MP Systems Corp. (formerly Molycorp) Message Board

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Gold/Mining/Energy : MP Systems Corp. (formerly Molycorp)

MCP 30,550

-6.9%

Nov 5 4:00 PM EST

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From: sense	8/8/2012 4:12:08 PM
	Read Replies (1) of 111

Well worth watching the implosion occurring at MCP now... I think it's going to be going lower, still... MCP now back down to the IPO price and heading lower... because they're struggling with the debt load they've taken on... and apparently having a really hard time "splainin" stuff in relation to the debt versus the capex requirements... And, I still think that their plans make VASTLY more sense than those of competitors... making it worth watching them for a trading opportunity in the next couple of months... REE's still "hot"... only in the sense that the market demand is still there, still growing... and China is still working on throttling back the illicit artisanal scale production... but, prices have cooled, as you'd expect with additional sources coming to market... REE demand growth still looking nothing at all like the pace in growth that is and will be sustained in niobium over the next couple of decades... doubling, soon, then doubling again, etc. Many in the market still not coming to grips with the fact that the growth curves that ARE occurring predictably enough in niobium... require that we discover and develop another CBMM equivalent capacity every five to seven years or so... ? Of course, that's just not going to happen... and we're still really early on the niobium adoption curve... ? I'd rather be in the niobium space than REE right now... but, still, you can't easily look away from a train wreck that is unfolding right in front of you... ? Anyone got price predictions / timing inputs on when to look for a bottom ?

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