metallurgical Plant (KCMP) was designed to process concentrate from Stans’ 100% owned, former REE mine, Kutessay II. Stans Energy Corp. is currently engaging VNIIHT experts from Moscow Russia to assess the state of KCPM, and evaluate the plant’s capacity in relation to potential Kutessay II plans. The assessment will include proposed methods of improving the historical process, to optimize the plants with modern technology. The block diagram below shows the historical flow of production of the main intermediate materials and the final products produced by KCMP while it was in operation.
(zie website)
Behalve REE's zitten er nog ongelooflijk veel andere metalen in de mijn en in 'pockets' zit soms wel 40% REE's:
BeantwoordenVerwijderen--------------------------------------
Seventy-seven mineral species have been recognized in the Kutessay deposit, including REE minerals, and minerals of Th, Zr, Pb, and Zn. These form economic ores together with other rare metals (Sn, Mo, Nb, Ta, Be) of secondary importance. The REE are widely distributed and are a major component of ore bodies, ranging from 0.05% up to 19.0% REE, with an average content of 0.41% (within the 0.52% Pb contour). In the #4 adit, there were massive pockets of REE carbonates and fluorine-carbonates with REE contents up to 30–40% observed. The Th mineralization is represented by ferrithorite and monazite, averaging 0.029% for the whole deposit and 0.063% within the Pb ore zone. Ferrithorite is a component of silicate REE mineralization and is notable for the high Th concentration (46% ThO2), U (3.5–5.8% U3O8), and REE (1.82–3.74% REE2O3), mainly as Y. Different forms of ferrithorite occur in veinlets according to the following mineral assemblages: quartz–monazite–ferrithorite, ferrithorite in biotite rims, feldspar–monazite–ferrithorite, quartz–ferrithorite, and quartz–ferrithorite–magnetite–chalcopyrite. Disseminated ferrithorite is rare. Orthoclase–monazite, orthoclase–quartz–monazite and quartz-monazite are typical of phosphate–carbonate–fluorine–carbonate type; orthoclase–monazite–ferrithorite and quartz–monazite–ferrithorite are typical of silicate type. Zirconium is represented by cyrtolite, malacon and zircon as major components of the silicate type REE mineralization. The average ZrO2 content in typical ores is 0.57% with high contents of T(0.3–9.0%), U (0.2–0.4%), Y (1.0–4.0%) and Hf (2.0–5.0%). The principal mineral associations are quartz–chlorite–fluorine–malacon, malacon, feldspar–malacon, and quartz–cyrtolite. Cyrtolite and malacon contain significant quartz and quartz–sericite–chlorite alteration is distributed along sub-latitudinal zones that can be of economic interest. (See footnotes 1 and 2).
Rare-metal mineralization (Nb, Ta,W, Sn, Mo, Be) is widespread, but does not attain economic grades. Nb and Ta are commonly locked in minerals such as rutile, ilmenorutile, ilmenite, zircon, cyrtolite and malacon. Tantalo-niobates including titanocolumbite, pyrochlore, columbite, and tantalite are of lesser importance, averaging 0.034% Nb2O3 and 0.012% Ta2O5. Lead content is extremely uneven in biotite hornfelds, ranging from 2.0% to 30.9%, averaging 0.41% over the entire deposit (See footnotes 1 and 2).
TSX-V: RUU
BeantwoordenVerwijderenJuly 12, 2010
The first results of Stans Energy Corp.’s (Stans or the Company) geophysical program, completed by Tien Shan Ltd., have produced a drill target within the ‘Aktyuz Ore Field’. The marked zone is located 500 m south-west of past-producing Rare Earth mine, Kutessay II, which was acquired by the Company in December, 2009. The drill target starts 75 to 100 m below the surface of the previously identified, mineralized horizon, Kutessay III. The chargeability and resistivity images produced by the geophysical study depict the shape of the metallic sulphide anomaly as a dome structure that expands and strengthens to the image cut-off point at a depth of 400 m, in a similar fashion to the Kutessay II mine, but double the size. Dr. Gennady Savchenko, QP and managing director of Stans Energy KG, said, “It is a unique occurrence when you can run a geophysical survey over an existing mine to create a model for similar type deposits in the same area. We are very encouraged by the proximity of these findings to Kutessay II.”
To visually see the geophysical results, please visit Stans’ Aktyuz Ore Field Page.
These initial geophysical results indicate the main east-west fault, which was the target for Soviet trenching and surface drilling, is likely the source of the ‘Aktyuz Ore Field’s’ polymetalic mineralization. Additional geophysical studies will be completed across the remainder of the fault line, to a depth of roughly 400 m below surface, in order to determine other additional anomalies for drilling.
Previously, geologists from the Soviet era performed trenching and surface drilling on the Kutessay III mineralized horizon, to a depth of 50 m, and made the following observations. “This zone is composed of small groups of separated ore bodies detected in surveying (1945-1946) and exploration (1957-1961) with Molybdenum and Thorium mineralization. The ore occurrences are composed of separate lenses (with thicknesses from 2 m to 35 m).”
There were seven known mineralized horizons reported by Soviet geologists and this first target under Kutessay III supports their theory that there would be additional mineralized targets that do not come to surface.
These three companies are, in my opinion, the “cream of the crop” in REE space, are built to be successful over the long haul, and could reward their long-term shareholders handsomely.
BeantwoordenVerwijderenI have taken fantastic profits in each company. But I remain a committed shareholder in all three. QRM, TSM, and REE are investments not trades for me. That said, with market capitalizations in the $165-$350 million range, there is very high downside risk here. The rare earth companies are particularly sensitive to world economic health and more global sovereign debt woes as we witnessed in May and June would wreck havoc on the sector again. Please remember my opinions are colored because I hold shares and have working relationships with the three companies covered today.
As Otto always sez: DYODD, Dudettes and Dudes. Ciao for now,
Mickey Fulp
Mercenary Geologist
-------------------------------------------
Meneer Fulp heeft grote belangen in en wordt betaald door de 3 bovengenoemde REE-aandelen. Deze 3 bedrijven zullen zeer waarschijnlijk nooit in productie komen omdat hun achterstand veel te groot is.
Zijn negatieve rapport over Stans komt hiermee dus in een ander licht te staan.
Light Rare Earths
BeantwoordenVerwijderenLanthanum Oxide 99% min- $61-$63/kg (Rechargeable Batteries)
Cerium Oxide 99% min- $66-$68/kg (Catalyst, glass, polishing)
Praseodymiun 99% min- $89-$92/kg (magnets, glass colorant)
neodymium 99% min-$89.50-$92.50/kg (magnets, lasers, glass)
samarium 99% min-$54-$55/kg (magnets, lighting, lasers)
Heavy Rare Earths
Europium Oxide 99% min- $620-$640 (TV Colour Phosphors: red)
Terbium Oxide 99% min-$610-$630 (Phosphors: Green, magnets)
Dysprosium Oxide 99% min- $285-$305 (Magnets, Lasers)
Gadolinium Oxide 99% min- $53-$56 (Magnets, Superconductors)
Yttrium Oxide 99.999% min- $72-$77 (Phosphors, Ceramics, Lasers)
Two of the REEs listed are of particular interest. Pricing with respect to dysprosium and neodymium has been quite bullish since December of 2009. Dysprosium is up over 300% and neodymium is up approximately 500% over this time frame. Demand is up significantly with many of the REEs, and this demand should continue for some time.
The significance of what Stans Energy has accomplished through their purchase of the Heavy Rare Earth processing facilities, equipment and rail terminalhas been lost on many pundits in the market. Not only did Stans buy theHREE facilities and equipment for a fraction of the purchase price thatother companies have budgeted to build their processing facilities for,but in this purchase Stans has acquired an extensive and extremelydetailed records room of files that describes in meticulous detail theseparation processes that are proven to work – for all 15 REEs. Stanswill not only be able to rely on this blue print, but they also have thedistinct advantage of having many of the people who operated and workedin their open pit mine and the processing facility still living in thecommunities nearby.
BeantwoordenVerwijderenThese detailed processing records were the result of the Sovietpractice of having two assistants for each scientist who worked at thefacilities. Stans has also secured a very solid relationship with the Leading Russian Chemical and Metallurgical Institute in Moscow (VNIIHT)who will assist the company in developing their enhanced metallurgicalprocesses. This institute and the former workers in the plant know whatthey are doing and unlike many other companies in this space, they willnot be starting from scratch. Stans Energy has “known and proven”hydro metallurgical processes for all 15 REEs whereas some othercompanies in this space could very well be looking through the YellowPages directories to try to figure it out. Stans has stated that theywill be focusing their attention on the processing of the more valuableand scarcer Heavy Rare Earths.
In an excerpt from a Dec 9th, 2010 paper written by Karl A. Gschneidener, Jr.,from Ames Laboratory at the Iowa State University, entitled The RareEarth Crisis – The Lack of an Intellectual Infrastructure, Mr.Gschniedener states that:
BeantwoordenVerwijderen“. . . today there is a serious lack of technically trained personnel with the appropriate expertise
and experience to bring the entire rare earth industry from mining to original equipment
manufacturers (OEMs) up to full speed in the next five years.”
This topic was discussed in more detail in an October 2010 Kidela Capital Group Blog – Mining is the easy bit: Separating rare earth elements is where the complexity comes in. This blog was written a few months before Stans Energy announced their purchase of the HREE processing facilities.
Given the attention the Rare Earth space has garnered lately, thiswill no doubt prove to be a pivotal year in the HREE market andinvestors will need to be on the watch for terminology in companyreports that state . . . “more metallurgical testing is required.”
Those five words are extremely important and should spur investors toinvestigate further. Having a significant grade and tonnage deposit ofRare Earths – and – also having the hydro metallurgy to actuallyextract the REEs in viable quantities are two completely differentcomponents of success. And investors shouldn’t let anyone – no matterwho they are and how many subscribers they have – tell you otherwise.
Note: For more information on Rare Earth companies, their infrastructure, feasibility, capabilities (and more), download our Rare Earth Companies Comparison Report.
http://www.kidela.com/blog
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http://www.stockhouse.com/Bullboards/MessageDetail.aspx?s=RUU&t=LIST&m=29236182&l=0&pd=2&r=0
Stockhouse:
BeantwoordenVerwijderenRE: RE: processing plant
br0cko1
2/8/2011 2:43:24 PM | | 125 reads | Post #29237759
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Agreed. There are hundreds of REE plays out there of folks who have drilled holes in the ground and created huge market caps based on that alone. Stans is one of the few companies talking about separation of REEs, and the only company outside of china to talk about separation of HREEs.
2010 was the year of REE exploration. Now it's time to start talking about processing and separation. Stans will already be in production using a facility with 10 years of experience before the other juniors are complete their feasibility studies.
Stans Energy |
BeantwoordenVerwijderenTSX-V: RUU – April 28, 2011
Stans Energy Corp (TSX-V: RUU, OTCQX: HREEF) (“Stans” or the “Company”) is pleased to announce that it has closed its previously reported private placement (see press releases dated March 30, 2011, and April 14, 2011) pursuant to which the Company has issued 15,135,136 units (the “Units”) at a price of $1.85 per Unit to raise aggregate gross proceeds of $28,000,001.60 CAD (the “Offering”). Each Unit consists of one common share in the capital of the Company and one-half of one common share purchase warrant. Each whole warrant entitles the holder thereof to acquire one common share at a price of $2.25 CAD until April 28, 2013. Stifel Nicolaus Canada acted as Lead Agent for the Offering, with Clarus Securities Inc acting as Co-Manager (collectively, the “Agents”). The Agents received a cash commission equal to 6% of the gross proceeds of the Offering, and broker warrants entitling the Agents to purchase 908,108 shares at $1.85 CAD per share at any time up to and including April 28, 2013.
The proceeds of the Private Placement will be used for a feasibility study on Kutessay II and Kalesay, purchase of the KCMP Rare Earth (RE) Processing Complex, refurbishment and upgrades to the KCMP RE Processing Complex, Aktyuz exploration and for working capital.
All of the common shares, warrants and broker warrants issued pursuant to the Offering are subject to a four‐month hold period ending on August 29, 2011. The Company has received the conditional approval from the TSX Venture Exchange for the common shares and warrants issued on closing of the Offering.
Robert Mackay, President and CEO of Stans Energy Corp. stated, “The money raised from this financing will enable Stans to aggressively pursue our plans to become a significant Heavy Rare Earth producer in the near term, beginning with closing of Stans’ acquisition of the Heavy Rare Earth Processing Facility previously announced. Once the transaction is complete, a program to upgrade and refurbish the Complex will begin immediately.”
Stans Energy Corp.
BeantwoordenVerwijderenStans Energy Corp. is focused on developing properties containing Rare Earth Elements (REEs). The company continuously examines and evaluates new opportunities to acquire and develop proven resource properties in areas of the former Soviet Union. The headquarters of the company is located in Toronto, Ontario, Canada, and its wholly-owned subsidiary, Stans Energy KG, is located in Bishkek, Kyrgyzstan. Stans Energy Corp’s Chairman, Rodney Irwin, was the former ambassador to the Russian Federation for Canada, and currently serves as the Honorary Consul of the Kyrgyz Republic for Canada.
This study involved analysing and testing modern magnetic and gravitational milling techniques on two representative samples of the Kutessay II resource. Lab scale gravitational separation proved to be a superior first step in the concentration process, when compared to historical magnetic separation methods. It was also determined that a pilot scale Falcon concentrator was needed to properly test the new proposed gravitational concentration process. Based on these results, IRC, in association with VNIIHT, and under the supervision of Dr. Valery Kosynkin, have come up with a proposed concentration flow sheet to be tested at a pilot scale. For an illustration of this process, see our Rare Earth Processing page.
BeantwoordenVerwijderenThe proposed concentration method addresses IRC’s objectives in the following ways:
Costs – The proposed process has been estimated to reduce the amount of processed material by up to 60% after the 1st stage, when compared to the historical method. Lab tests indicate this step has the potential to significantly reduce the historical costs of crushing the ore to a powder, floating, and drying
Byproducts – Tests including magnetic separation were able to achieve recoveries in the concentrate of 80.0-80.5% Silver, 77.5-80.0% Lead, and 84-89% Bismuth. Recoveries of Zinc and Molybdenum ranged between 48.0% and 57.0%
TREO Content – Testing of both samples achieved a TREO content in the concentrate ranging from 13.373% to 19.471%, a significant increase from the historical average of 6.5% TREO. To increase the quality of the final concentrate (removal of ore magnetite and technogenic iron appearing from ball grinding in the ball mill), IRC recommended to subject the final concentrate to magnetic separation. If the proposed milling process is implemented, and scaled results are similar or better than to lab tests, far less waste rock would have to be trucked to Stans’ newly purchased RE Processing Complex
TREO Recovery – Achieved throughout recovery, with magnetic separation as step 1 and not accounting for additional recoveries from flotation of stage 2 and 3 gravitational tailings, ranged between 47.65% and 51.68% TREO. Gravitational separation tests without magnetic separation achieved recoveries for the individual REE in the range 0f 50 – 72%. The proposed 3-stage gravitational separation process will test RE tails after stage 2 and stage 3 for additional REO recoveries through control flotation, calcinations, and chemical dissolution in an attempt to increase recovery numbers
tickerspy.com Staff, On Friday June 17, 2011, 12:36 pm EDT
BeantwoordenVerwijderenShares of Molycorp (NYSE: MCP - News), the largest U.S.-based rare earths miner, continue to struggle and are down another 1% today despite news that prices for the 17 elements used to make electric cars, military devices, smartphones and scores of other high-tech gadgets doubled in the past two weeks as China, the world's largest rare earths exporter, continues to exert a tight grip on rare earths production and exports.
The Rare Earths Stocks Index is flat on the news and has tumbled nearly 15% in the past month. The cost of dysprosium oxide, used in magnets, lasers and nuclear reactors, has risen to about $1,470 a kilogram from $700 to $740 at the start of the month, Bloomberg News reported, citing Industrial Minerals.
China has already pared export quotas to 30,000 tons from 35,000 tons last year and Goldman Sachs said last month more quota reductions could be on the way, which would move prices even higher, Bloomberg reported. The price of europium oxide, which is used in the production of plasma TVs, has jumped to as much as $3,400 per kilogram from $1,260-$1,300 per kilogram, according to Industrial Minerals.
On Thursday, Chinese officials said they expect rare earths supply to outpace demand within five years on the expectation new projects in countries such as Australia and the U.S. will help curb the current supply/demand imbalance. Still, with China continuing to restrict rare earths exports and strong demand, rare earths prices are likely to continue rising in the near-term.
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commentaar: Stans (HRE.V) is na een fraaie top weer flink ingezakt (nu ca 1,60), maar Stans heeft alle ingredienten om een marktleider te kunnen worden en zelfs Molycorp te overstijgen.
Vanzelfsprekend moet het allemaal wel meezitten, maar in ieder geval heeft HRE iets wat bijna niemand buiten China heeft, nl een fabriek en kennis om REE's te kunnen verwerken.
Een beetje publiciteit en HRE schiet weer door het plafond.
Prijzen zeldzame aardmetalen scherp omhoog
BeantwoordenVerwijderenGepubliceerd op 20 jun 2011
PEKING (AFN) - De prijzen van zeldzame aardmetalen zijn de afgelopen week door een slinkend aanbod tot 96 procent gestegen.
De sterke prijsstijging van de metalen wordt veroorzaakt doordat China, dat 94 procent van de 17 soorten zeldzame aardmetalen produceert, de productie in sommige mijnen heeft stilgelegd. De Chinezen vinden de prijzen op de internationale markt te laag en willen op deze manier een prijsstijging afdwingen, aldus een analist.
De prijzen van neodymium, een belangrijke grondstof voor magneten, en dysprosium, dat veel gebruikt wordt in computers en windturbines, zijn dit jaar al verdrievoudigd. Volgens een recent rapport van Ernst & Young zal de wereldwijde vraag naar zeldzame aardmetalen tot 2016 met 60 procent stijgen.
Voorraden
Om zijn grip op de markt voor zeldzame aardmetalen te vergroten, is het Chinese staatsmijnbedrijf Baotou recent begonnen reservoirs te bouwen waarin 200.000 ton metalen wordt opgeslagen, ruim twee keer de Chinese jaarproductie. Tot dusverre hielden alleen westerse landen noemenswaardige voorraden van de metalen aan. Om de reservoirs te kunnen vullen, heeft China de exportquota flink verlaagd, wat heeft geleid tot een opwaartse druk op de prijzen.
Om in te springen op het krimpende aanbod en de stijgende vraag, gaan onder andere de mijnbedrijven Lynas en Molycorp beginnen met het delven van zeldzame aardmetalen in Australië en de Verenigde Staten. Deze mijnen moeten volgend jaar operationeel zijn, waarna de prijzen van aardmetalen vanaf 2013 zouden moeten gaan zakken.
Analisten zijn echter verdeeld over dit voornemen. ,,De productie van zuivere aardmetalen vergt veel aandacht. Het zal zeker 5 jaar duren voor we een concurrent van buiten China zullen zien in deze markt'', aldus een analist.
This brings us to Stans Energy (HREEF.PK) which has probably had the most interesting news since our article, as it is company generated (not from analysts or newsletter writers) and of significance both on a company level and an industry perspective. The company put out a press release late last week which on the surface does not say much, however we believe that it provides enough information to say that the company will in fact be one of the first supplies of HREEs to the marketplace. The press release can be found here.
BeantwoordenVerwijderenStans has had a relationship with VNIIHT, which is a Russian state rare earths company. This is the company which was behind Russia’s rare earth industry and was behind the technology at Stans’s processing plant as well as the plant in Estonia which Molycorp purchased. Also of interest is the fact that VNIIHT is the one entity outside of China which has consistently researched REEs over the years and never stopped, not even when prices plummeted as cheap Chinese production flooded the market.
Of importance to investors, the company finally admitted what many already knew; that over the past 2 years Fortune 500 companies have been onsite and discussed with Stans the possibility of helping bring Kutessay II into production. Nothing has been signed as of now, but the fact that this management team felt comfortable enough to discuss the subject we believe to be telling, from past interaction with the CEO and others at the company we find them never wanting to over promise or lead a stray. It is our guess something will happen in the next 3-6 months in regards to Kutessay II.
From the press release, the company states it has, “finalized a framework agreement with VNIIHT that specifically outlines the short and long term joint program of activities.” We believe this to be very important, but most investors probably were scratching their head in regards to the Kashka Rare Earths Plant section of the news release which read:
2)
BeantwoordenVerwijderen“Stans has recently hired Mr. Victor Kashtanov to lead the team of experts to restart production of Heavy Rare Earth Elements (HREEs) from outsourced concentrates at Plant #3 in 2012, and to assist our engineering team to design of a new Plant #1 (a thorium extraction facility) and a solvent extraction [SX] plant with a 1500 t.p.y. capacity. Stans is actively engaged in the selection of an existing facility and site to host the new SX plant. Going forward the plan is to have both the first module of Plant #1 and the 500 t.p.y. SX plant in operation by 2013.”
The number of people that the company has been hiring over the past year indicated to us that something was up, but there was but one idea we had that they could be up to, which was a long shot. The fact that the company stated they expect to have the Plant #3 (the HREE section of the process) restarting production of HREEs in 2012, “from outsourced concentrates,” was enough to convince us our idea is not that long of a shot anymore.
As many of our readers know, Russia continues to possess large above ground stockpiles from their centralized planning days, the most widely known is the uranium from their decommissioned nuclear warheads. What many do not know is that Russia also has a large stockpile of HREE concentrates. This was first reported via Rare Metal Blog here on June 28, 2011. The article stated that, “the Russians have studied four possible sites for processing the concentrate. These could between them produce lanthanum carbonate and oxides, cerium, neodymium, praseodymium, samarium, terbium, dysprosium, europium, erbium, gadolinium and yttrium. Production at one plant in the Sverdlovsk region will include manufacturing magnets. It is expected that production of magnets containing REE will be possible from 2016.” Stans’s plant is the only facility outside of China to have produced the full spectrum of REEs and most certainly one of the four sites the Russians have already looked at, and most likely why VNIIHT has been assisting the company in their endeavors thus far and working on securing a Russian project together (of which Stans Energy’s CEO said at a recent conference they had settled upon – 1 out of about 300!).
3)
BeantwoordenVerwijderenThe article from Rare Metal Blog stated that 2,500 tons of TREO would be possible for production on a per annum basis (an amount far exceeding the initial plans Stans indicated via the press release) and at the same time be highly profitable. So if it is the Russian REE concentrate then Stans will be doing only part of the production due to production capacity constraints with their plant (not having enough capacity to take on all of the work themselves). We think this stockpile will eventually feed Stans, but until the Thorium separation plant is up they will be getting concentrate from elsewhere (notice there is a 2012 and 2013 date in the press release). Most likely a company with the ability to separate the LREEs, but lacking the expertise to extract the HREEs is our guess. This is all based on that window of actually being in production however not having the Thorium separation capacity/ability on their end.
We already knew that the company would be continuing exploring the property to prove up what the Russians have recorded as being there, and we think that it is likely that the company will be successful as they move forward, however that is a long-term project and the company is more concerned with getting the plants up and running at this point. The one real question mark from our readers was in regards to the Beryllium deposit (Kalesay) next door to the Kutessay II deposit. The company will most likely mine both the REEs and the Beryllium at the same time as the deposits are together, however they indicated in the press release that they would have to resample as their previous samples were open to weathering. This is not a big deal in our opinion as the exact same issue arose when the company was conducting the sampling program for the REE JORC. The results were skewed due to weathering on the host rock providing results which were not indicative of historical records from the Russians, which the company had obtained when they purchased the property and its plant. Stans will simply go in, resample from rock within the shaft which is unexposed to weathering and the elements and get ore which is more indicative of the deposit as a whole.
4)
BeantwoordenVerwijderenIt is possible that we have not connected the dots correctly, but last week we increased our holdings in Stans by roughly 10%, and although we own a large portion of our shares at prices cheaper than today’s, we also have a fair number of shares purchased at prices far north of here in the $1-2.50 range. We think that news of a Russian project is worth US$1.00/share to current prices as it cements the company’s legitimacy in the region and ‘proves’ to investors that the company has political cover. Our guess is that Stans Energy becomes to REEs what UraniumOne is to U3O8 (uranium) for the Russians (for those who do not know, UraniumOne was a Canadian/South African company operating in the Kazakhstan uranium industry threatened with the prospect of losing their projects to the government until the Russians came in and gave the company cover.).
This news puts Stans in-line with Great Western Minerals (GWMGF.PK) in regards to initial production of HREEs, although Great Western will be actually mining their ore (keep in mind that Stans has enough ore already onsite to begin production, it is just a matter of expanding the plants’ capacity and having all aspects (the various plants in the overall process open). At this point it appears that Stans Energy’s production will be sold on the open market while Great Western will use the HREEs for their own manufacturing needs. So investors need only ask themselves what they want to invest in, a company focused on supplying the market, or one who is focused on the entire supply chain. Great Western and Stans both have the ability to reward shareholders should both get into production, but at this point only one has the man power to pull this off.
The HREE space is constantly changing. Keeping up with the different timelines which are continually being altered is a task in-and-of-itself, however based on what we know have been told we think that the way to play the HREEs for the short-term at this time, and possibly the longer-term going forward, is to focus on those companies with potentially significant HREE production. Due to recent events we have moved Stans Energy back up into our top buy list as we believe the political fears are overblown, production is near-term and the company should have news regarding a joint venture or new project in Russia in the near future.
Disclosure: I am long QRM, HREEF.PK.
More articles by Matthew Smith
http://seekingalpha.com/article/302101-heavy-rare-earth-element-arena-seeing-movement?source=yahoo
voor REE-prijzen:
BeantwoordenVerwijderenhttp://www.kaiserbottomfish.com/s/education.asp?ReportID=362761
Stans Energy Options Existing Mill for Kutessay II Mine
BeantwoordenVerwijderenSymbol Price Change
HRE.V 0.85 +0.00
TORONTO--(BUSINESS WIRE)-- Stans Energy Corp (TSX-V: HRE.V - News) (Pink Sheets: HREEF)(‘Stans’ or ‘The Company’) is pleased to announce the signing of an exclusive option on the existing Aktyuz mill used for the beneficiation of Kutesay II rare earths ores. The company has also acquired a surface rights lease for the life of the mine for 365 hectares surrounding the property for infrastructure build out.
This exclusive option will allow for Stans to conduct complete technical, economic and environmental assessments of the milling facility, which should be completed by March 31, 2012. Upon completion of successful due diligence, negotiations will commence with the current ownership to establish agreeable terms for both parties.
Stans has also secured a life of mine lease for a 365-hectare package of land comprising its license area at the Kutesay II and Kalesay deposits. The land package consisting of two orders; #436-P, #437-P has been ratified by both the Kemin Administration of Land Management and the town council of the village of Aktyuz and registered with the Federal Government.
“This is another important step in our program to restart mining operation and to continue the necessary infrastructure build out for the life of the mine. This agreement represents another pivotal show of support from both the local and federal authorities to provide development and employment in the region, and provides Stans with a solid footing to continue with our program of sustainable development at our mining sites. Signing the mill option allows Stans to examine a two phase production plan while the life of mine land lease provides Stans with space to start the infrastructure build out required for the planned annual production of 1500t TREO in Phase II,” states Dr. Gennady Savchenko QP, managing director of Stans Energy KG and LLC Kutisay Mining.
Five Rare Earths Crucial for Clean Energy Seen in Short Supply
BeantwoordenVerwijderenBy Jim Snyder - Jan 5, 2012
Limited supplies of five rare-earth minerals pose a threat to increasing use of clean-energy technologies such as wind turbines and solar panels, a U.S. Energy Department report found.
The substances -- dysprosium, terbium, europium, neodymium and yttrium -- face potential shortages until 2015, according to the report, which reiterates concerns identified in a report a year ago.
The 2011 report studied 16 elements and related materials, including nickel and manganese, which are used to make batteries. The analysis of so-called critical elements began after rare-earth prices jumped following imposition of export restrictions in 2010 by China, the world’s major producer.
“In recent years, demand for almost all of the materials examined has grown more rapidly than demand for commodity metals such as steel,” the report said.
David Sandalow, assistant secretary for policy and international affairs at the Energy Department, plans to discuss the report today at an event in Washington.
Rare earths became a political and legislative issue after China moved to reduce export quotas in July 2010 by 40 percent. The country accounts for 95 percent of rare-earth production, according to the Energy Department.
The Chinese government said late last month it was leaving the export limits unchanged, and more production from companies including Greenwood Village, Colorado-based Molycorp Inc. (MCP) may ease some supply concerns.
Falling Prices
While prices of rare earths fell in the second half of 2011, they remain volatile, leading some companies to search for ways to consider reducing reliance on the minerals, the Energy Department said.
The department is also researching how to use rare-earths more efficiently, including through recycling, and to increase production in the U.S. The department’s Advanced Research Projects Agency--Energy has given about $31.6 million to 14 research projects to study ways to reduce or eliminate use of rare-earth elements.
In Congress, at least a dozen bills have been introduced supporting development of a domestic rare-earth industry, including through U.S. loan guarantees, according to the Energy Department report. None of the measures has passed.
The five minerals most at risk of supply disruptions are used to make wind turbines, solar panels, electric car batteries and energy-efficient lights, according to the report. A 2007 law requiring the phase-out of incandescent light bulbs may increase demand for terbium, europium and yttrium, used in compact fluorescent bulbs that comply with higher efficiency standards, according to the report.
Worldwide Demand
“While these materials are generally used in low volumes relative to other resources, the anticipated deployment of clean-energy technologies could substantially increase worldwide demand,” the report said.
Smaller mining companies have difficulty raising the $100 million to $1 billion it takes to open a rare-earth ore mine, while global mining companies are often not interested because of the relatively small size of the $3 billion market and its unpredictability, the report said.
The report also recommends greater emphasis on education and job training.
“Strengthening the U.S. position across the supply chain requires a capable workforce,” the report said.
To contact the reporter on this story: Jim Snyder in Washington at jsnyder24@bloomberg.net
Stans Energy Submits Documentation for Licensing Agreement for Kutessay II and Kalesay
BeantwoordenVerwijderenSymbol Price Change
HRE.V 0.75 +0.00
TORONTO--(BUSINESS WIRE)-- Stans Energy Corp (TSX-V: HRE, OTCQX: HREEF)(‘Stans’ or ‘The Company’) is pleased to announce the submission of documentation for the licensing requirements to the Kyrgyz Government for the Kutessay II Heavy Rare Earth Deposit and the Kalesay Beryllium deposit.
Boris Aryev, Chief Operating Officer of Stans, states “Mining licenses in Kyrgyzstan are comprised of two parts: License Certificate for the term of the license, which in Stans’ case is for the period 2009 through to 2029; and a Licensing Agreement which typically are negotiated for periods of 2 to 5 years with the Kyrgyz Ministry of Natural Resources. This Licensing Agreement spells out what scope of work will be undertaken to move the project towards production.”
Kutessay II
By the end of December, Stans submitted a complete report on the work done on all aspects of Kutessay II to the Kyrgyz Government. Along with this submission a request to extend the LA for a period of one year was tabled as well. The work done to date will allow Stans to proceed with the plans for Phase I development to restart mining operations at the historical Soviet levels of production. Several reasons exist that necessitate the extension of the LA:
1. Stans Energy plans to build a 1 million tonnes per year mining complex, which would enable the company to achieve its’ Phase II production targets of 1500 tonnes per year Rare Earth Oxides. The planned increase in output relative to historical production rates requires construction of a new mill and tailings pond with increased capacities. Upon the original signing of LA in 2009, this expanded rate of production had not been determined and as subsequent engineering work expanded, so did the time required for proper investigation and due diligence.
2. Historically Soviet Engineers had designed Tailings Pond #5 and chosen a site for a new mill as part of their plans to expand upon the historic production levels of 1991. Upon closer inspection, Stans’ engineers found that these sites do not meet modern technological and environment requirements and thus new sites had to be chosen. Stans has identified potential sites, however engineering surveys cannot be completed until the spring of 2012.
2)
BeantwoordenVerwijderen3. The close working relationship shared between Stans and the Kyrgyz Ministry of Natural Resources was affected by the shut down and slow down periods of governmental operations, due to elections and transfers of ministerial obligations.
KALESAY
By the end of December, Stans submitted a complete report on work done to date on all aspects of the Kalesay deposit to the Kyrgyz Government. Along with this submission a request to extend the Licensing Agreement for two years was tabled as well. Due to inconsistencies encountered with samples taken for resource calculation in the fall of 2010 resulted from Stans’ inability to access un-weathered sampling material. Stans was required to apply to the Kyrgyz Government for access into deeper sections of the exploration adits. In the fall of 2011, Stans reopened Adit #20 to take more representative samples from the ore body. Resampling work was completed in late December and a report will be completed by the end of March 2012. This report will govern the economic extraction of the beryllium deposit
Mr. Aryev, continues on to state, “The scope of work required for the Licensing Agreement extension constitutes a large majority of topics that will be included in our Preliminary Feasibility Study, which is currently being finalized and translated for public disclosure and will highlight the economics of resuming production at Kutessay II and commencing production at Kalesay. Kalesay is currently planned to be mined out as part of the open pit operation of Kutessay II thus becoming an offshoot of Kutessay II production. This development is a prime reason for requesting a two-year extension on the Licensing Agreement for this property. Stans’ management looks forward to working closely with the Kyrgyz authorities to develop and realize the full economic potential of the Aktyuz Ore Field deposits.”
In ca een maand tijd is HRE meer dan verdubbeld tot nu ca 1,11.
BeantwoordenVerwijderenZe kwamen ook van 3.40 af he..
BeantwoordenVerwijderenHoe denk je nu over dit bedrijf Precies? Heb je de hele rit (naar 0.56) aandelen gehouden?
Hendrik,
BeantwoordenVerwijderenik heb vaak verkocht en teruggekocht op lage(re) koersen, volgens IB is m'n gemiddelde kostprijs nu nog ca 1,39.
In deze sector heb ik nog HRE, GWG en NEM.
Andere aandelen in deze sector zijn of veel te duur of kunnen de grote achterstand niet meer inhalen.
Met MCP heb ik leuk verdiend aan een shortpositie.
Heb je nog... je bent dus aan het afbouwen?
BeantwoordenVerwijderenVond de explosies afgelopen jaar zelf wel vrij intensief.
Stans Energy Appoints VNIIHT to Oversee Design Build Process at Kutesay II
BeantwoordenVerwijderenSymbol Price Change
HRE.V 1.17 -0.01
TORONTO--(BUSINESS WIRE)--
Stans Energy Corp (TSX-V: HRE, OTCQX: HREEF)(‘Stans’ or ‘The Company’) is pleased to announce that it has retained the Russian Research Institute of Chemical Technology (VNIIHT ), a division of ROSATOM, the State Atomic Energy Corporation of Russia, to be the lead engineering firm for the design build process at Kutessay II. Upon completion, final designs will then be used for the Bankable Feasibility Study that VNIIHT will be overseeing.
VNIIHT is responsible for implementing the following engineering initiatives:
1. Design technology to remove radioactive ore components replacing that previously used in Plant 1;
2. Evaluation of the new 1 million tonnes per annum mine design, and;
3. Design Phase 1 and 2 of the Mill and Tailing Pond.
The proprietary technology that VNIIHT is developing for Plant 1 will be more environmentally sustainable than the technology that was previously deployed when the Kashka Rare Earth Plant (KRP) was still in production. These new design and environmental initiatives are being executed under the supervision of Dr. Valeriy Kosinkin, Stans’ lead technical advisor. Upon completion of these design initiatives, VNIIHT will re-deploy its engineering expertise to incorporate these elements into a Bankable Feasibility Study.
For details on the historic flow sheet and Plant descriptions, please visit:
http://www.stansenergy.com/rare-earth-processing/
“As Stans Energy continues its transition to production, the completion of critical design and engineering components, leading to the commencement of the Bankable Feasibility Study, are important milestones for the Company. This process will continue to further de-risk the project for stakeholders and potential off-take partners. Our ongoing close working relationship with VNIIIHT, with its team of world renowned Rare Earth experts, will give Stans the opportunity for fast-track implementation of the latest technological innovations in Rare Earth hydrometallurgy. Once the redesign of Plant 1 is complete in the second half of 2012, we will be able to issue a timetable for the upcoming Bankable Feasibility Study,” states Robert Mackay, President and CEO.
Stans Energy Provides Corporate Update
BeantwoordenVerwijderenSymbol Price Change
HREEF.PK 1.236 +0.00
TORONTO--(BUSINESS WIRE)--
Stans Energy Corp (TSX-V: HRE, OTCQX: HREEF)(‘Stans’ or ‘The Company’) is pleased to report: that it has received a working draft of its Preliminary Feasibility Study ; on recent meetings conducted with Kyrgyz and Russian government representatives and to announce a grant of options to a new consultant.
The Preliminary Feasibility Study is currently under review at The Russian Leading Institute of Chemical Technology (VNIIHT). Under the guidance of Dr. Valery Kosynkin , the scientists at VNIIHT will be reviewing and if necessary removing all references of proprietary technologies and processes that will be used at the Kashka Rare Earth Processing Plant (KRP). A fundamental challenge to all new Rare Earth projects worldwide is developing technology for recovery and preparation of useful forms of the Rare Earth elements . Stans’ is the holder of such proprietary technology developed and employed in recovering and producing Rare Earth Element products during the more than 20 years of operation of the KRP. Upon completion of this task, the Preliminary Feasibility Study will be reviewed by a Canadian independent third party to ensure compliance with Canadian reporting regulations
On January 20th, 2012, Boris Aryev, Stans Energy COO and Director, Dr. Gennady Sarychev, the Director of VNIIHT, along with Mr. V. Nekrasov, the Russian Trade Commissioner for the Kyrgyz Republic attended a meeting with Mr. O. Babanov, the newly appointed Prime Minister of the Kyrgyz Republic, and Mr. C. Tashbaev, the newly appointed Director of the State Geological Agency of the Kyrgyz Republic. The purpose of the meeting was to discuss and elaborate on the joint initiatives undertaken by Stans Energy Corp and VNIIHT, as they advance Kutessay II and the KRP back to production.
“With VNIIHT being a government sponsored agency, namely a division of Russian state-controlled Rosatom, and the participation of the Russian Trade Commissioner in our recent meetings demonstrated to Kyrgyz officials the high level of Russian Government support that Stans Energy enjoys. Our recent submission of documents in satisfaction of the Licensing Agreement is another important milestone that needs to be addressed for us to continue to fast track plans for resumption of production at Kutessay II. Stans Energy will continue to work closely with the Kyrgyz State Geological Agency to satisfy all conditions of the Licensing Agreement, and the strong levels of international support demonstrates the critical nature of the project to all stakeholders and potential partners,” states Boris Aryev, COO and Director.
As approved by the board of directors on February 27, 2012, a new consultant engaged to assist Stans Energy with off-take negotiations has been granted 40,000 options exercisable into one common share of the company at $1.12 per share until February 27, 2017. All options granted and any common shares issued on the exercise of the options will be subject to a statutory four-month hold period expiring June 27, 2012. The option grant is subject to regulatory approval.
2)
BeantwoordenVerwijderenAbout Dr. Kosynkin
Dr. Valery Kosynkin is one of the world's preeminent chemists and metallurgists for Rare Earth Elements (REE). Dr. Kosynkin holds a doctorate of philosophy from Moscow State University. His dissertation was on uranium and the development of REEs through processing of loparite concentrate. Since 1959, Dr. Kosynkin has been employed by VNIIHT – The Russian Leading Institute of Chemical technology, initially as a Researcher in Uranium technologies, and from 1973 as the Head of Research and Development for REE chemistry and technology. Dr. Kosynkin has overseen the technical research and commissioning of REE production and extraction facilities in Russia, Ukraine, Estonia and Kazakhstan. In addition to his work at VNIIHT, Dr. Kosynkin worked as a USSR IAEA Representative from 1968 to 1973 in Vienna, Austria; and has been lecturing on REE metallurgy and chemistry in Russia, China, and Korea.
About VNIIHT
The Russian Research Institute of Chemical Technology (VNIIHT) was founded in April 1951. VNIIHT’s objective was to focus on the exploration and development of technologies and raw materials for use in the Soviet nuclear energy sector. VNIIHT technologies were, and continue to be implemented during the main stages of the nuclear fuel cycle. This includes the processing of Uranium and Rare Metal Ores through to the generation of nuclear-pure materials. VNIIHT’s sixty years of chemical technology experience combined with their capabilities of executing the complete cycle of rare earths research, development, and production will give Stans Energy a significant advantage relative to its competitors outside of China.
Stans Energy to Commence Operational Testing at Kashka Rare Earth Processing Plant
BeantwoordenVerwijderenPress Release: Stans Energy Corp. – 5 hours ago
Symbol Price Change
HRE.V 0.75 0.03
TORONTO--(BUSINESS WIRE)--
Robert Mackay, President and CEO of Stans Energy Corp. (TSX-V: HRE, OTCQX: HREEF), (“Stans” or the “Company”), is pleased to announce that Plant #3 of the company’s Kashka REE Plant (KRP) will be ready for operational testing by mid-July 2012, and by August 30, 2012, the KRP is expected to be ready to produce its first product – Heavy Rare Earth Oxides of Dysprosium, Gadolinium, and Erbium to 99.99% purity.
The three heavy rare earths are to be recovered from loaded ion exchange resins located in the circuit since plant operations were suspended in the early 1990s. Since the acquisition of KRP in spring 2011, Stans Energy has undertaken an extensive refurbishment program at Plant #3. Although Plant #3 had not operated for nearly 20 years, much of the production equipment has remained in place and is ready to be restarted.
“We are extremely pleased with the progress made to date at Plant #3. Through the course of our renovation, and in consultation with our technical advisors at VNIIHT, we discovered the potential for recovering nearly two tonnes of mixed rare earths oxides from concentrate that remains in the holding tanks. The concentrate consists of Dysprosium, Gadolinium, Samarium, Yttrium, Holmium, Ytterbium, Erbium, Thulium and Lutetium This production test run will demonstrate the operational viability of the KRP plant. This validation of our proven metallurgical processes and production assets will solidify our position as one of the front-runners to Rare Earth Oxide production outside of China. In this period of transition from project development through infrastructure build-out, and ultimately production readiness, Stans Energy will continue the evaluation of other potential sources of concentrates. Above all, I would like to take this opportunity to congratulate our engineering and technical teams on this milestone achievement and for their contribution to company progress."
The Russian Research Institute of Chemical Technology (VNIIHT) is currently designing new technology that will be incorporated into a new Plant #1. This plant was historically used to both crack the concentrate from the milling stage and remove radioactivity before it was sent to Plant #2 for solvent extraction. Based on consultations with VNIIHT, Stans expects the process circuit design to be finalized in Q3 2012. This design will be incorporated into the Company’s Bankable Feasibility Study (BFS), which will begin in Q3 2012.
Plant #2 was previously used for solvent extraction of rare earths. Stans is investigating whether to rehabilitate Plant #2, or to construct a 1500 tonnes per year new plant using plastic solvent extraction equipment. Until that decision is made, pilot scale extraction testing will be continued in Plant #3.
Stans Energy Announces Production of Dysprosium Oxide from Kashka Plant
BeantwoordenVerwijderenPress Release: Stans Energy Corp. – 6 hours ago
Symbol Price Change
HRE.V 0.64 0.05
TORONTO--(BUSINESS WIRE)--
Stans Energy Corp. (TSX-V: HRE, OTCQX: HREEF), (“Stans” or the “Company”) is pleased to announce that it has successfully separated dysprosium oxide from its stockpile of resins at the Kashka Rare Earth Plant (KRP).
To date the company has separated dysprosium from the resins remaining from past production runs, yielding 50kg of dysprosium oxides ahead of target as outlined in the Company’s press release dated June 12, 2012. The technical teams at KRP have been able to separate:
15kg of Dysprosium Oxide grading 99.95% purity
15kg of Dysprosium Oxide grading 99.9% purity
20 kg of Dysprosium Oxide grading 99.5% purity
“The successful first phase of our operational testing of the ion exchange columns is extremely encouraging. Over the course of the next several months our engineering teams will continue to upgrade the purities of finished oxides that the KRP will be producing. Our ion exchange equipment will be able to provide the high purity oxides that are crucial for specialized end-users, specifically 4N+ purities. Once VNIIHT completes the design of the new cracking facility (Plant #1), Stans Energy will have the capability to employ cutting edge rare earth technologies starting with beneficiation through to high purity oxide production,” states Robert Mackay, President and CEO.
Plant design, refurbishment, and operational testing are continuing, and once the test run is completed by Q4 2012 on the entire batch of 48 tonnes of resins, a full chemical analysis of produced oxides and pure metals will be released.
About Stans Energy
Stans Energy Corp. is a resource development company focused on progressing Heavy Rare Earth (HRE) properties in areas of the Former Soviet Union. In December 2009, Stans acquired a 20-year mining license for the past-producing Kutessay II rare earth mine from the Kyrgyz Republic. On May 26, 2011 Stans completed the purchase of the Kashka Rare Earth Processing Plant (KRP) the same plant that previously refined REEs historically from Kutessay II. The KRP was the only hard rock plant to produce all rare earth elements outside of China, producing 120 different metals, alloys, and oxides. For over 30 years, Kutessay II produced 80% of the rare earth metals for the former Soviet Union.
“Geen QE3, maar een RE1 (Rare Earth Element Easing)” – Jeb Handwerger, aandelenanalist
BeantwoordenVerwijderenAandelen in de zeldzame aardmetalen (REE) zijn de afgelopen periode samen met de meeste junior mijnbouwaandelen sterk gedaald. Aandelenanalist Jeb Handwerger ziet tot 2015 aanbodtekorten voor de zware REE (HREE). Hij gelooft dat de zeldzame aardesector binnenkort uit de downtrend zal breken.
Na een initiële vlaag van opwinding in 2010, toen de wereld het belang van REE en hun schaarste begon te beseffen, is de sector nog dieper weggezakt dan collega’s in de edel- en basismetalen nadat de ramp in Fukushima meer dan de helft van de vraag naar zeldzame aardmetalen buiten China elimineerde.
Ondanks deze korte- tot middellange termijn problemen is de fundamentele schaarste in REE een feit, en zonder significante hoeveelheden extra HREE zal deze situatie in ieder geval tot 2015 voortduren voor de meer waardevolle HREE. Deze tekorten, die waarschijnlijk de high-tech, green-tech-en automobiel industrieën zullen beïnvloeden, zorgen ervoor dat Handwerger in een echte crisis is gaan geloven. In plaats van QE3 propageert hij RE1 als oplossing om de komende tekorten in de zeldzame aardmetalen aan te pakken.
4 juli 2012
http://www.cdfund.com/blog/geen-qe3-maar-een-re1-rare-earth-element-easing-jeb-handwerger-aandelenanalist/
Stans Energy Produces Dysprosium, Terbium and Gadolinium Metals
BeantwoordenVerwijderenPress Release: Stans Energy Corp. – 4 hours ago
Symbol Price Change
HRE.V 0.79 0.15
TORONTO--(BUSINESS WIRE)--
Boris Aryev, Chief Operating Officer of Stans Energy Corp. (TSX-V: HRE, OTCQX: HREEF), (“Stans” or the “Company”), is pleased to report that, as part of its ongoing operational testing at the Kashka Rare Earth Processing Plant (KRP), the company has produced dysprosium, terbium and gadolinium metals from its metals fabrication facilities. Listed below are the quantities and purities of metal fabrication results:
Rare Earth Metal Weight (Kg) Purity FOB Metal Price (USD) FOB Oxide Price (USD)
Dysprosium 3.3 99.9% $1200-1250 $900-950
Terbium 0.8 99.9% $2550-2650 $1580-1680
Gadolinium 18.7 99% N/A $66-68
* Rare Earth prices taken from www.asianmetal.com on October 4th, 2012
Dysprosium metal was created using a select quantity of the 99.95% dysprosium oxide produced in July (See July 12th press release for details). Gadolinium and terbium metals were produced from intermediate products remaining from historical production.
An extensive refurbishment and upgrade program has been ongoing at KRP. Select infrastructure improvements at the Kutessay II mine site have also been completed. The following is a summary of works finished to date:
Repair and reconstruction of arc furnaces for rare earth metal production
Work in storehouse for liquid reagents as per requirements for storage of toxic substances
Permit approval from the Department of Drug Control and Usage for chemical reagents procurement and use in production process
Installation of equipment at the ferrite chloride dissolution site
Installation of equipment for filtration of oxalates of medium REE concentrates
Installation of equipment at carbonate dissolution site
Cleaning of 2,200 m sewage system
Metallothermy site glazing
Telecommunication, IT build out, and lighting installations
Lifting beam crane repairs
Maintenance and repair of window ventilation systems
Repair of roofing of administrative and household building at the Kutessay II mine site
Boris Aryev, Chief Operating Officer of Stans Energy said, "Our operational testing for Heavy Rare Earth Elements at KRP is proceeding on schedule. Our company has demonstrated the capability to produce not only oxides, but also metals, which command a significant premium to oxide prices. This achievement represents a substantial milestone in our corporate development. Stans has confirmed its capability to produce a wide variety of finished products, which are crucial to secure off take agreements and ultimately, project financing. I would personally like to congratulate KRP’s Director General, Mr. Victor Kashtanov, and his entire team on their achievements thus far."
Wat rare earth betreft, ken je dit bedrijf Precies?
BeantwoordenVerwijderenhttp://www.questrareminerals.com/
Hallo Hendrik,
Verwijderennee, ik ken het bedrijf niet.
Ik ben ook van mening dat dit soort REE-juniors bij de huidige REE-prijzen beter kunnen stoppen met hun activiteiten, want een werkende REE-mijn zit er voor hen niet meer in.
Ze zijn gewoon veel te laat, ook als de REE-prijzen weer flink gaan stijgen.
Er is slechts plaats voor een paar van deze mijnen buiten China en er zijn er al twee.
Hendrik21 januari 2014 00:28
BeantwoordenVerwijderenI prepared the following report on Geomega Resources Inc. (TSX: V.GMA, Stock Forum) (25 cents) last week but had “initially” decided against sending it to Ticker Trax subscribers because of the short term correction risk on a 180% run to 34 cents.
The stock had been flat all year because the rare earth (REE) sector was weak. However on Wednesday January 15th Geomega issued a news release that pushed their price from 12 cents to 24 cents on $1/2 million worth of buying.
The next day it ran even higher to 34 cents but then corrected on the 3rd day (Friday) as stop losses were likely triggered from short term traders. A very common scenario this past year.
Because of that run to 34 cents I made the decision to avoid sending this report. However, I really do like the potential here and with the correction on Friday, I believe our risk/reward for 2014 is quite attractive.
A further correction in price cannot be ruled out and you cannot rule out price volatility that may occur from a broad market correction - or the period of time between now and when they issue their next news.
Similar to what drove the big buying on Wednesday, the next major event we will be looking for is whether or not they are able to separate the Heavy REE’s with this new technology. If this is proven, the upside potential may be very significant – and the stock would be difficult to buy on that news.
On the surface this has the potential to be a MAJOR technological development in the world of Rare Earths (REE's). IF I am right, then there is huge upside left. If I am wrong - a person will risk losing half their money over the next 12 to 18 months.
I have seen it happen many times with biotechs where a process discovery (within 12 months) leads to a large takeover or an incredibly high valuation - even when the small company has yet to produce a single dollar of revenue.
Our speculation would be that this REE technology has explosive Biotech style potential (obviously within due course as they prove up stages and move towards full commercialization).
BeantwoordenVerwijderen
Reacties
Hendrik20 maart 2014 01:07
GMA is een zeer interessant aandeel om te volgen. Als hun REE-seperation technologie bewezen wordt, dan is de potentie enorm (tenbagger of meer). Zo niet, dan heeft het bedrijf altijd nog een mooie REE deposit, en komen er waarschijnlijk mooie koopmomenten omdat de markt eerst GMA zal dumpen als de REE technologie niet bewezen wordt.
Hallo Hendrik,
Verwijderende REE-prijzen zijn zo laag dat ik geen heil zie in dit soort mini-bedrijfjes zonder geld en zeker niet in nieuwe procede's.
Het is gewoon zeer kostbaar om nieuwe procede's te ontwikkelen, dit is zelfs voor grote bedrijven heel moeilijk.
Er zijn natuurlijk altijd speculatieve mogelijkheden bij dit soort aandelen.
Hoi Precies,
VerwijderenHet bedrijf dat ik eerder noemde heeft zijn procedure dus al redelijk door ontwikkeld en heeft niet alleen een nieuwe, veelbelovende techniek in huis, maar ook nog een degelijke deposit. De ratio downside risk/upside potential is voor mij zeer acceptabel bij GMA.
http://www.miningweekly.com/article/if-proven-commercially-geomegas-technology-could-transform-ree-industry-2014-03-28
VerwijderenHallo Hendrik,
Verwijderenhet verhaal van Geomega klinkt te mooi om waar te zijn; ik heb dit soort 'phantasy-stories' te vaak zien mislukken om hier nog in te geloven.
Ik zou GMA in ieder geval willen aanraden om te stoppen met hun mijn en al het geld te steken in dit procedé.
Als het werkt zal Molycorp ongetwijfeld dit bedrijf willen overnemen.
Als genoeg mensen hierin geloven kan de koers natuurlijk nog veel hoger, in ieder geval veel succes.
Hi Precies,
VerwijderenGoed advies, bedankt. Play the hype inderdaad, met zelfs een redelijke kans op echt succes. Hun techniek is grotendeels al bewezen, nu rest het nog om de techniek commercieel te kunnen laten uitvoeren.