EDITOR: | November 3rd, 2015 | 7 Comments

Lifton on how the market has chosen the survivors

| November 03, 2015 | 7 Comments
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November 3, 2015 — In a special InvestorIntel interview, Publisher Tracy Weslosky speaks with Jack Lifton, Sr. Editor for InvestorIntel about the recent Technology Metals Market Summit held in Toronto on Wednesday, October 14th and the highlights of the event. He starts with discussing the innovative processing panel, which he recently described as the “most interesting one he has ever seen” that had representatives from seven different companies representing their various technologies. Jack then goes on to discuss how “the Lynas story is getting better every day” and why Amanda Lacaze had a message for the industry we would all benefit from hearing.

To access the complete interview, click here


Tracy Weslosky

Editor:

Tracy Weslosky is the Founder and CEO of InvestorIntel Corp., a company that publishes InvestorIntel.com. A leading e-news source for investors, entrepreneurs and industry leaders ... <Read more about Tracy Weslosky>


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Comments

  • Asher Berube

    Jack, Thank you for your insights, interesting things going on in the rare earth industry right now.

    November 4, 2015 - 10:35 AM

  • Michael Schuss

    Glad to see some of these new technologies work. Specialty metals took a bad rap on black box technologies used by promoters who have faded away

    November 5, 2015 - 11:00 AM

  • ben

    What kind of “cheerleader” interview is this? “Jack you have been fantastic here, Jack, you have fantasic there”. One question to Tracy: has Jack made stock-owners happy in the last couple of years? I don’t think so.

    Jack has been wrong on almost everything he has ever said. Years ago, he proposed to heavily invest into Moly, as according to him it was the only “game in town”. His involvement inTexas Rare Earth led to…well you can research the stock price for yourself. The highly regarded Tasman is almost backrupt. Jack knows why Lynas went up. Funny that not even Lynas knows why. As for these alternative technologies Jack is talking about: I actually heard in Singapore that they don’t work and even if they did, it’s difficult to make them economic.

    December 7, 2015 - 3:05 PM

  • Tracy Weslosky

    Ben – I stand behind the fact that Jack Lifton is one of the top global experts on rare earths. This said, no one I know agrees with Jack on everything…that’s part of what makes Jack great, is that he really doesn’t care if you or I agree with him.

    Now does he know how to pick stock? To my knowledge, he does not nor has he ever recommended stocks. What he has done, is cited companies he likes for a long list of reasons because of his interest in sustainability and because this is what he does for a living. Again, he is interested in technology metals — not the stock market.

    Now don’t be spreading rumors…I have an interview with Mark Saxon of Tasman on Wednesday and you will have an InvestorIntel update in the next week. Have a great evening and check out his new interview — Lifton on Chinese illegal rare earths and the impact of the IMF yuan ruling http://bit.ly/1OQhIim

    December 7, 2015 - 4:43 PM

  • JACK LIFTON

    Tracy,

    Ben has one thing right. I remember being bullish on Molycorp in the early 1980s.

    Jack

    December 7, 2015 - 5:48 PM

  • Tim Ainsworth

    In all fairness Jack has called Mt Pass pretty spot on in the six years I’ve been following. One particular piece is burnt into the back of my brain where Jack commented on the inherent difficulties of scaling up these plants, Mt Pass & LAMP, well beyond anything the Chinese had attempted at the time.

    How spot on was that call?

    BTW, Jack’s comment prompted a Q to Nick Curtis at the next Lynas QR, his response was LAMP all Chinese tech, “no worries, mate”. Just a shame they didn’t design the mechanical components around Mt Weld concentrate!

    Having said that I can find plenty to disagree with on the emerging shape of end markets and the resources best positioned to match it. Maybe the investment market is just now catching on.

    December 7, 2015 - 7:20 PM

  • Jeff Thompson

    Ben,
    Jack does an admirable job giving his analysis of the industry and it is up to each one of us to do our own due diligence research on the opinions that any of the authors gives for individual companies. Sometimes even when the analysis is accurate and thorough it later gets trumped by larger macroeconomic events going on that virtually no one can predict. Our profits and our losses are our own responsibilities and it should always be a warning sign if you find yourself relying on a single source of information for an important decision, in any walk of life. Just like when the doctor tells you you need surgery and you go get a second and third opinion.
    Jeff Thompson

    December 7, 2015 - 11:14 PM

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