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Gold/Mining/Energy : The Molybdenum Discussion Board -- Ignore unavailable to you. Want to Upgrade?

To: hypeman01 who wrote (3222)	10/2/2008 1:24:27 PM
From: hank2010	Read Replies (1) \| Respond to of 3267

Moly prices look good going forward! The new MOLY2008 report will be available for UPS shipping Monday September 29, 2008. Liberty, MO - MOLY2008 contains a full supply/demand analysis, including a complete treatment of the recycling side. Plus it includes an update on two dozen end use markets for molybdenum, as well as the latest developments in stainless- and ultra high-strength steels. Information is current as of September 2008. MOLY2008 is unique in part because it fully addresses the recycled side. Other reports ignore recycling or talk only about recycled catalysts. The recycled contribution is much greater than just recycled catalysts. Correct assessment of the size of the current market – which is north of a halfbillion pounds – defines a higher demand level in the future, regardless of the projected growth rate that you use. Recycled material will cover a percentage, but because it is a percentage, the absolute tonnage required from the miner will be greater than in any forecast that excludes the recycled component. Plus, the recycled contribution could decline, transferring an even greater demand to the miner. Call it the “scrap time bomb.” The molybdenum price got where it is today because the future market was chronically underreported, and resource developers were denied opportunities. Conventional supply/demand forecasts will continue that unfortunate tradition. This report shows a greater resource development opportunity, even assuming conservative future demand growth rates. 160 pages USD 6,500 USD 5,000 for existing subscribers to the daily Molybdenum News Service marketfriendly, inc. research@marketfriendly.com 816-665-5577