SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Houston Lake Mining [HLM-ASE] -- Ignore unavailable to you. Want to Upgrade?


To: Jason Marcotte who wrote (219)7/27/1999 8:00:00 PM
From: DRT  Read Replies (1) | Respond to of 364
 
Ah, looks like we have life on the thread. Good to see your continued support and interest in Tib Lake. I agree with your point as to the value of palladium... no doubt its the reason why many of us became shareholders.

I would like to expand on your point regarding the markets for rare metals. I can state it simply as follows:

Li - SQUI is a petalite equivalent, a discovery would require other metal production (niche market opportunities)

Cs - at current oil prices, deep-water offshore drilling is ready to mushroom as will the demand for Cabot's cesium formate and acetate (remember they have the only known deposit of any size - and that is relatively small in terms of tonnage + I doubt they would want any competing supply (if you know what I mean).

Ta - HC. Starck continues to buy from the U.S. defense stockpiles, vertical integration strategy of Cabot Corp. (also the world's largest user of Ta for electrical capacitors) is to secure supply, long-term contract prices with Sons of Gwalia will rise (currently U.S. $41/lb), etc.

Other secondary products could be Rb, Be, etc. You know the rest from previous posts.

Let's hope we see continued activity on both properties.

DRT