EDITOR: | April 10th, 2017 | 3 Comments

InvestorIntel Rare Earths Monthly – Part I

| April 10, 2017 | 3 Comments
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After a somewhat prolonged summer break from writing, it’s time to put the nose to the grindstone. And change is in the air. Over the next little while you are going to see three types of article from me. Firstly, I will still be reporting on the Rare Earths space, particularly now that things are starting to look up. Secondly, I will be writing as the Australian Editor of InvestorIntel on Australian resource companies. I will be looking at companies with active operations, those under development and those still in the early phases of exploration. I will be covering the sectors monitored by InvestorIntel but will also look at others. I will be framing the reviews on the Success Factor approach that I introduced in 2014 looking at rare earths development (Look Up for review). I am expecting that differentiation between peer group companies will be possible. And thirdly, I will be continuing in my “In Search of Excellence” as a separate article.

With my writings split into three distinct articles, better focus will be achieved, and you will be able to follow my thoughts in whichever category meets your needs.

So with that introduction done, it’s back to the news on rare earth prices.

I can see an uptick in prices occurring almost across the range, that’s good. Usually a lift in one “group” of rare earths has a negative impact on those other “groups” that are co-produced. So an across the range lift could be a sign that the whole technology metals sector is lifting together. A very good sign. Watch this space! Note however that dysprosium and yttrium are not following. I will discuss this later.

And for those of you who are followers of the share prices of REO companies, they are finally heading in the right direction as well. Which one(s) is best?

As part of the new format, I am going to list published information pieces from:

  • Companies in the rare earths space
  • China
  • Other Countries
  • Rare Earths related market research and commentary

And where it represents a shift in an REO-business fundamental or a significant development for the company I will provide commentary. As this is my first piece of 2017, I will cover the January – March 2017 quarter. Future articles will be monthly. Note that certain references will require registration or purchase (*).

Alkane Resources Ltd. (ASX: ALK | OTCQX: ANLKY) 

Date Source Title
3-Feb InvestorIntel Some gold sunshine after the rain
22-Feb Mining Journal Alkane set for defining year
5-Apr InvestorIntel Have you heard the Hafnium buzz?

InvestorIntel advertorial member

Arafura Resources Limited (ASX: ARU)

Date Source Title
4 Jan Proactive Investors Australia Arafura gets cash boost for neodymium project
22 Feb NT News $1.19 billion rare earths mine – step forward

InvestorIntel advertorial member

Hastings Technology Metals Ltd. (ASX: HAS)

Date Source Title
17 Jan Company Mailout Major Resource Upgrade at Yangibana neodymium Project
2 Feb Company Mailout Exploration Drillhole BHW04 hits widest high grade intersection, provides new target at Yangibana
11 Mar InvestorIntel Great Thaw of the Rare Earth Ice Age
20 Mar Company Mailout Beneficiation Piloting successfully completed
30 Mar Company Mailout Hastings Technology Metals Ltd – Future supplier of rare earths to permanent magnet industry

InvestorIntel advertorial member

Lynas Corporation (ASX: LYC | OTC: LYSDY)

Date Source Title
25-Jan InvestorIntel Lynas’s Record Results – A Return to Rare Earth Confidence?
25-Jan Industrial Minerals* Lynas revenue rises as rare earths prices edge up
25-Jan Creamer Media Lynas exceeds production guidance
16-Feb Money Morning Australia Why did Lynas Corporation’s share price take off this morning?
28-Feb The Australian Lynas narrows first-half loss
1-Mar Industrial Minerals* Lynas optimistic on NdPr price outlook

InvestorIntel advertorial member

Northern Minerals Limited (ASX: NTU)

Date Source Title
12 Jan Business News Chinese money starting to flow into Northern Minerals
3 Feb Business News Northern Minerals close to decision on heavy rare earths plant in WA
2 Mar InvestorIntel Northern Minerals ramping up to be the next heavy rare earth supplier outside of China
21 Mar Creamer Media’s Mining Weekly Northern Minerals to raise A$10m

InvestorIntel advertorial member

Peak Resources Ltd. (ASX: PEK)

Date Source Title
11 Jan InvestorIntel Peak Resources – Prime rare earth mover in 2017
18 Jan Proactive Investors UK In the News – Peak Resources, White Rock Minerals, Base Resources
21 Mar Creamer Media’s Mining Weekly Ngualla gets environmental nod

InvestorIntel advertorial member

Search Minerals Inc. (TSXV: SMY)

Date Source Title
10-Feb InvestorIntel The Search for North American rare earths
8-Mar Company Mailout Search Minerals produces high purity mixed rare earths oxide product from the pilot plant
22-Mar InvestorIntel Search Minerals – Survival of the Fittest in Rare Earths
25-Mar InvestorIntel Dr Dreisinger on extraction technologies for rare earths
5-Apr InvestorIntel North American rare earths race heats up with patent advantage

InvestorIntel advertorial member

Ucore Rare Metals Inc. (TSXV: UCU | OTCQX: UURAF)

Date Source Title
19-Jan InvestorIntel Comparing Capital and Operating Costs for MRT and Legacy Technologies in PGM Separations
1-Mar InvestorIntel The advantage of technology in the rare earth universe
13-Mar Company Mailout Ucore announces option to purchase IBC Advanced Technologies Inc
29-Mar Company Mailout Ucore testifies before US Senate Committee on Energy & Natural Resources
5-Apr InvestorIntel Jack Lifton Discusses MRT and Tailings Monetization

InvestorIntel advertorial member

Canada Rare Earth Corp. (TSXV: LL)

Date Source Title
23 Feb Marketwired Canada Rare Earth Corp: Significant progress in the permitting of the rare earth refinery
24 Mar Yahoo Finance Canada Rare Earth enters into a second set of hedged purchase and sale agreements

Non-InvestorIntel advertorial member

Commerce Resources Corp. (TSXV: CCE)

Date Source Title
31 Jan Resource Clips The Ashram Advantage
18 Feb Resource Clips Province of Quebec invests in Commerce Resources’ Ashram rare earths project
23 Feb Yahoo Finance Edging China out of rare earth dominance via Quebec’s Ashram rare earth deposit

Non-InvestorIntel advertorial member

Greenland Minerals & Energy Ltd. (ASX: GGG)

Date Source Title
13 Jan Herald Sun GGG prices firm on back of investors
26 Feb Mining Journal Kvanefjeld on the cusp
14 Mar Sputnik International Rare Earth Monster Mine fuels world’s largest Island’s dreams of independence

Non-InvestorIntel advertorial member

Matamec Explorations Inc. (TSXV: MAT)

Date Source Title
24 Mar Yahoo Finance Matamec provides an update on the Kipawa rare earths project

Non-InvestorIntel advertorial member

Mkango Resources (TSXV: MKA | LSE: MKA)

Date Source Title
7 Jan Mining Review Mkango Resources gets green light to collaborate with Noble Resources
2 Mar Proactive Investors UK Mkango upbeat on Malawi rare earth and uranium projects
21 Mar Proactive Investors UK Mkango signs 3-D magnets agreement with Metalysis

Non-InvestorIntel advertorial member

Mountain Pass (former Molycorp property)

Date Source Title
2 Feb The Wall Street Journal* California’s Mountain Pass mine to be auctioned in bankruptcy
8 Feb The Wall Street Journal* Russian-born billionaire makes play for US rare earths mine
3 Mar InvestorIntel Pala Investments eyes the US rare earths market

Non-InvestorIntel advertorial member

Pele Mountain Resources Inc. (TSXV: GEM)

Date Source Title
1 Feb Yahoo Finance Pele Mountain provides update on Eco Ridge
7 Feb Yahoo Finance Pele Mountain provides update on rare earth processing project in Elliot Lake

Non-InvestorIntel advertorial member

Rainbow Rare Earths (LON: RRE)

Date Source Title
16 Jan Telegraph.co.uk Rare Earth miner to list Burundi project on London Stock Exchange
25 Jan Proactive Investors UK Rainbow Rare Earths all set for standard list debut
28 Jan Interactive Investor Latest IPO is forgotten gem
31 Jan Mining.com New rare earth miner lists in London, raises $10 million for Burundi project
9 Mar MetalMiner Africa vies to be a rare earths player, create a rival for dominant China
23 Mar Mining Review Rainbow Rare Earths anticipates sales from Gakara rare earth project by year end

Non-InvestorIntel advertorial member

Rare Earth Minerals PLC (LON: REM)

Date Source Title
7 Jan Proactive Investors UK Rare Earth Minerals shares to “re-test 2016 highs
18 Jan Proactive Investors UK REM highlights new mineral resource estimate at Yangibana

Non-InvestorIntel advertorial member

Rare Earth Salts

Date Source Title
27 Jan Rareearthsalt.com Rare Earth Salts eliminate technology risks
10 Feb Rareearthsalt.com Rare Earth Salts signs five-year commercial agreement
3 Feb Yahoo Finance Rare Earth Salts announces industry veteran joins as Director of Business Development

Non-InvestorIntel advertorial member

Spectrum Rare Earths Limited (ASX: SPX)

Date Source Title
9 Mar Business Review Spectrum Rare Earths pushes higher 16.67%

Non-InvestorIntel advertorial member

Stans Energy Corp. (TSXV: HRE)

Date Source Title
28 Jan Mining.com UN Court won’t dismiss Stans Energy claims against Kyrgyz Republic

Non-InvestorIntel advertorial member

Texas Mineral Resources Corp. (OTCQX: TMRC)

Date Source Title
28 Mar MarketWatch Rare Metals Industry Veteran Jack Lifton joins Texas Mineral Resources advisory board

Non-InvestorIntel advertorial member

China

Date Source Title
3 Jan Mining.com China to become net importer of some Rare Earths
6 Jan Industrial Minerals* China rare earth prices stable for January; exports increase
14 Jan Global Times China’s largest rare earth firm expects profit plunge
17 Jan Industrial Minerals* China’s bid to replace toxic materials could be boon for rare earths
22 Mar New Security Beat As China begins adjusting for “True Cost” or Rare Earths, What does it mean for Decarbonisation?

Other Countries

Date Source Title
7 Jan InvestorIntel Russian government “unhappy” with rare earth supply for defense sector
21 Feb The Japan Times As demand increases for rare earth metals, deep sea mining gets second look
4 Mar Korea Times N. Korea stops rare earth metal exports to China
8 Mar Financial Times* Africa holds promise of rare earth riches
8 Mar Africa Intelligence* Rwanda: Government tends rare earths to attract Japanese companies
9 Mar Industrial Minerals* US bill seeks to re-establish local rare earths production

Market Research and Commentary

Date Source Title
4 Jan openPR* Rare Earth Elements Market – Global Industry Analysis 2023
5 Jan Patriarc* Europe Rare Earths Market 2016 Growth, Trends and Competitive landscape Outlook to 2021
11 Jan cHollywood News Portal* Global Rare Earth Metals Market
11 Jan Digital Journal* Global Cerium Market to record an impressive growth rate by 2021
11 Jan Argus Media* Argus Rare Earths Annual 2016
13 Jan Satellite PR News* Global Rare Earth metals market is anticipated to reach US$8.19 billion by the end of 2024
18 Jan Satellite PR News* Global Rare Earth Elements (REE) Market Share, Trend, Segmentation and Forecast to 2020
3 Feb InvestorIntel The US rare earth vulnerability and mammoth battery supply disconnect
4 Feb Fox News China’s secret Trump card: Could Beijing deprive our military of critical defense components?
7 Feb openPR* Global rare earth metals market to record an impressive growth USD 9.0 billion in 2020
8 Feb Industrial Minerals* Chinese light rare earths exports increase
9 Feb Satellite PR News* Good growth opportunities in rare earth metal markets 2016-2026
14 Feb openPR* Permanent rare earth magnets market – Offers valuable market forecasts & figures
15 Feb Seeking Alpha Four metals set to benefit from Trump vs China showdown
18 Feb Industrial Minerals A turning point for rare earths?
19 Feb Satellite PR News* Rare earth metals market to expand at 13.0% CAGR 2012-2018 driven by surging demand
25 Feb InvestorIntel The “real” impact of Trump on Technology Metals: Ecclestone vs Lifton
7 Mar openPR* Rare Earth Metals Market: Global Industry Key Manufacturers Analysis and Forecassts to 2021
March Adamas Intelligence* Rare Earth Market Outlook to 2025

Unfortunately, I have well and truly hit my article “word count allocation” for this article. I will provide commentary on fundamentals and companies reviewed in a separate article to be published shortly.


Steve Mackowski

Editor:

Mr Mackowski is a qualified engineer in mineral processing with over 30 years technical and operational experience in rare earths, uranium, industrial minerals, nickel, kaolin ... <Read more about Steve Mackowski>


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Comments

  • InvestorIntel Rare Earths Monthly – PT II

    […] Company news. (To access reference materials, return to “InvestorIntel Rare Earths Monthly – Part I”) […]

    April 10, 2017 - 12:18 PM

  • Kevin

    Steve,

    What is your opinion on Quest Rare Minerals and Avalon?

    April 11, 2017 - 2:02 PM

    • Steve Mackowski

      Kevin, sorry but my position has always been such that I do not comment on projects, I merely try to present and explain the facts in such a way that the interested party has the tools and understanding to make any decisions themselves. So is there a specific technical aspect of either project that you need help with?

      April 11, 2017 - 9:25 PM

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