ThinkstockOver the past five days, shares of three companies focused on rare earth mineral production have climbed more than 10% while the S&P 500 has managed to stay barely better than flat.…
Paul Ausick July 1, 2013: U.S. equity markets opened higher this morning after a blast of economic data from both Asia and Europe. In China, June manufacturing PMI slid lower. Japan’s economics minister said…
ThinkstockTo call Molycorp Inc. (NYSE: MCP) a battered stock or a controversial stock would be the understatement of the year. This is supposed to be America’s only answer to the rare earth…
Jon C. Ogg ThinkstockOnce an investor’s darling, Molycorp Inc. (NYSE: MCP) has not aged well. The rare earths miner’s shares hit a post-IPO high of around $75 a share in April 2011, but the decline…
Paul Ausick They say that there is an exchange traded fund for just about every investment strategy out there. So how about a “pure gun” ETF? There are aerospace and defense ETFs, but not…
China’s ministry of commerce raised its rare earth minerals export quotas for 2012 to nearly 31,000 tons yesterday, up from just over the previous limit of just over 30,000 tons. The increase…
Paul Ausick The current slump in prices for rare earth minerals despite a Chinese curb on exports could turn around in a couple of years if the Chinese succeed in developing their own downstream…
Paul Ausick Rare earths miner Avalon Rare Metals Inc. (NYSEMKT: AVL) today reported the results of a resource estimate for its Nechalacho Deposit in Canada’s Northwest Territories. The report shows a Measured Mineral Resource…
Paul Ausick Rare earth minerals miner Molycorp Inc. (NYSE: MCP) held its IPO just less than two years ago, in late July 2010, at an offering price of $14/share, below the anticipated range of…
Given the relative scarcity and high cost of rare earth minerals, it’s only natural that companies that currently depend on the stuff would search for substitutes. And if anything is going permanently…
In March the US, the European Union, and Japan filed complaints with the World Trade Organization (WTO) accusing China of violating free trade rules by limiting exports of rare earth minerals which…
Paul Ausick Molycorp Inc. (NYSE: MCP) is nothing short of an odd stock in an even more odd industry. Most investors and most in the public might not even understand what rare earth elements…
Jon C. Ogg The trend from rare earth moves usually seems to be like a China-regulatory move, but that is not the case today. We have an emerging player which has delayed a feasibility study…
Jon C. Ogg Word of a case being filed at the World Trade Organization is going to have rare earths back in focus. The Obama administration is set to be bringing a case against China…
Jon C. Ogg After the markets closed yesterday, rare earths miner Molycorp Inc. (NYSE: MCP) announced that it had agreed to acquire Toronto-listed Neo Materials Technologies Inc. for CDN$1.3 billion, or about CDN$11.30/share, a 40%…
Paul Ausick 