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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (40822)	12/27/2010 4:07:13 PM
From: E_K_S	Read Replies (2) \| Respond to of 78523

Hi Madharry - You always got to plant some seeds so you can harvest your crop in the Spring. What do you know about "Rare Earth Elements" (REE)? Discussed on NPR today. Used in Green Technology. Here is a summary from this article. MarketEye: Rare Earth Elements - not so rare, yet ttiinc.com From the article:"...China currently supplies more than 90% of all REEs. Total world demand in 2010 is estimated at 130,000 tons while total world production will be about 120,000 tons. The shortfall is being met with recycling and depletion of existing stockpiles. Demand is expected to rise to 180,000 tons by 2012 and more than 200,000 tons by 2014 while Chinese production is expected to top out at 160,000 tons By 2012 or earlier China's internal demand will exceed their production. In July 2010, China announced they will reduce exports by 72%. Today there effectively are no other sources for these REEs. Headlines were made recently when China allegedly halted shipments of REEs to Japan to protest a fishing dispute. Japan reportedly quickly capitulated and released the fishing crew to resume shipments. This may be a preview of the next few years as China reserves its supplies for internal production and the rest of the world scrambles to develop new sources...." Stocks mentioned in the article up big today. finance.yahoo.com Seems like a good Value theme developing if some of our vast U.S. Federal lands start providing mineral permits for the mining of these REE. Have you run across any mining companies that could produce REE from their operation(s). EKS

To: Madharry who wrote (40822)	1/19/2011 4:11:37 PM
From: E_K_S	Read Replies (2) \| Respond to of 78523

Hi Madharry Re: Ultrapetrol (Bahamas) Ltd. (ULTR) Added a few ULTR shares below $6.00/share. The company had a conference call today where they discussed their capital expansion plans. With their new convertible notes (total of $70 million), their interest expense is quite large but this is off set by their depreciation so their net cash flow still remains positive. More revenue comes in when their new PSV fleet starts operating and they begin to take advantage of the efficiencies in the River Business from their previous capital investments. Zachs raised their price target to $10.00/share. I have a few higher priced shares left in my basket that I plan to sell in 31 days (or longer) so this buy for me allows me to replenish my inventory and/or sell & book my loss. Longer term, I would like to see ULTR buy some Port facility warehouse space along their River Business route(s) so they can store and/or process soybeans. I expect bumper crops from all the rain w/ limited capacity to move and store soybeans on their way to China. EKS