EDITOR: | August 6th, 2014 | 19 Comments

Weslosky interviews Lifton on the rare earth processing and magnetic material advantage

| August 06, 2014 | 19 Comments

Lifton-Jack-1August 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.

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.

Disclaimer: Everyone who writes and posts on InvestorIntel disclose their clients in the biography sections underneath their posts. Mine may be accessed below, and Jack Lifton’s may be accessed by clicking here

Tracy Weslosky


An accomplished entrepreneur Tracy Weslosky is the CEO for InvestorIntel Corp., a company that publishes InvestorIntel.com, a trusted source of online market information for investors ... <Read more about Tracy Weslosky>

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  • Dean

    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!!

    August 7, 2014 - 12:13 AM

    • Dean

      Sorry, I meant Tracy, without the “e”. I know you hold Mr. Bubar in high regards. Thank you!

      August 7, 2014 - 12:46 AM

  • Bill Keenes

    Excellent work Jack

    August 7, 2014 - 7:00 AM

  • motherearth

    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

    August 7, 2014 - 8:42 AM

  • hiwayman


    The superior man always keeps abreast of the time and changes
    with it. [Heng]

    There is no higher qualification 🙂

    August 7, 2014 - 9:16 AM

  • Asher Berube

    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.

    August 7, 2014 - 11:19 AM

    • motherearth

      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.

      August 7, 2014 - 11:28 AM

  • Joe o

    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

    August 7, 2014 - 12:00 PM

    • Jim

      I like QRM too. But their previous name was Quest Uranium I believe. It has a great deposit. Hope it gets completed.

      August 7, 2014 - 9:13 PM

  • Tracy Weslosky

    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.

    August 8, 2014 - 12:48 PM

    • hackenzac

      At least we have Yahoo aye Swiffer?

      August 8, 2014 - 12:55 PM

  • Joe o

    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

    August 8, 2014 - 1:57 PM

    • hackenzac

      I don’t see GW getting to market at all.

      August 8, 2014 - 2:07 PM

      • Tracy Weslosky

        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.

        August 10, 2014 - 6:44 AM

        • hackenzac

          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.

          August 10, 2014 - 12:29 PM

  • DD

    We need more people like Jack in industry.
    Critical thinker, technology enthusiast and well informed.

    August 9, 2014 - 8:42 PM

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