Yearly Archives: 2015

Canadian Government Supports Chinese Partnership on Rare Earth Processing in Ontario

Canadian Government Supports Chinese Partnership on Rare Earth Processing in Ontario
The rare earth sector is reawakening as China looks to develop a foreign rare earth supply. The Chinese markets are soaring and so is demand for magnet rare earth materials which is jumping in price. China may be going from a slowdown in their economy to a speed up. China's stock markets are soaring under the new government. Rare earths are a critical part of the Chinese economy and now they are taking a major step in looking to advance rare earth supplies outside of China especially in North America. The Chinese have seen the exponential increase in demand of these magnet materials especially in clean energy and want to benefit over the next generation by expanding their rare earth processing capabilities worldwide. For many years I alerted my readers to the possibility that even the Chinese may look to invest in rare earths outside of China.
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Where Is Tesla Going To Get The Lithium and Graphite for The “Gigafactory”?

Where Is Tesla Going To Get The Lithium and Graphite for The “Gigafactory”?
Lithium Ion batteries aren't just for cars and mobile computing. For months, I highlighted the growing use of lithium-ion batteries for energy storage solutions. Tesla Motors (TSLA) known for making top notch electric cars is making a major move into building battery systems aimed at residences, commercial buildings and for power companies.These batteries could provide the answer for intermittent energy sources like sun or wind which is dependent on the weather. Solar or wind is great but what happens when the sun goes down or the wind isn't blowing. Tesla believes they can provide the solution through rechargeable lithium ion batteries that can be placed in homes or businesses storing energy and providing stability for intermittent renewable sources. Tesla has spent millions of dollars in battery research for their electric cars, now management believes that they can use that technology outside of the automobile sector. So where does the real opportunity lie? The real question is where will the raw material needed for these Tesla batteries come from? Does Tesla have any off-take arrangements yet?
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Bought Deal Financings, M&A and Insider Buying Forecasting Mining Bottom

Bought Deal Financings, M&A and Insider Buying Forecasting Mining Bottom
Continue to watch the Athabasca Basin and this world class management team who has continued to reward loyal long term shareholders with premium buyouts. The management team just closed a $20+ million CAD bought deal financing showing that interest is still alive for uranium exploration. Additionally, another mining stock may be on the verge of a breakout at $.30 as they recently announced an update on the Feasibility Study and exploration program. It should be an exciting year as around $4 million is dedicated just to exploration. This is a lot for a small junior with a miniscule market cap under $15 million. Its been in a four year downtrend but that may be ending. Finally, this Nevada gold developer raised $11.5 million despite the depressed junior gold market. They are backed by some deep pocketed shareholders. Over 21 million shares of insider buying has occurred over the past six months. Recently on April 10th, 2015 one of the directors acquired over 7.69 million shares.
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Emerging Economies Building Next Generation Nuclear Reactors For the 21st Century at Record Pace

Emerging Economies Building Next Generation Nuclear Reactors For the 21st Century at Record Pace
Uranium prices have climbed by roughly 35% since last summer. The weekly price of uranium stood at $38.85 a pound as of Monday, compared with $28 as of June 23, according to data from nuclear-fuel consultancy Ux Consulting Company LLC... Indeed, the world seems to be warming back up to the use of nuclear energy. Japan was using 50-year-old reactors while China, India and Russia are building next generation nuclear reactors, which are much safer than the first generation dinosaurs of the past.
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Alamos/Aurico Billion Dollar Merger Shines Light On Canadian Small Cap Junior Gold Miner Breaking Out

Alamos/Aurico Billion Dollar Merger Shines Light On Canadian Small Cap Junior Gold Miner Breaking Out
For several months I have indicated to my readers not to abandon the junior gold mining sector and to actually observe the pickup in Mergers and Acquisition activity that the bear market bottom may be near. I’ve seen M&A turn around the sector before. It was in early 2009 when I found New (NGD)Gold for subscribers after it merged with Metallica and Western Goldfields around $2. The stock ran to $14 in 2011. See the chart back from 2009. Observe all of the M&A activity in recent months including Cayden, Soltoro, Probe, Paramount and now this week Aurico (AUQ) and Alamos (AGI) agree to a $1.5 billion merger. This could be sign of the bottom. Alamos has a lot of cash but little resource growth. I’ve talked about Aurico for months now and met with management at PDAC. Aurico has one of the best technical teams in the business with large scale production growth in Canada. Aurico has some great development properties in Canada including one of the largest, high grade and open pit gold development projects in Manitoba which they joint ventured in November 2014. The Lynn Lake Project is partnered with small cap junior gold miner.
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Six Junior Gold Miners Ready To Outperform In 2nd Quarter

Six Junior Gold Miners Ready To Outperform In 2nd Quarter
For weeks I have been telling subscribers that I have been waiting for a bullish reversal on volume to enter the precious metals market. That time may have come on March 18th when I sent out a report to my premium subscribers that gold turned bullish as The Fed was much more cautious about raising interest rates than the market expected due to the weakening of the overall global economy. This is the chart I sent them indicating gold was due for a major bounce and strong follow through accumulation.
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Are You Ready For The US Lithium Ion Battery Boom?

espite gold correcting, major investment interest increases for the lithium ion battery market which is growing at a breathtaking pace. Demand could double over the next decade as the US is now developing a lithium battery supply chain which could emerge over the coming years.
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Deal with Chinese Rare Earth Giant Sends Junior Soaring on Record Volume

Deal with Chinese Rare Earth Giant Sends Junior Soaring on Record Volume
For years, I have told my readers about Elliot Lake and its ideal location for rare earth mining and processing since it had a history of mining these radioactive materials. However, as rare earth and uranium prices corrected the asset struggled to stay economically attractive. The price traded below $.05 and was one of the stocks left for dead. This changed drastically this week as the share prices skyrocketed on record volume on a major deal with a large Chinese Rare Earth Company.
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