EDITOR: | May 19th, 2015 | 2 Comments

Will China overshadow Elon?

| May 19, 2015 | 2 Comments

chinesische-mauerInvestorIntelReport (May 8-15, 2015): The numbers for this week are better than last, but shakeups seem to be afoot. After April being “the best time to invest in rare earths,” as Jack Lifton said, the numbers for the first week of May were nearly even, down .7%.  This was good though, since there weren’t major corrections after April’s average of 12% up. This week things are up 8.52% for InvestorIntel members, with rare earths doing well in percentages, but in dollar amounts aside from the number one, Alkane, the only other Technology Metal company in the top five was in graphite. Amongst our members, oil, biotech, and clean water companies were doing better numbers than the miners last week. That may have been because of the news out of China.

The big news last week was that China plans to consolidate 6 rare earth companies. That was reported Thursday, and so the news might not have affected stocks that much last week, but it will be interesting to see if Technology Metals continue with the percentages in the wake of that news. The Chinese news will mean that they will continue a strangle hold on the tech-metals industry, even after the end of export quotas May 1st. In any other country the consolidating of 6 large companies would take forever and be a logistical decathlon. But in the centralized system of China, this could happen and would make 6 giants into one massive operation that would be more than hard to compete with. And yet Technology Metals stocks are up on the strength of good reports and the fact that Chinese companies are looking for rare earths outside of China.

Percentage Gainers:

The major gainers for last week are different in terms of percentage and actual dollar amounts. Only oil sand company American Sands Energy Corp. (OTCQB: AMSE), made the top five of both. They were number two in percentage, up 37.1%, going from $0.31 to $0.425, a gain of $0.115, making them the fourth highest gainer in dollar amounts.

Number one in percentage was Search Minerals Inc. (TSXV: SMY), who were up 100%, from $0.05 to $0.10. At third was Critical Elements Corp. (TSXV: CRE | OTCQX: CRECF), who were up 36.55% on the OTCQX, and 24.32% on the TSXV. Number four was Frontier Rare Earths Ltd. (TSXV: FRO | OTCQX: FREFF), who were up 36.49% on the OTCQX, and 28% on the TSXV. At number five was gold and silver miner Homestake Resources Corp.(TSXV: HSR), who were up 33.3%, but only up $0.005, going from $0.015 to $0.02.

Dollar Amount Gainers:

In dollar amounts, number one was multi-commodity miner Alkane Resources Ltd. (OTCQX: ALKY | ASX: ALK), who were up $0.36, or 17.48%, on the OTCQX, but only 1.72% on the ASX, up $0.05 AUD. Number two was Zenyatta Ventures Ltd. (TSXV: ZEN | OTCQX: ZENYF), who have had interesting news about their graphite deposit lately. They were up $0.33, on the TSXV at 15.21%, and $0.284 on the OTCQX, for a gain of 15.9%.

At number three was water filtration and desalination company H2O Innovations Inc. (TSXV: HEO | OTCQX: HEOFF), who won a desalination award at the Global Water Summit in Athens on April 28th, were up $0.16 on the TSXV, and $0.11 on the OTCQX. Number four was the afore mentioned American Sands, who were up $0.115 US on the OTCQB. At number five was biotech company Theralase Technologies Inc. (TSXV: TLT), who have some excellent news recently regarding their anti-cancer treatments with non-invasive lasers and photodynamic compounds. They were up $0.085, or 30.36%.

Most Read Stories:

The 5 most read stories last week were all written by different authors, but 3 out of 5 were graphite articles. Prior to the Chinese announcement, the news last week was about Elon Musk, and Tesla’s plans to put batteries in homes. This made last week’s report, written by me, the most read story because it referenced the battery story being good for graphite companies like Zenyatta, and it included the numbers that our members and you readers/investors want to know about yourselves. Number two and four were Technology Metals articles, but the story about China consolidating companies was number 4, yet it was only published late thursday. It was only up for one business day, and it still made the top 5. That goes to show how much of a shakeup the news coming out of China has been. It will be curious to see if Jack Lifton’s prediction about April was truly prescient. April’s numbers were phenomenal; May’s have been decent, but what happens with the rest of the month will depend, as always, on the news coming out of China.

  1. Musk’s battery drives May market ZEN – Chris Donaghue
  2. Molecular Recognition Technology: Clean Chemistry Applied to 21st Century Rare Earth Separation – Dr. Reed M. Izatt
  3. Tesla Motors’ Powerwall battery permits home energy arbitrage: democratization of energy – Dr. Luc Duchesne
  4. China’s six major rare earth companies prepare for reorganization – Hongpo Shen
  5. Making Graphene: A brief look at the state of the art – Dr. Adrian Nixon
  6. Lifton on Rare Element Resources leading technical team – Jack Lifton
  7. Tantalus reaches another milestone with another rare earth offtake agreement – Jack Lifton
  8. Chinese rare earth tax numbers are in – Hongpo Shen
  9. Russia to end imports of rare earths by 2020 – Eugene Gerden
  10. New trading house enters the technology metals market sector – Christopher Ecclestone
  11. Regulators should be coming round the Copper Mountain – Peter Clausi
  12. The Lithium Connection: Why Europe eyes South America – Robin Bromby
  13. Frontier Rare Earths positioned to be the next major REE producer outside of China? – Chris Donaghue
  14. China is looking everywhere for rare earths outside of China? – Chris Donaghue
  15. Largo – Out of the Woods in its Financing Needs – Christopher Ecclestone

Tracy says this week’s report is complimentary, for all you non-members….and adds “don’t get used to it…” – click here to become a member


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