InvestorIntel Week-in-Review: Technology Metal leaders join 3D consumer printing tidal wave
In Vancouver for the Cambridge Resource Conference at the beginning of last week, I must confess — the business environment offered some rather exceptionally strong contrasts in audience receptivity. After hearing a line-up of confessions on how some of the numerous exploration plays were barely surviving and in clearly picking up on the odor commonly referred to as ‘nervous energy’ or ‘fear’, I was also met with genuine ‘optimism’ and even ‘trust’ from some very innovative leaders and entrepreneurs in Vancouver, such as the 3D consumer printing company Tinkerine.
My favorite update at the show was from Matamec Exploration’s CEO Andre Gauthier who discussed their progress since completing the first NI 43-101 feasibility report for a heavy rare earth project outside of China in 2013 and their most recent ‘positive developments’ made on some of their gold properties. Hearing a team that is both positive and articulate on not only what they have accomplished but the benchmarks they intend on achieving for 2014 is what this market needs to hear more of.
Kicking off the week and speaking of 3D printing, Lomiko Metals OTCQX: LMRMF was up +31.55% and TSXV: LMR up +20% on news put out on the 20th that: “Graphene 3D Lab has reached a significant milestone by filing a provisional patent application for the use of graphene-enhanced material, along with other materials, in 3D Printing (Additive Manufacturing).” Simply put, 3D printing is changing the world as we know – and you cannot do this without technology metals. Another player that has an interest in graphene through Grafoid Inc. is Focus Graphite. Focus was in good spirits at the conference and the market responded positively as they moved up TSXV: FMS +21.74% and OTCQX: FCSMF +16.55% respectively.
Speaking of technology metals, heavy rare earth player Stans Energy moved aggressively up TSXV: HRE +28.57% with no news other than an update on the status of a management cease trade order on Friday.
Another heavy rare earth player GeoMega Resources was up TSXV: GMA +19.57% again last week on their news release GeoMegA Drills 830 ppm Dysprosium Oxide at Montviel. Correct me if I am wrong, but GeoMega just recently rose a sizable +118% earlier this month after their announcement of a ‘major technological breakthrough’ on the development of a new REE (rare earth element) separation technique on the 15th.
Also on ‘heavies’, whispers from Capitol Hill on more critical mineral hearings this week, my inbox was hit hard with various perspectives. This said, I though Jim Kennedy summed it up best when he nailed the issue with: “The total economic value of the entire rare earth market is only about $3 billion (mines to metals). The big money is in the value adding and that is what China is after. Through its monopoly China now controls the future of nearly $5 trillion in rare earth dependent, value added goods and services.”
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If the hearings fares well and with associated positive media coverage, one has to consider that heavy rare earth player Ucore Rare Metals that was up OTCQX: UURAF +15.48% and TSXV: UCU +10.87% last week will fare well. And yes, we will be discussing at length the other players in the U.S. in consequent coverage this week.
To wrap up the week-in-review for Technology Metals, Australian rare earth players Hastings Rare Metals up ASX: HAS +10.91%, Arafura Resources ASX: ARU up +10.23% and Northern Minerals also up ASX: NTU+5.41% — all on no news. This said graphite rising star Triton Minerals ASX: TON up +9.09% on the announcement of a high grade discovery at Nicanda Hill on the 22nd.
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Overall, the InvestorIntel Technology Metal clients were up +4.46% and the REE Leaders Index was flat for the week at 305 points. The REE Leaders Index information graphs are on InvestorIntelReport.
With regards to InvestorIntel Agribusiness, our members were flat, down -0.79%; with 2 marked exceptions: IC Potash was up OTCQX: ICPTF +7.63% and TSX: ICP +6.90% — and Allana Potash was up TSX: AAA +5.75% and OTCQX: ALLRF +5.73%.
InvestorIntel Gold & Precious Metal members were down -5.80% with no exceptions, Cleantech was flat, Uranium & Nuclear Energy was almost flat – down -0.47%, and our Oil & Gas members down -3.39%.
Top 10 InvestorIntel viewed stories from January 2014:
- “2014 — a great year for rare earth prices.” – Tracy Weslosky
- Jack Lifton refutes WSJ article: ‘How the Great Rare-Earth Metals Crisis Vanished’ – Jack Lifton
- Jack Lifton’s Analysis and Forecast for the Rare Earth Sector in 2014 – Jack Lifton
- Arrest of Former Director is Good News for Great Western Minerals – Alessandro Bruno
- Lithium-ion battery demand to soar: Good news for lithium, great news for graphite – Robin Bromby
- China’s Graphene industry set to skyrocket in 2014 – Hongpo Shen
- Relax REE, graphite, potash and uranium followers: JP Morgan says the super-cycle has a way to run – Robin Bromby
- Chinese poised to control Cannabis market – Dr. Luc Duchesne
- China currently has severe overcapacity and oversupply in the domestic rare earth market – Hongpo Shen
- The West is sleepwalking on critical minerals – Robin Bromby
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An accomplished entrepreneur and corporate finance professional, Tracy Weslosky is the CEO for InvestorIntel Corp. and the VP of Business Development for Bellotti Capital Partners ... <Read more about Tracy Weslosky>