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

To: Grommit who wrote (40859)	12/29/2010 7:41:31 PM
From: Spekulatius	Respond to of 78719

re Rare Earth metals, Molybdenum, Tantalum. I think that certain metals in a bubble. I have watched Ta (Tantalum) since it is commonly used in the business I work in. There have been spikes in 1980, 2000 and now 2010. They happen and they go away. For Ta in know for fact that there are swingproducers in Australia that are going to start their mines again in 2011, I think and then prices will go down. Consumers also started to replace Ta with the more abundant sister metal Nb. These rare metals (Mo and Ta are not technically rare earth but the economics are similar) are nor really that rare. There are sources in many different countries especially in the USA. it just seems to me that is has been cheaper to let the Chinese do the work. We have got a wakeup call now, so instead of complaining about the Chinese, we need to let the free market do it job.

To: Grommit who wrote (40859)	12/29/2010 9:54:36 PM
From: Paul Senior	Respond to of 78719

TC might work. I still hold a position in USEG. I like USEG because it has moly lands and is partnered with TC: usnrg.com Also, and primarily, because it has land in the Williston-Three Forks Bakken. A big negative is that company controlling management family don't seem aligned to all stockholders (paying themselves big salaries/perks for example). finance.yahoo.com

To: Grommit who wrote (40859)	1/13/2011 12:19:56 PM
From: richardred	Respond to of 78719

RE: TC-I bought some today on a much higher price than your entry. This on the news of Cliffs takeover of Consolidated Thompson Iron Mines Ltd. montrealgazette.com

To: Grommit who wrote (40859)	3/1/2011 3:14:01 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78719

OT: I have a tiny amount of TC (Thompson Creek Metals Company, the molybdenum producer), and have upped my shares a little now. Also added back to my position in graphite producer, GrafTec International. A larger amount -- I'm more comfortable/knowledgeable about GTI than I am about TC. I'm holding shares of steel manufacturers (e.g. X), and I figure I might stay on the bet that steel demand will hold up through 2011 with a little diversity into the steel manufacturers' suppliers. Just a late night post. I can't justify that these stocks are undervalued at current prices. finance.yahoo.com