Weslosky interviews Lifton on the rare earth processing and magnetic material advantage
August 6, 2014 — Molycorp (NYSE: MCP) announced at market close today their financial and operating results for the second quarter 2014. As such, I have decided to push out the discussion I had with Jack Lifton, Founding Principal of Technology Metals Research (TMR), LLC yesterday morning for publication this evening.
In our conversation we discuss his recent business trip to France, the mandatory processing plan-of-action required for a junior rare earth company to advance towards production; and the competitive advantage of rare earth companies that have magnet materials.
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Jack who has just returned from almost 2 weeks in France, starts by answering the question I really wanted to know, which was — what was he really doing there? Jack describes broadly the mission to tour two different companies that specialize in processing critical materials. His recent article Processing, not just Production, is the Key to Survival for a Rare Earth Junior was the 2nd most viewed article on InvestorIntel last week, so I asked him to provide his leaders’ list. This said, I will make you watch the video versus providing the normal shortcut in listing this for you for you to appreciate the subtleties in his position.
Additionally, Jack and I discuss bill HR 4883 and the efforts towards getting the U.S. government to build a central rare earth processing station.
There were numerous topics discussed, but Jack’s commentary on the lack of collegiality in the sector, and his redirection on why North America and Europe should be seeking their own source of rare earths is a compelling one – worth listening to. Jack’s comment about the industry events being more like “I spy, then networking events” included a challenge for me to host another event.
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Tracy Weslosky is the CEO of InvestorIntel Corp., a company formed to provide investor relations in 2001 that today now provides online media marketing, social ... <Read more about Tracy Weslosky>
Comments
Hi Tracy, really love your website. I know you interviewed Mr. Don Bubar of Avalon Rare Metals in the past. Perhaps, a new interview with Mr. Bubar would be really appreciated on updates of the Nechalacho mine and their other projects. Thank you, Tracy!!
Sorry, I meant Tracy, without the “e”. I know you hold Mr. Bubar in high regards. Thank you!
Excellent work Jack
Jack thank you, could you please comment on SKK, the South Africa government has given GWG the right to store their thorium back in their mine? They also have a JV with Steenkampskraal Thorium to take their thorium off their hands. It is very interesting whats going on here . http://www.thorium100.com/Thorium%20Refinery%20Plant.html
Jack,
The superior man always keeps abreast of the time and changes
with it. [Heng]
There is no higher qualification 🙂
Jack Lifton’s assessment on thorium is well thought out. Thorium storage seems to be the best option until it becomes an option as a source of energy with the increased production of specialized reactors to make use of it.
Yes and that’s why there is no 800 pound gorilla in SKK’s back yard, GWG has taken care of their thorium and its not a problem.
GW. Just don’t hear a peep about them anymore
Qrm either
I don’t know if either one will ever get financing
Someday I hope quest does. It’s a huge deposit
Anyone have any insight on either one of these
Also have tas and ucore. Feel more confident in thoughs
I like QRM too. But their previous name was Quest Uranium I believe. It has a great deposit. Hope it gets completed.
Dear Readers and II Participants,
Thank you for your feedback. Yes, we deleted a conversation thread here and just wanted to thank the positive commentators that had the wisdom and professional experience to understand why. Thank you for your feedback @InvestorIntel. And you can always email me at Tracy@InvestorIntel.com.
At least we have Yahoo aye Swiffer?
I don’t really see GW getting in market quicker than ucore
I just don’t see them getting the $$$$
Alaska is behind ucore. Feds may be too
Getting to market quicker doesn’t mean better
Look at mcp and lynas
I don’t see GW getting to market at all.
there is no reference in my discussion to GWMG in this interview — so let’s please stay on topic. Thanks in part to your comments however Zac, I have left a message for Mr. Marc Levier.
I would ask him if litigation the RSA is in any way tying up the mine plan and what if anything is set for trial.
We need more people like Jack in industry.
Critical thinker, technology enthusiast and well informed.