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Gold/Mining/Energy : Gold and Silver Juniors, Mid-tiers and Producers

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To: jackjc who wrote (25106)11/12/2006 11:50:12 PM
From: hank2010  Read Replies (1) of 78410
 
Good post, Jack. However, I disagree with one thing.

"The pure moly producers, as opposed to the Cu-moly Chile guys
which have cu which needs to be removed, have a premium product which the roasters desire.


My understanding (ironic as it seems) is that it is easier to get a pure moly product from the porphyries with cu/mo than it is from a "pure" mo porphyry. Got this info from head of a major lab whose competitor said he was the best moly man in the business.

Montana Resources Inc. in Butte have 10 x more copper than moly , and get a premium for their pure moly product.

Re shortage of roasters. I own BLE and one of the reasons is they now own a roaster. I am in BLE for the long term.
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