The Rare Earth Sale of the Year: Buy Now!


Shopping bag with sponsorsI  interviewed Gene Arensberg, Editor of the GotGoldReport last week. As some of you know, Gene is the "Vulture King" and is a respected technical analyst and private investor with a substantial following — who places his reputation on the line and tells his subscribers when he BUYS (click here). And when Gene starts saying that he is selling his gold bars and buying stock, and when stocks on RareMetalStock are ALL trading at nearly 52 week lows –  it's time to BUY!*

Last week's cascading selloff of stocks had my phone ringing with distressed investors reading our various sites. Surprisingly, I feel unfazed by this and am instead wondering how I can gather some additional funds to invest now. I am not a licensed investment advisor*, but I am the CEO of Pro-Edge Consultants Inc., a Company that publishes sites full of investor information intelligence.

…and I happen to find Gene's assessement lining up with my own instincts for my portfolio.

What we have done (special thanks to in-house Analyst Karima Shajani) is quickly review closing prices from Friday, April 13, 2012, along with their 52 week lows. We then went into the REE World Library and reviewed all of the analyst reports and input the target prices where we had them.

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RareMetalBlog Sponsor

Symbol

Closing Share Price:
2012-04-13*

Market Cap. (millions)*

52-Week Low*

Recommendation**

Alkane Resources Ltd.

ASX: ALK

AUD$1.35

AUD$363.2

AUD$0.89

Buy
RBS Equities Ltd.
$2.74

Arafura Resources Ltd.

ASX: ARU

AUD$0.31

AUD$114.1

AUD$0.30

Accumulate
Shaw Stockbroking
AUD$2.15

Avalon Rare Metals Inc.

AMEX: AVL

USD$2.66

USD$274.5

USD$2.29

Buy
Citigroup
$6.11

Avalon Rare Metals Inc.

TSX: AVL

$2.66

$250.3

$2.41

Speculative Buy
Jacob Securities Inc.
$11.28

Cache Exploration Inc.

TSXV: CAY

$0.07

$1.7

$0.05

-

Canadian International Minerals Inc.

TSXV: CIN

$0.05

$3.8

$0.04

-

Commerce Resources Corp.

TSXV: CCE

$0.26

$38.5

$0.20

-

Dacha Strategic Metals Inc.

TSXV: DSM

$0.40

$29.5

$0.38

-

Elissa Resources Ltd.

TSXV: ELI

$0.14

$3.8

$0.12

-

Focus Metals Inc.    

TSXV: FMS

$1.15

$93.3

$0.54

 

Buy
Cormark Securities Inc
$1.90

Frontier Rare Earths Limited

TSX: FRO

$0.90

$80.61

$0.80

Speculative Buy
Jacob Securities Inc.
$9.83

Geomega Resources Inc.

TSXV: GMA

$0.60

$16.2

$0.52

-

Globe Metals & Mining Limited

ASX: GBE

AUD$0.17

AUD$39.2

AUD$0.13

-

Great Western Minerals Group Ltd.

TSXV: GWG

$0.56

$233.2

$0.39

Strong Buy
Euro Pacific Canada
$3.10

Hastings Rare Metals Ltd.

ASX: HAS

AUD$0.13

AUD$9.28

AUD$0.10

Speculative Buy
RM Research

IBC Advanced Alloys Corp.

TSXV: IB

$0.12

$27.6

$0.11

-

Lynas Corporation Ltd.

ASX: LYC

AUD$1.11

AUD$1,902

$0.86

Buy
Deutsche Bank
AUD$2.11

Lynas Corporation Ltd.

ASX: LYC

AUD$1.11

AUD$1,902

$0.86

Overweight

J.P. Morgan
AUD$2.15

Matamec Explorations Inc.

TSXV: MAT

$0.27

$32.5

$0.20

Speculative Buy
Byron Capital Markets Ltd.
$2.00

Medallion Resources Ltd.

TSXV: MDL

$0.22

$9.9

$0.13

-

Metallica Minerals Ltd.

ASX: MLM

AUD$0.26

AUD$34.4

AUD$0.245

-

Mkango Resources Limited

TSXV: MKA

$0.35

$9.4

$0.25

-

Montero Mining and Exploration Limited

TSXV: MON

$0.17

$8.3

$0.14

-

Namibia Rare Earths Inc.

TSX: NRE

$0.43

$33.08

$0.40

-

Northern Minerals

ASX: NTU

AUD$0.42

AUD$73.7

AUD$0.36

DJ Carmichael
AUD$1.27

Orion Metals Limited

ASX: ORM

AUD$0.09

AUD$7.3

AUD$0.05

-

Pacific Wildcat Resources Corp.

TSXV: PAW

$0.26

$35.7

$0.26

-

Peak Resources Ltd.

ASX: PEK

AUD$0.35

AUD$58.3

AUD$0.25

-

Pele Mountain Resources Inc.

TSXV: GEM

$0.11

$16.4

$0.10

-

Quest Rare Minerals Ltd.

TSX: QRM

$2.23

$133.34

$1.75

Strong Buy
Euro Pacific Canada
$12.00

Rara Terra Minerals Corp.

TSXV: RTX

$0.10

$1.6

$0.08

-

Rare Element Resources Ltd.

TSX: RES

$5.83

$251.79

$3.16

Speculative Buy
Byron Capital Markets Ltd.
$18.75

Rare Element Resources Ltd.

AMEX: REE

USD$5.9

USD$261.0

USD$3.08

Speculative Buy
 Securities Inc.
$18.43

Stans Energy Corp.

TSXV: HRE

$0.61

$85.7

$0.52

-

Tantalus Rare Earth

FRA: TAE

EUR18.64

-

EUR15.80

-

Tasman Metals Ltd.

TSXV: TSM

$2.35

$100.9

$1.38

-

Texas Rare Earth Resources Corp

OTCQX: TRER

USD$1.01

USD$36.9

$0.80

-

TUC Resources Ltd.

ASX: TUC

AUD$0.17

$21.8

$0.130

-

U.S. Rare Earths, Inc.

OTCBB: UREE

USD$3.35

USD$66.4

USD$1.01

-

Ucore Rare Metals Inc.

TSXV: UCU

$0.38

$58.4

$0.33

Speculative Buy
Jacob Securities Inc.
$1.09

*All funds CDN unless otherwise noted. April 13 closing share prices and market capitalization figures taken from Yahoo Finance & Google Finance on 2012-04-15 and  reflect close of market figures on 2012-04-13. 52-Week Low prices taken from Yahoo Finance on 2012-04-16.

**Pro-Edge Consultants Inc. sends out ongoing requests to Companies, Analysts and Investors to maintain our REE World Library and this represents our latest updates.

Disclaimer: Tracy Weslosky is the CEO for Pro-Edge Consultants Inc. and is not licensed to make investment recommendations. All Companies listed above are paid sponsors of RareMetalBlog.

Name

Symbol 

Closing Share Price:

2012-04-13

Market Cap. (millions) 

52-Week Low

Recommendation*

Target Price*

Alkane Resources Ltd.

ASX: ALK

AUD$1.35

AUD$363.2

AUD$0.89

Buy
RBS Equities Ltd.

$2.74

Arafura Resources Ltd.

ASX: ARU

AUD$0.31

AUD$114.1

AUD$0.30

Accumulate
Shaw Stockbroking

AUD$2.15

Avalon Rare Metals Inc.

AMEX: AVL

USD$2.66

USD$274.5

USD$2.29

Buy
Citigroup

$6.00

Avalon Rare Metals Inc.

TSX: AVL

$2.66

$250.3

$2.41

Buy
Citigroup

$6.00

Cache Exploration Inc.

TSXV: CAY

$0.07

$1.7

$0.05

-

-

Canadian International Minerals Inc.

TSXV: CIN

$0.05

$3.8

$0.04

-

-

Commerce Resources Corp.

TSXV: CCE

$0.26

$38.5

$0.20

-

-

Dacha Strategic Metals Inc.

TSXV: DSM

$0.40

$29.5

$0.38

-

-

Elissa Resources Ltd.

TSXV: ELI

$0.14

$3.8

$0.12

-

-

Focus Metals Inc.

TSXV: FMS

$1.15

$93.3

$0.54

-

-

Frontier Rare Earths Limited

TSX: FRO

$0.90

$80.61

$0.80

Speculative Buy
Jacob Securities Inc.

$9.83

Geomega Resources Inc.

TSXV: GMA

$0.60

$16.2

$0.52

-

-

Globe Metals & Mining Limited

ASX: GBE

AUD$0.17

AUD$39.2

AUD$0.13

-

-

Great Western Minerals Group Ltd.

TSXV: GWG

$0.56

$233.2

$0.39

Strong Buy
Euro Pacific Canada

$3.10

Hastings Rare Metals Ltd.

ASX: HAS

AUD$0.13

AUD$9.28

AUD$0.10

Speculative Buy
RM Research

-

IBC Advanced Alloys Corp.

TSXV: IB

$0.12

$27.6

$0.11

-

-

Lynas Corporation Ltd.

ASX: LYC

AUD$1.11

AUD$1,902

$0.86

Buy
Deutsche Bank

AUD$2.11

Lynas Corporation Ltd.

ASX: LYC

AUD$1.11

AUD$1,902

$0.86

Overweight

J.P. Morgan

AUD$2.15

Matamec Explorations Inc.

TSXV: MAT

$0.27

$32.5

$0.20

Speculative Buy
Byron Capital Markets Ltd.

$2.00

Medallion Resources Ltd.

TSXV: MDL

$0.22

$9.9

$0.13

-

-

Metallica Minerals Ltd.

ASX: MLM

AUD$0.26

AUD$34.4

AUD$0.245

-

-

Mkango Resources Limited

TSXV: MKA

$0.35

$9.4

$0.25

-

-

Montero Mining and Exploration Limited

TSXV: MON

$0.17

$8.3

$0.14

-

-

Namibia Rare Earths Inc.

TSX: NRE

$0.43

$33.08

$0.40

-

-

Northern Minerals

ASX: NTU

AUD$0.42

AUD$73.7

AUD$0.36

DJ Carmichael

AUD$1.27

Orion Metals Limited

ASX: ORM

AUD$0.09

AUD$7.3

AUD$0.05

-

-

Pacific Wildcat Resources Corp.

TSXV: PAW

$0.26

$35.7

$0.26

-

-

Peak Resources Ltd.

ASX: PEK

AUD$0.35

AUD$58.3

AUD$0.25

-

-

Pele Mountain Resources Inc.

TSXV: GEM

$0.11

$16.4

$0.10

-

-

Quest Rare Minerals Ltd.

TSX: QRM

$2.23

$133.34

$1.75

Strong Buy
Euro Pacific Canada

$12.00

Rara Terra Minerals Corp.

TSXV: RTX

$0.10

$1.6

$0.08

-

-

Rare Element Resources Ltd.

TSX: RES

$5.83

$251.79

$3.16

Speculative Buy
Byron Capital Markets Ltd.

$18.75

Rare Element Resources Ltd.

AMEX: REE

USD$5.9

USD$261.0

USD$3.08

Speculative Buy
Byron Capital Markets Ltd.

$18.75

Stans Energy Corp.

TSXV: HRE

$0.61

$85.7

$0.52

-

-

Tantalus Rare Earth

FRA: TAE

EUR18.64

-

EUR15.80

-

-

Tasman Metals Ltd.

TSXV: TSM

$2.35

$100.9

$1.38

-

-

Texas Rare Earth Resources Corp

OTCQX: TRER

USD$1.01

USD$36.9

$0.80

-

-

TUC Resources Ltd.

ASX: TUC

AUD$0.17

$21.8

$0.130

-

-

U.S. Rare Earths, Inc.

OTCBB: UREE

USD$3.35

USD$66.4

USD$1.01

-

-

Ucore Rare Metals Inc.

TSXV: UCU

$0.385

$58.4

$0.335

-

-

 

*All funds CDN unless otherwise noted. Prices taken from Yahoo Finance & Google Finance 2012-04-15.


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This entry was posted in Rare Earth & Technology Metals Intel and tagged , , by Tracy Weslosky. Bookmark the permalink.
Tracy Weslosky

About Tracy Weslosky

Tracy Weslosky is the Publisher and Editor-in-Chief of InvestorIntel, a leading global investment intelligence source created for the innovative and entrepreneurial minded that represents over 50 publicly listed companies globally that are listed on InvestorIntel.com. Tracy is also the Founder & CEO for ProEdge Media Corp., an online publishing and media production company since 2001; and is the Managing Partner for 724 Capital Corp., a business consulting firm that currently represents U.S. Rare Earths, Inc. Previously she has owned a boutique Investment Banking firm for 7 years that was the basis for a business reality television series called, DealFlow. Aired around the world for 3 years on CNBC World, WealthTV and many other networks globally; Tracy is a speaker, writer and an entrepreneur.
  1. While not an RMB sponsor, and perhaps thereby excluded from your list, you have left out the big Kahuna, Molycorp.

  2. Gentlemen – many nice things have frequently been done for Molycorp over the years on RareMetalBlog and many members of their team visit our site. Please however, allow our sponsors — the ones that make RareMetalBlog a reality a moment in the sun. We could not do this without them, and of course; we genuinely appreciate our readers. Thank you. Tracy

  3. so really you left them out because they were not a sponsor? wow. That is so not good, Tracy. How can you claim to be an objective source for Rare Earth news but only cover people who pay you? I don’t like MCP any more than the next guy but it is really revealing that you said that. Do you base coverage on a sliding scale?

  4. Jake – We currently cover nearly 400 companies and this is a special piece about our sponsors. There are some amazing stories here. Thank you for your thoughts.

  5. Great summary and analysis! Makes me want to go out and place some coin down on more than a few of these companies. Thank you.

  6. Yes
    Tracy u have my support
    and as they say theres no free lunch
    PLUS I think Morgan give MOLY enough rope
    thanks

  7. If all goes as planned, each individual on earth will be the owner of at least one REE mine in the near future. And none will own MCP, wow! This writing is just part of a need that some writers feel to stroke Tracy for her unique contribution to this publication !!!
    Who is she anyway?

  8. Dear Aurelius 47.
    I am the Publisher, Founder and Sr. Editor of RareMetalBlog since January 2009 and it’s our RareMetalBlog sponsors which allow us to provide all of the news and media updates in a timely fashion for your reading pleasure. The misrepresentation of my position on Molycorp was initiated by Jake, and if you review my text is not based in fact as most of the Molycorp management teams are esteemed associates of mine.
    At all times, both myself and our amazing editorial team — always utilizie positive angles to communicate our ideas. I am also the Founder and sit on the Advisory Board of REE World and lot’s of other “stuff”.
    The competitive edge of RareMetalBlog is our in depth knowledge in this sector, and we work with many leaders in this sector. I would like to take this opportuinity to thank all of the editorial contributors and some of the world’s most senior members for writing and participating on RareMetalBlog.
    But most of all — the RareMetalBlog sponsors, because this site would not exist without you.
    Thank you. Tracy

  9. I would like to graciously thank you S.E.E., Dr. Robert Olson and blackjack2010 for your support. If any of you know me, which I suspect you do; I imagine you are chuckling at the naysayers here today as they certainly do not appreciate what we do here.
    What disappoints me is that I am not hearing people clamoring onboard to debate which of these exciting stories are the best buys this week. Afterall, and as we certainly seem to understand — money does not grow in trees. And RareMetalBlog is for knowledgeable investors in this space that want to see their investments grow.
    I do.

  10. Tracy,
    I am not a naysayer at all. I am an investor in Great Western and follow the the sector and come to Rare Metal Blog for information on the sector. I appreciate what you do. However, what I have a problem with is that your coverage of the sector may be based on your sponsors. Maybe not all the time. But it certainly was this time. I am hoping that you cover the sector in an unbiased way. And this incident makes me question that. I am sorry if I offended you. I am sure that you need your sponsors and they make it possible for you to do what you do. Perhaps that is where the inherent conflict comes in then. Maybe you can’t be unbiased towards those of your sponsors or to cover those that don’t sponsor you.

  11. No offense intended, but presumably such a debate would consider the universe of non-sponsors and sponsors alike, and in particular, would debate the investment merits of Molycorp as well as RMB sponsors, since the debate would be for knowledgeable investors who want to see their investments grow, whether the companies they invest in are RMS sponsors or not.

  12. I’m an investor in Neo, which is neither a miner nor a sponsor, but it doesn’t bother me only the miners and sponsors are featured in this ONE post! I think this is all a tempest in a teapot, and commend Tracy for the work she does on RareMetalBlog. And BTW, this blog would probably not exist if it weren’t for the sponsors. We should be thanking them for their contribution or discussing them for their projects, not quarrelling over perceived slights in ONE post.
    All these companies are featured on RareMetalBlog at one point or another, including Moly.

  13. Tracy,
    Thank you for another prospective investor’s analysis of the REE field. I note that GWG and QRM are both listed as Strong Buy. I sold my QRM shares to buy Focus and Northern Graph, which have performed admirably over the past few months, because I just couldn’t find prospects for a big move with QRM. Maybe I missed something.
    Even the recent severe MM downpressure on GWG hasn’t given me so much as a twitch, as I am long, long on this company. I would love to see that $3.00 + SP
    I am similarly long and confident with Ucore, whose PEA will likely be a mind blower. The management at UCU has big plans, possibly new technology, and suitors in the offing. And their Bokan project is simply beyond the pale when it comes to insitu and extractable HREEs. Rated as a Speculative Buy, I think it is well below the merits of this company and mine prospects.

  14. Hey… come to think of it, why isn’t Molycorp participating on RareMetalBlog? Every other major player in this industry is and as an investor I’d like to see their presence here as well as what they have to offer as the industry’s leader. What’s up, Molycorp?

  15. SEARCH MINERALS
    OK so where is Search Minerals on your list? The REE region they discovered in Labrador, the Strange Lake property in jv with Quest, and the jv of Red Wine district with GW – in addition to high heavy REE counts, lots of insider buying, and no radioactivity – all within either 5 km of year round Labrador Highway or within 10 km of an existing year round deepwater port – make it an unsung story you should tell. Were they left out dimply because they are not a sponsor?

  16. Thank you for your commentary. We have analyst reports on both Molycorp and Search Minerals collected on our http://www.REEWorld.com library and follow both — and have written original features on both. If you go to http://www.RareMetalStock.com, you will see that we have nearly 400 companies that we are following. The above was intended to show what amazing buy opportunities currently exist…
    This process took us over half a dozen hours to compile…hence the list we developed. Thank you for coming to RareMetalBlog.

  17. @Aurelius47: there’s no need to play the person, Tracy does great work.
    I have been dissapointed by Molycorp fot some time now, because they aren’t doing what the said …but still Molycorp should have been on the list. It has the most capital by far and with Neo Material Technologies, there simply would not be a way around them. Let me remind everyone that they have the cash to buy themselves into the HREE-companies. Mountain Pass has a proven record…I believe the stockprice will go higher, a lot higher when the good news finally hits us, that is if it does of course.

  18. Thank you for your compliment on our RareMetalBlog team’s coverage Big J. I checked out your site, and respectfully; if you are going to send people from our site to yours…may I request a link and a recommendation to ours? Also, as for the best place for someone to learn about rare earths – check out http://REEHandook.com, this is the ultimate guide to rare earths and was written by James Hedrick. He is a senior and respected leader in our industry or if you want an amazing run down on how rare earths are used — we must recommend http://www.RareMetalApplications.com, written by the esteemed Ian London. Ian was and still is the original RareMetalBlog editor from the kick-off in January 2009.
    Thank you for reading.

  19. Lynas over weight??? Does anyone here know of any company outside the Nth American continent??? What the dickens. I love it when USA thinks they own the world>

  20. the only world of consequence be statistical. the probability that more than one percent of all pretendors be a successful investment.
    CAVEAT!

  21. we will be doing a Great Western feature tomorrow…and we are trying to line up an interview with Gary ASAP…thanks for caring about a great story.

  22. Tracy–
    I look forward to your feature on Great Western. Have you seen this from the Strategist? http://seekingalpha.com/article/502471-great-western-minerals-group-valuation-actually-is-great-part-i-of-iv It seems like people are finally waking up to the unique model that Great Western has been quietly putting into place. As an investor in GW, I am looking forward to seeing Gary’s vision finally up and running. And watching the lightbulb of recognition go off with Wall St. as to what they have been missing.

  23. Curious why Orbite Aluminae T.ORT is not listed as a REE/RM Co. here
    Jon Hykaway has been hard at it disputing their disruptive REE extraction process technology as flawed but as provided below, totally refuting all his claims puts the focus back on the fact that Orbite casts a luminious threat to most REE/RM explorers/near term producers….do your own DD
    From: Herbert Weissenbaeck [mailto:Herbert.Weissenbaeck@sms-siemag.at]
    Sent: April-17-12 6:36 PM
    To: jhykawy@byroncapitalmarkets.com
    Subject: Hydrothermal Acid Regeneration Technology
    Dear Mr. Hykawy,
    we have been contacted by our partner Orbite Aluminae from Montreal, Canada, who informed us about some report authored by yourself and your recent appearance at a BNN TV show.
    We trust, that you have carefully examined the credibility of your sources and the quality of the information, which led you to drawing the conclusions, that the SMS Siemag hydrothermal acid regeneration plant at ThyssenKrupp, Calvert, Alabama is:-
    (a) – not working
    (b) – being replaced by another plant supplied by Pittsburgh company ISSI
    (c) – violating environmental regulations
    (d) – consuming more energy than predicted
    However, conclusions (a), (b), (c) and (d) are wrong.
    (a) is wrong because the plant has repeatedly and successfully demonstrated a recovery efficiency of more than 99%, meeting the specified energy and utility consumption figures and yielding the specified product qualities.
    (b) is wrong because ISSI is not replacing the hydrothermal acid regeneration plant at ThyssenKrupp, Calvert.
    The hydrothermal acid regeneration plant remains in place and continues operation.
    (c) is wrong because we have never received any notice of permit violation from the EPA or from ADEM.
    We have no reason to assume, that the plant will not meet its emission targets.
    (d) is wrong because our detailed recordings show an energy consumption of less than 1500 kJ per liter of feed which is in line with Orbite’s assumptions.
    Restrictive Remarks and Clarifications:
    (1) Commissioning took longer than planned.
    This fact has had some expensive consequences for us, but such kind of delay is not entirely uncommon for a first-of-its-kind industrial implementation of a disruptive technology.
    The reasons for delay were not process-inherent but attributable to the insufficient mechanical availability of some poorly chosen process equipment with rather long lead times for suitable replacements – I assume, you get the difference. We are still working in close collaboration with our partners and sub vendors to continuously and gradually remedy those mechanical issues. Progress is good.
    (2) Commissioning is pursued further.
    We have not encountered any facts so far, which would indicate that the process is not viable or not feasible.
    Production results have been encouraging.
    The further ramp up of the plant is closely coordinated with ThyssenKrupp and depends on factors such as timely delivery of improved, re-designed components by our sub vendors, availability of waste acid, granting of engineering test runs by ADEM and the like.

    I hope that this information is helpful. Please cross-check with your sources.
    If I can be of any further assistance to you or if you encounter any (seemingly) contradictory information, please drop me a call at +43 / 664 / 454 21 20.
    Kind Regards
    Herbert Weissenbaeck

    SMS Siemag Process Technologies GmbH
    Herbert Weissenbaeck
    Managing Director
    Daffingerstrasse 4/4
    1030 Vienna
    Austria
    Phone: +43 1 698 57 38
    Fax: +43 1 698 57 44
    Mobile: +43 664 454 21 20

  24. Dear Shaker13;
    This is another company that we do indeed follow that is traditionally featured in the Top 25 market cap leaders on http://www.RareMetalStock.com.
    Thanks for reminding me of this company as it has been awhile since we have written a feature on ORBITE…
    Just finished Hastings Rare Metals (ASX: HAS) as they were up nearly 8% yesterday and just completed a Private Placement successfully. Will encourage one of our editors to do an updated on ORBITE, but let me add — journalists are hard to corner on ideas.
    Have a great one. Tracy

  25. Nice call, Tracy. Looks like the markets are bouncing back and we are seeing more Green on the RareMetal Stocks page today.

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