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Strategies & Market Trends : Beat The Street With SI Traders

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To: riversides who wrote (32759)	3/14/2010 8:42:16 PM
From: E. Charters	Read Replies (1) of 233807

I was at the rare earth sessions at PDAC. There seems to be a strong case for integrated companies to do business in RE's successfully as the price structures firm and demand increases with a real wane in western supply. A real need for the products if we don't go back into the stone age. Which is always a real possibility I guess. Our choice. Naturally Bharti et al has a marketing company, planning to do price and supply stabilization. Price fixing anyone? I guess if you area producer, a bit of fixing would be a good thing. I wonder if it is possible to corral all those customers with offtake agreements and be a quiet acceptable financiers. A lot of hungry miners may go for it. EC<:-}

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