Yearly Archives: 2012

Are We On The Verge Of a Major Rally In Precious Metals and Natural Resources?

Are We On The Verge Of a Major Rally In Precious Metals and Natural Resources?
This recent correction in gold and silver from record highs has lasted several months. This base building process may be a sign of a more powerful move as many of the weak hands were shaken out. After the next round of QE, it may be too late to move into gold, silver, oil, copper and other tangibles. The geopolitical tensions in the Middle East could further drive up the prices in oil and precious metals. This may be some of the early signs of a flight into commodities and real assets such as rare earths, graphite and uranium.
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Standard Graphite Announces Excellent EM Results

Standard Graphite Announces Excellent EM Results
Chris Bogart, President and CEO states: "Standard is excited about this new acquisition and our excellent EM results. The project is now consolidated and the company is confident that this survey has greatly improved our ability to prioritize targets. We can now start the implementation of the next phase of work, a field reconnaissance program scheduled for April, 2012".
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Tasman Releases PEA Which Shows High Contribution Of Revenue From Dysprosium

Tasman Releases PEA Which Shows High Contribution Of Revenue From Dysprosium
ne of our core GST positions Tasman Metals just released a Preliminary Economic Assessment which shows the uniqueness of this project to supply the European Continent with an abundant supply of critical rare earths. The project has excellent infrastructure and a strategic location to supply North Sea Wind Farms and European Car Manufacturers with the critical metals at risk of a supply shortfall in the near term such as neodymium, dysprosium, terbium and yttrium.
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The Spark To Invoke The Spike In These Mining Sectors

The Spark To Invoke The Spike In These Mining Sectors
Gold and Silver is undergoing a retrenchment which some observers consider a bearish signal, but we consider a secondary buying opportunity. Notice in 2011, that base metals involved in industry were grossly underperforming gold. Should a spike occur in the Middle East all of these boats might rise in a tidal like move especially critical energy metals such as uranium and rare earths. Remember that the mills of our miners grind exceedingly slow and fine except when exogenous developments such as a surprise eruption in the Middle East.
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Isn’t Inflation Supposed To Be Bullish for Gold and Silver?

Isn’t Inflation Supposed To Be Bullish for Gold and Silver?
We have been witnessing a rotation from risk off treasuries and dollars into risk on oil, copper, US and European equities. Gold and silver may be overlooked for riskier assets which may have been more undervalued. This may be a short term phenomenon as gold and silver will catch up as they are the ultimate hedges against currency debasement...This may be the shakeout before a major move in precious metals.
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Gold and Silver Find Support At Long Term Uptrends, Significant Bargain In Miners

Gold and Silver Find Support At Long Term Uptrends, Significant Bargain In Miners
Gold is pulling back to long term support and is able to be purchased at a discount. Investors may be seeking riskier assets due to fears of inflation and higher interest rates. Right now industrial metals such as copper/ nickel, oil and blue chips are outperforming due to their value of being hedges against inflation and represent the riskier assets. Gold and silver which has in the past represented risk off is still in consolidation mode. Eventually investors will realize that the monetary metals can do well in both a deflationary risk off environment as well as an inflationary risk on environment and the trend will turn significantly higher as it has for the past decade. Gold is actually finding support and presenting a potential discount buying opportunity. It is important to accumulate when the public is disinterested. Right now, Pandora, Facebook and Apple are the current fads, while gold is being overlooked and placed on sale by Mr. Market.
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Look For Increased M&A Activity In Precious Metal, Uranium and Rare Earth Miners in 2012

Look For Increased M&A Activity In Precious Metal, Uranium and Rare Earth Miners in 2012
GST expects an industry consolidation and increased M&A in the miners in 2012. Note China continues to purchase undervalued gold miners such as Jaguar Mining. Rio Tinto has just outbid Cameco for the purchase of Hathor’s Roughrider Uranium Deposit. In the rare earth arena, The Koreans recently made a deal with Frontier Rare Earths and Japan’s Toyota finalized an agreement with Matamec, Molycorp acquired Neo Material...do not forget the historic Glencore-Xstrata deal.
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Are Gold, Silver, Rare Earths and Uranium Safe Havens As Banks Buy U.S. Debt At Record Pace?

There is a turbulent atmosphere pervading the world, wherein hard assets may be regarded as appropriate safe havens as banks are buying treasuries at a record pace. The uranium miners have been rallying as Rio Tinto entered the Athabasca Basin. The heavy rare earth miners are starting their breakout moves as well as Molycorp (MCP) announces the $1.3 billion dollar acquisition of Neo Materials.
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Rare Earth Investors: Molycorp, Neo Material Deal Could Spark Major Rally

Rare Earth Investors: Molycorp, Neo Material Deal Could Spark Major Rally
A significant development has arisen in the rare earth sector which is entering into a new global orbit. With one revolutionary move Molycorp (MCP) and Neo Materials Technologies (NEM.TO) makes a dramatic step into The European, Asia and North American regions. Gold Stock Trades is talking bread and butter here and not pie in the sky. For weeks we have called for a major move in the rare earth stocks and how demand is unstoppable. Well, today we are witnessing a major catalyst for the sector as it may be completing the bottoming process. Technical analysis reveal that the rare earth sector is bottoming as well as our other carefully chosen sectors. We have predicted for some time that the heavy rare earth assets with decent infrastructure and strong support would be the place to be. Today, that vision is beginning to be realized.
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