>>> Ucore hebt ab <<< - 500 Beiträge pro Seite (Seite 2)

[Geophil]

Antwort auf Beitrag Nr.: 41.167.254 von Langstrumpf2 am 08.03.11 20:38:49

Sieht für mich wie ne Umverteilung von UCU zu GWG aus - hat GWG nicht auch einen Standort in den USA oder nur den in Afrika?

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.167.356 von Geophil am 08.03.11 21:01:51

Ok, ich habe die Haelfte per Stop Loss reingestellt. Ja, GWG hat diesbezueglich auch Connections. Ich bin da staerker investiert, da die ein sehr ueberzeugendes Modell vorweisen und langfristig wohl richtig Geld zu verdienen ist. Ucore ist fuer mich eher eine Zockerposition. Da fehlt noch viel zum fertigen Produkt. Mal schauen, wie es ausgeht. Danke fuer die wirklich prompte Rueckmeldung von allen.

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.167.356 von Geophil am 08.03.11 21:01:51

GWG hat 3 oder 4 weitere Projekte und einige Optionen. Die sind da ziemlich aktiv. Na ja, die 0,90 sehen wir heute wohl nicht. Den Stop loss lass ich trotzdem mal drin, obwohl ich September 2010 bei Lynas damit einen Fehler gemacht habe. Aber was soll es, zu diesem Zeitpunkt immerhin 115% mit Lynas Gewinn nach Steuern.

[FaxenClown]

... sorry! War leider anderweitig beschäftigt.

Erstmal zu der Frage, die allen auf den Nägeln brennt:

Ich hatte gestern bereits nach Börsenschluss einen SL auf 60% meiner Shares (sind insgesamt nicht viele) bei umgerechnet 1,01CAD gelegt, der Heute irgendwann ausgelöst wurde. 60%, weil meine Cashout-Grenze ja noch etwas höher lag (hatte ich mal gepostet) ... mit 50% hätte ich meinen Zockereinsatz noch nicht raus gehabt.

Da ich kein Fan von Trading bin, versuche ich so oft wie möglich "hin und her macht Tasche leer" zu vermeiden. Warum hab ich also außerplanmäßig (teil-)verkauf? Antwort: Weil scheinbar wirklich viele Amis / Cans auf dem "6000USD/t"-Märchen aufgesessen waren, was zu einem deutlichen Rutsch führen KANN.

Zur Informationspolitik von UCore habe ich mich bereits bei meiner Berechnung damals geäußert, hier nochmal das Fazit zur Erinnerung:

[...]
- Auffällig ist, dass Ucore in seinen PR´s aus 2008 und 2009 Bohrlochabschnitte doppelt angibt (schön kaschiert mit unterschiedlichen Bohrlochlängen, zieht den Durchschnitt nach oben -> Datenpimping). Habe deshalb immer den längsten vorhandenen Bohrlochabschnitt genommen, da hier am meisten taubes Gestein dabei ist (Durchschnitte sind realistischer als Extremwerte)

- Des Weiteren wechselt bzw. entwickelt sich (je nach gusto) der Reporting-Standard ... mal TREO%, mal TREE in ppm, mal incl. Yttrium, mal ohne ... geringe Vergleichbarkeit der PR´s untereinander!

- Die Auswertung von 46 Bohrlöchern und 228 Bohrlochmetern führt zu aussagekräftigeren Berechnungsgrundlagen als 6,25 oder 2,52m Extremwerte (dazu noch vom selben Bohrkern)
Die Angaben für durchschnittliche Vererzung und HREO-Gehalt sind zu den Angaben vergleichbar und liegen "in Range" (0,76-1,42% TREO @40% HREO(+Y!), PR vom 20.10.2010 http://www.ucoreraremetals.com/news2.asp?ID=133) ... wenn auch am unteren Ende mit 0,86% TREO @ 21,8%HREO + 39%Y

- Der Wert je Tonne liegt im Vergleich zu vergleichbaren HREO-Lagerstätten (Kutessay II und Longnan) recht hoch, jedoch ist zu beachten, dass Bokan Mountain eine kosten-intensivere Underground-Mine ist, wogegen man in Kutessay II Tagebau bereibt und in Longnan, das REO durch Ionenaustausch aus Tonerden aufkonzentriert und deutlich günstiger gewonnen werden kann.[...]

... der Cash-Out ist nach der NI 43-101 für mich nur konsequent, da ich jetzt noch 40% meiner Shares von UCore besitze und es so in meinem Depot auf dem Schrim habe ... aber kein Verlustrisiko mehr, da mein einkassierter Gewinn größer ist, als der Einsatz war.

Ob ein Austieg richtig ist, man evtl. tiefer wieder einsteigen soll oder was auch immer ... dazu werde ich keinem raten. Jeder muss da sein eigenes Säckchen tragen.

Auf Grund des US-Supportes denke ich, dass UCore - irgendwie - seinen Weg machen könnte. Aber die Wolken, auf denen UCore bisher geschwebt ist, werden wohl erstmal abregnen.

zur NI 43-101: Ja, da ist noch nicht das letzte Wort gesprochen. Das Deposit ist noch erweiterbar und stellt eigentlich nicht mehr als "eine aktuelle Resourcenschätzung an Hand momentan geltender Rahmenbedingungen dar". Hier mal ein paar zusammenhänge (ohne Anspruch auf Vollständigkeit):

Steigen die Preise, sinkt evtl. der cutoff. Wird weiter gebohrt, geht die Resourcengröße (bei gleichem cutoff) rauf. Erhöht man den Output, sinkt die LoM ... und anders herum.

Parameter, an denen gespielt werden kann, gibt es also genug. Kostet aber alles Zeit und/oder Geld.

zu Umweltschäden: Die kosten für das Clean up der radioaktiven Abfälle von Mountain Pass zahlt - meinen Informationen nach - Chevron. Bei Bokan wird ein Verantwortlicher nicht so schnell zu packen sein, da der vorherige Besitzer nicht mehr existiert ... oder doch? (Bin hier nicht ganz up to date)

... also: Ich bin 60% raus ... aber noch 40% drin. Weiterhin allen "Gute Trades"!

MfG, FaxenClown

[Geophil]

Antwort auf Beitrag Nr.: 41.167.695 von FaxenClown am 08.03.11 22:18:52

Laut dem Artikel:
http://www.juneauempire.com/stories/072009/loc_466072407.sht…
den SEPP schon mal weiter unten gepostet hat, ist der Verursacher (Newmont Exploration Ltd.) doch schon gefunden und hat sich bereit erklärt für den Schaden zu haften (s. meinen Post weiter unten)

@Faxenclown: oder hast du hier andere Informationsquellen???

[FaxenClown]

Antwort auf Beitrag Nr.: 41.167.736 von Geophil am 08.03.11 22:31:26

... sorry, hatte ich überlesen. Demnach ist der Teil meines Postings zu den Umweltschäden hinfällig.

MfG, FaxenClown

PS: Nein, habe keine anderen Infos diesbezüglich ... stand wohl auf dem Schlauch

[Keeny2]

Antwort auf Beitrag Nr.: 41.167.430 von Langstrumpf2 am 08.03.11 21:15:59

Ich denke ein Teilverkauf ist bei der NI-Gemengelage durchaus legitim. Andererseits mussten heute einige REE-Stocks (z.B. RES, QRM, TSM, sogar die zuletzt gefeierte CCE) abgeben. In diesem Umfeld hat sich UCU nicht schlecht gehalten. Ich halte es für zu früh die Flinte ins Korn zu werfen.

Es geht letztlich nicht (nur) um den HREO-Gehalt (ehrlich gesagt würden auch andere UCU den Rang ablaufen), sondern primär um den Faktor Zeit gepaart mit den Entwicklungskosten. Hier hat UCU einen strategischen Vorteil gegenüber allen anderen, den es auszuspielen gilt. Die Frage ist: wird UCU das gelingen?

Muß allerdings zugeben, dass mir gewisse Ungereimtheiten auch aufstossen:
- Warum lässt man ein lang erwartetes PR mit den NI 43-101 Ergebnissen vom Stapel, dann sollen es aber nur 10% vom Gesamtdepot sein? Warum sagt man nicht gleich, dass es sich um ein Teilergebnis handelt?
- Warum lässt man auf der neuen HomePage die alte (none NI 43-101 compliant) Angabe von den 374 mlb TREO stehen?
- Warum gibt es ein PR mit den NI 43-101 Resultaten, den Report kann man aber nicht einsehen? (oder habe ich etwas übersehen?)
- Warum die Sache mit den doppelten Bohrabschnitten?

Vielleicht ist das alles nur Teil der alten "Investoren-etwas-verunsichern-und-billig-Nachkaufen"-Masche, aber IMO wird da etwas hart an der PR-Kante gearbeitet und möglicherweise ein bißchen viel heiße Luft geblasen ... jedenfalls passt das nicht zu einer seriösen Kommunikationsstrategie.

MfG,
Keeny2

[FaxenClown]

Zitat von Keeny2: Ich denke ein Teilverkauf ist bei der NI-Gemengelage durchaus legitim. Andererseits mussten heute einige REE-Stocks (z.B. RES, QRM, TSM, sogar die zuletzt gefeierte CCE) abgeben. In diesem Umfeld hat sich UCU nicht schlecht gehalten. Ich halte es für zu früh die Flinte ins Korn zu werfen.

Bei mit war halt die Frage 100% halten (10-15% unterhalb meiner Ausschüttungsgrenze) und einen Downswing mitmachen ... oder 10% mehr Aktien verkaufen. Hatte da nicht lange zu überlegen.

Es geht letztlich nicht (nur) um den HREO-Gehalt (ehrlich gesagt würden auch andere UCU den Rang ablaufen), sondern primär um den Faktor Zeit gepaart mit den Entwicklungskosten. Hier hat UCU einen strategischen Vorteil gegenüber allen anderen, den es auszuspielen gilt. Die Frage ist: wird UCU das gelingen?

... sehe ich auch so. Gute Frage, an der man dran bleiben sollte. M&A wäre auch eine schöne Option. Alle RE-Explorer kommen bestimmt nicht durch ... sollte mal langsam (am besten zu meinen Gunsten) konsolidiert werden. Dann brauch ich nicht so viel Umschichten

Muß allerdings zugeben, dass mir gewisse Ungereimtheiten auch aufstossen:
- Warum lässt man ein lang erwartetes PR mit den NI 43-101 Ergebnissen vom Stapel, dann sollen es aber nur 10% vom Gesamtdepot sein? Warum sagt man nicht gleich, dass es sich um ein Teilergebnis handelt?
- Warum lässt man auf der neuen HomePage die alte (none NI 43-101 compliant) Angabe von den 374 mlb TREO stehen?
- Warum gibt es ein PR mit den NI 43-101 Resultaten, den Report kann man aber nicht einsehen? (oder habe ich etwas übersehen?)

... dazu aus dem Press Release von gestern:

2. The mineral resource estimate was completed by Mr. Jim Robinson, Senior Resource Geologist of Aurora. Mr. Robinson is an independent qualified person for the purposes of NI 43-101 standards of disclosure for mineral projects of the Canadian Securities Administrators and has verified the data disclosed in this release. A Technical Report with the estimate will be filed on SEDAR within 45 days.


- Warum die Sache mit den doppelten Bohrabschnitten?

Vielleicht ist das alles nur Teil der alten "Investoren-etwas-verunsichern-und-billig-Nachkaufen"-Masche, aber IMO wird da etwas hart an der PR-Kante gearbeitet und möglicherweise ein bißchen viel heiße Luft geblasen ... jedenfalls passt das nicht zu einer seriösen Kommunikationsstrategie.

MfG,
Keeny2

MfG, FaxenClown

[FaxenClown]

Antwort auf Beitrag Nr.: 41.167.955 von FaxenClown am 08.03.11 23:51:42

Nachtrag zum REE-Umfeld: Heute war hauptsächlich "A-M" im plus ... morgen könnte schon wieder "L-Z" dran sein

[Langstrumpf2]

Beitrag aus Stockhouse:

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

"HR-6160 (http://www.govtrack.us/congress/bill.xpd?bill=h111-6160) was passed on Sept 29th, 2010. The Department of energy is in charge of the program and they were given 180 days to return with a full report on where US production and operations stood. After the 180 days loads and grants will start to be handed out to companies that have anything to do with mining REE's so they can boost there current and future production levels to meet domestic demand.

that 180 days just about up"

http://www.gpo.gov/fdsys/pkg/BILLS-111hr6160ih/pdf/BILLS-111…

[Langstrumpf2]

Ein weiteres Fundstück:

http://oilprice.com/Metals/Commodities/Rare-Earth-Prices-Soa…

Der Druck auf USA wächst.

[Geophil]

Antwort auf Beitrag Nr.: 41.167.922 von Keeny2 am 08.03.11 23:35:49

Ja der Faktor Zeit ist definitiv der wichtigste!

Leider beschäftige ich mich mit der Materie erst viel zu kurz und hab noch nicht den Gesamtüberblick - ganz im Gegensatz zu einigen von Euch, aber ich habe bis jetzt folgende REE-Explorer ausfindig gemacht, die meiner Ansicht nach in 2012/13 in Produktion gehen könnten:
- natürlich die big Player Molycorp & Lynas
- GWG
- Stans

Bei UCU bin ich mir da nicht so sicher - schließlich hat die Ressourcenschätzung erst den Status "Inferred". Da sind noch einige Bohrmeter zu bohren - o.k. Infrastruktur wäre schon da...

@Keeny2: Tasman hatte ich bis jetzt noch überhaupt nicht auf dem Schirm - wie weit sind die?

Grundsätzlich würde ich jedenfalls ein Unternehmen mit REE-Standort in USA bevorzugen, da hier wie schon erwähnt die strategische Dringlichkeit den Faktor Zeit durch staatliche Förderung entscheidend verkürzen könnte.

Wie seht ihr das? Welche Standorte sind schon so gut untersucht, dass sie den Status "Indicated" oder gar "Measured" tragen (gem. NI 43-101)? Wer wird erster Produzent?

[Keeny2]

Antwort auf Beitrag Nr.: 41.169.021 von Geophil am 09.03.11 10:04:44

Tasman ist auch noch weit weg, schätze den Start bei Norra Kärr nicht vor 2015/2016. Die haben ihren "Inferred"-Status gerade erst im Januar erhalten. Norra Kärr ist sehr HREO-lastig, weist daher den höchsten Basket-Preis auf (143 USD/kg, Stand 7.3.11, AM), aber auch einen der geringsten In-Situ-Werte (775 USD/t) ... typisch für eine HREO-Lagerstätte. Auch wenn es in den 70er Jahren schon mal Minenaktivitäten dort gegeben hat, wird die Hebung und Gewinnung der REEs hinreichend aufwendig sein (open pit ist noch nicht geklärt). 60,5 mt relevantes Deposit (inferred Resource) machen die Sache aber lukrativ.

Norra Kärr hat aber auch einen entschiedenen strategischen Vorteil: es ist die bisher einzig ernsthaft verfolgte REE-Lagerstätte in Europa (so viel ich weiß). Und Norra Kärr weist darüber hinaus ein interessantes Zirkonium-Vorkommen auf. Der Preis für Zr2O3 ist auch am steigen, wenn auch noch nicht in REE-vergleichbare Höhen.

Ansonsten ist mir neben den von Dir genannten vier Playern kein weiteres außer Ucore bekannt (außerhalb Chinas!), das vor 2015 aktiv werden könnte.

MfG,
Keeny2

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.169.849 von Keeny2 am 09.03.11 11:43:14

In den USA wäre eventuell Rare Element Resources Ltd. zu nennen. Aber das wars in den USA schon. Ucore füllt hier ganz klar die Versorgungslücke, bis andere dann produzieren werden. Das ist jedenfalls bei mir die Hoffnung, das damit auch wieder höhere Kurse zu sehen sind. Spätestens wenn die USA sagt, OK Jungs wir geben euch Geld, legt los.

[Langstrumpf2]

Hier noch eine Aufstellung von der Techmetal Seite:

http://www.techmetalsresearch.com/metrics-indices/tmr-advanc…

Beim nächsten Update dieser Projektübersicht, wird auch Ucore vertreten sein.

[Langstrumpf2]

Gestern habe ich mir ja den Kopf gemacht, was ich machen soll. Zur gleichen Zeit haben andere Ucore über Twitter/Facebook direkt angefragt:

http://twitter.com/ucore

"@ucore Can you comment on what % of the resource the 43-101 addresses? Thanks.

@jsh2011 The 43-101 delivered 60M lbs TREO, which is about 1/6th of the historical (non 43-101) estimate for the property. [Byron]
@jsh2011 Also, deposit is open at depth. Hence, the 1/10th figure that some have bandied about. [Byron]

@jsh2011 The published NI 43-101 Inferred Resource is for the 2 km strike zone at Dotson trend. [Nick]



@ucore This would suggest that 90% or more of your property has yet to be drilled for 43-101 measurement?



@jsh2011 This is one of some 18 rare earth prospective zones within Ucore's Bokan Mountain claim block. [Nick]

@jsh2011 Note that the 60M lbs that Ucore delivered for the Dotson/I&L Zones is very close to what the USBM predicted for that area.[Byron]

@jsh2011 Very encouraging, when you factor in that the historical USBM report says there is 374M lbs on the property at large. [Byron]

@jsh2011 Right now we're concentrating on developing the Dotson/I&L Zones into a mine. [Byron]

@jsh2011 60M lbs=several $billion USD in product, and the race is on to meet U.S. demand. We'll branch out our exploration as we move ahead."

[Langstrumpf2]

Meinen Stop habe ich deswegen wieder gelöscht.

[Keeny2]

Antwort auf Beitrag Nr.: 41.167.957 von FaxenClown am 08.03.11 23:53:20

Scheint was dran zu sein: Heute ist A-M im Minus ... L-Z kann sich aber noch nicht zu einer eindeutigen Tendenz durchringen

Mal im Ernst: Angesichts rasant steigender REO-Preise (bei AM praktisch im Tagesryhtmus, mit Anstiegen im Durchschnitt von 60-80% seit Beginn des Jahres (z.B. Nd, Dy) dürften die REE-Stocks einen größeren Nachholdbedarf aufbauen.

Avalon etwa hat seinen Base-Case noch mit USD 21,50/kg TREO (Stand 29.7.10) gerechnet, TMR veranschlagt Ende Januar bereits USD 81/kg und ich komme Stand 7.3.11 auf einen Preis von USD 129/kg.

Diese Preissteigerungen auf dem Spot-Markt haben die REE-Stocks noch gar nicht nachvollzogen. Die Chancen für einen massiven Anstieg stehen also mehr als gut ... zumindest für die Top-Player, und da gehört auch UCU dazu.

Solange also die Chinesen nicht den Stecker ziehen (und, ehrlich gefragt, warum sollten sie das?), geht's a la long nach oben.

MfG,
Keeny2

[Geophil]

Antwort auf Beitrag Nr.: 41.170.797 von Langstrumpf2 am 09.03.11 14:00:18

@Langstrumpf: Danke für den Link zur Techmetal Seite und für die interessanten Antworten auf Twitter.

Also nur für die Dotson Zone repräsentativ der NI 43-101 - kann man ja auch mal deutlicher Kommunizieren, oder?

Da fragt man sich dann nur, warum so viel Gesch... um ein NI 43-101, wenn wir mit Mittelwerten und einer überschlägigen Berechnung zum gleichen Ergebnis kommen!

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.173.629 von Geophil am 09.03.11 20:22:08

Genau, eine offizielle vorlaeufige Resourcenschaetzung, mehr nicht. Aber es gibt wohl mehrere Phasen bei diesen NIs. Kann das mal bitte jemand erlaeutern ? Danke ?

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.173.629 von Geophil am 09.03.11 20:22:08

Sagen wir mal so, dieses NI ist eigentlich erstmal soviel, wie "Diese Firma handelt nicht mit Kohlen.". Aber das wussten wir auch schon vorher, oder ?

[Geophil]

Antwort auf Beitrag Nr.: 41.173.746 von Langstrumpf2 am 09.03.11 20:42:21

Hab kurz mal recherchiert:
http://www.osc.gov.on.ca/documents/en/Securities-Category4/r…

In dieser Präsentation S.23 unten ist ne nette Grafik, die die einzelnen Phasen etwas erläutert. Nächster Schritt wäre also eine "Indicated Resource" und eine Vor-Machbarkeitsstudie.

In der Präsentation werden auch die Spielregeln einer Veröffentlichung von Informationen (z.B. auch historische Daten) dargestellt. Im Detail hab ich mir das aber jetzt noch nicht angeschaut.

Bin jedenfalls gespannt auf den Technical Report, der ja in ca. 40 Tagen folgen soll. Vielleicht kann man da noch die ein oder andere Tendenz rauslesen.

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.174.108 von Geophil am 09.03.11 21:44:40

Danke.

[FaxenClown]

WOW! Echt viel engagement hier ... und schön zu sehen, dass UCore (von Faktenlage und Recherche her) jetzt von mehreren Schultern getragen wird ... verschafft mir ein wenig Luft für schönere Dinge und es ist auch mal schön halb passiv mitzulesen, statt immer die Gewissheit zu haben, dass man der einzige ist, der gerade nach Antworten sucht!

Muss mal ein paar Daumen verteilen. Das Niveau könnte sich so mancher Thread als Vorbild nehmen. Weiter so!

MfG, FaxenClown

[Dirkix]

Antwort auf Beitrag Nr.: 41.174.498 von FaxenClown am 09.03.11 23:32:06

Das Niveau könnte sich so mancher Thread als Vorbild nehmen.

Das Problem ist halt nur, dass in den Thread mit dem hohen Niveau meist nichts zu verdienen ist. Dafür steigen in den Krawall- und Smilie-Threads die Kurse...!

@ Langstrumpf
Das kanadische national intrument NI43-101 ist ein standartisiertes Instrument um Resourcen zu definieren, ähnlich dem bekannteren australischen JORC. Bohrergebnisse die den (Mindest)Anforderungen für JORC und NI43-101 entsprechen werden dafür von speziell ausgebildeten (und ich glaube auch vereidigten) Mitarbeitern zusammengefügt und berechnet, und so entsteht ein Überblick was DERZEIT in einem Asset an Resourcen zu finden ist.
Diese Zahlen können noch gehörig korrigiert werden, wenn z.B weiter exploriert wird oder indem Lücken bei drill results mit neuen, dann verwertbaren Ergebnissen neu berechnet werden.

Wenn die historische Resource viel grösser angegeben worden ist, als in der aktuellen NI43-101 veröffentlicht wurde ist, dann KANN das auch bedeute, dass viele der alten Bohrkerne halt nicht 43-101 konform waren und deswegen nicht genutzt werden durften.


@ ALL
Die Verschiebung der Veröffentlichung hatte sowas leider schon angedeutet, denn warum sollte die NI43-101 wohl sonst nicht publik gemacht werden, wenn nicht deswegen weil die Ergebnisse hinter den Erwartungen zurück geblieben waren.

UCore hat jetzt zuerst durchwachsene Drill Results veröffentlicht und danach eine NI43-101 die vorsichtig gesagt hinter den Erwartungen zurück geblieben ist. Ich hoffe da kommen jetzt mal ein paar gute News...!

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.174.621 von Dirkix am 10.03.11 00:32:24

Die 180-Tage-Frist müsste Ende diesen Monats abgelaufen sein.
Mal schauen, ob die Amis ein Zeichen geben,dass sie UCU unterstützen werden.
Dies würde auch die bezahlten Basher im amerikanischen Yahoo-Finance-Thread erklären, die auch stark bei GWG bashen. Da wird jedenfalls kräftigst eingesammelt, was zu kriegen ist.
Wenns sonst nichts positives zu vermelden gibt, dann wenigstens die Gewissheit, dass dort viel Arbeit investiert wird, um durch Verunsicherung ordentlich durchzuschütteln...

Man könnte sich jetzt die FRage stellen, warum im Stockhouse Bullboard nicht so sehr gebasht wird. Nun ja, vielleicht brauchen die Käufer unbedingt die Shares von der NewYorker Börse. Die sind dort, soweit ich weiss nur als Pinksheet gelistet und bedürfen somit evtl. wesentlich weniger Meldepflichten....

Sorry, natürlich alles mehr Wunschdenken, als harte Fakten. Eine Überlegung ist es jedenfalls wert...

[Keeny2]

Solange also die Chinesen nicht den Stecker ziehen (und, ehrlich gefragt, warum sollten sie das?), geht's a la long nach oben.

Do, 10.03.1109:26
Aktien Europa Eröffnung: Schwach - Daten aus China belastenPARIS/LONDON (dpa-AFX) - Die europäischen Aktienmärkte sind am Donnerstag mit klaren Verlusten in den Handel gestartet. Der Leitindex der Eurozone EuroStoxx 50 verlor 0,83 Prozent auf 2.910,73 Punkte, der Londoner FTSE 100 fiel um 0,61 Prozent auf 5.901,30 Punkte. Der Pariser Cac 40 rutschte um 0,81 Prozent auf 3.961,54 Punkte ab. Das aus China überraschend vermeldete Handelsbilanzdefizit habe die Börsen der Region unter Druck gesetzt und für eine schlechte Vorgabe gesorgt, sagten Händler. Zusätzlich drückte auch noch die Abstufung der Kreditwürdigkeit Spaniens durch Moody's mit einem negativen Ausblick auf die Stimmung. Ein Händler sagte: 'Nun könnten die Märkte erstmal nach unten rausgehen.'

Da war ich wohl zu optimistisch ... hatte mich schon gefragt, warum gestern die meisten Rohstoffe-Stocks doch deutlich ins Minus gerutscht sind, so z.B. Silber-Werte durch die Bank (tw. 6-7% Minus), obwohl Silber oberhalb von USD 36 geschlossen hatte, und auch fast alle REE-Werte (z.B. AVL -6%, GWG -8%, TSM -15%!!), obwohl sich auch hier an den Fundamentaldaten, d.h. REO-Spotpreisen nichts geändert hatte.

Die Chinesen haben zwar den Stecker nicht mit Absicht gezogen, aber wenn die auch nur über das Steckerkabel stolpern, jagt das der weltweiten Rohstoff-Hausse gehörigen Schrecken ein ... das könnte in den nächsten Tagen noch zu Nachbeben führen.

Oder habt ihr noch andere Erklärungen?

Könnte jedenfalls für Nachkaufgelegenheiten sorgen.

Sorry für das OT.

MfG,
Thomas

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.176.327 von Keeny2 am 10.03.11 10:54:40

Was aber im grassen Gegensatz zur Entwicklung der Metallpreise steht. Wieder extreme Preisteigerungen seit Dienstag:

http://www.metal-pages.com/metalprices/rareearths/

Das geht jetzt schon mehrere Wochen so. Das muss doch letztlich Auswirkungen auf die Unternehmen haben.

Nebenbei, Ucore hat sich ja gestern in dem Umfeld recht wacker geschlagen.

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.176.866 von Langstrumpf2 am 10.03.11 12:05:31

http://www2.macleans.ca/tag/yuan/

China’s power play
By Charlie Gillis - Tuesday, November 9, 2010 - 15 Comments

China is flexing its trade and military muscles. What does it mean for the West?


Reuters

In the world of prized metals, dysprosium lacked a certain star power. It lies deep in the so-called f-block of the periodic table—that free-floating part near the bottom you never used in high school chemistry—along with the other so-called rare-earth elements with tongue-twisting names like neodymium and lutetium. No one ever set out with mule and pick-axe to find dysprosium. It occurs only as a constituent part of other mineral compounds, which explains why its name derives from the Greek for “hard to get at.”

But in recent months, dysprosium has shed its obscurity to prove that, like oil or diamonds, it can serve as leverage in an international dispute. Its debut took place shortly after Sept. 7, when Japan seized the crew of a Chinese fishing boat that had rammed two Japanese coast guard vessels near the Senkaku Islands, a string of barren rocks jutting from the East China Sea that has been a source of tension between the two countries for centuries. Infuriated by Tokyo’s refusal to turn over the skipper of the trawler, Beijing retaliated in a way no one expected: it cut off Japan’s supply of dysprosium, along with 16 other rare earth metals. Dysprosium and its chemical cousins are the lifeblood of Japan’s vaunted high-tech industries, used in everything from iPhone screens to the electric motor of the Toyota Prius. China, it turns out, produces 93 per cent of the world’s supply of them, having gotten into the market 25 years ago, then flooded the globe with cheaply mined product during the late 1990s. Today, if you want a shipment of dysprosium, you buy it from China....

[SEPP_EIXLBERGER]

Servus!

Ich bin z.Z in keinem Explorer investiert,die Korrektur ist O.K,gesunde Korrektur,
denn,die Börsen sind die letzten Wochen und Monaten heiß gelaufen vor allem die Explorer.
Ich betone nochmal,bin kein Basher und meine bescheidene Beiträge dienen weder... noch.
Man kann und soll offen über alles diskutieren,oft ist man anderer Meinung und das ist
gut so.Die Gründe weshalb ich ausgestiegen bin habe ich genannt ein paar Sachen möchte ich noch ergänzen,dazugeben.

Die neue HP ist optisch neu aber mit sehr vielen alten und nicht aktuellen Daten,z.B.
Share und Cash Structure vom September 2010.....tja....Wer braucht das noch?
Das neue logo gefällt mir nicht,das runde Ding,erinnert mich an das Dach der Allianz Arena,eigentlich wie der Bokan,aussen rund-innen hohl und was drunter veranstaltet und gespielt wird ist ebärmlich!!Das alte fand ich schöner,der Schmetterling..aber naja.

Was hier momentan stattfindet ist bewusstes Täuschen des Anlegers!Man hat ein paar ahnungslose Politiker auf`s Boot geholt,die allten hist.Res.schöngeredet,einen oder anderen Guru dazu und fertig ist die Story.Sorry ist aber so!

Wo soll ich anfangen,von der NI Studie,Ross Adams Mine,Infrastruktur,Moly corp....etc.etc.Nun ja,die hocherwartete NI Studie mit 3,7 mil t.a 0.746 TERO
und "unglaublich viel" Dy2O3,"sagenhafte 1064 Tonnen,bin gespannt wie "unruhig" der
Mr.Obama,DOE und das US-Verteidigungsministerium sind.Da laufen die telefone heiß!
1064 Tonnen,die Chinesen zittern schon!Klingt komisch wenn es nicht traurig wäre!
Was sollen nun die Canadischen Kollegen tun,denn die V.CCE hat auch die NI Studie
fertig,0,01%=100gr/t Dy2O3 (UCU 0,029%=290gr/t) dafür aber gewaltige 117 Mil.a 1,74 TERO
und uber 11 000 t Dy2O3 10 x mehr als UCU und die UCU ist"Americas Dy Leader"
lächerlich....
Das Problem der alten Ross Adams Mine kann man entweder "schön reden" oder "tot schweigen" die UCU Verantwortlichen haben sich für das 2 entschieden,obwohl das länger bekannt ist.
http://www.groundtruthtrekking.org/Issues/MetalsMining/Bokan…

The mountain is hot

It's probably not a good idea to picnic at Bokan Mountain, where the Forest Service signs warn people not to camp, not to drink the water, and not to spend more than two hours a year there.

http://www.juneauempire.com/stories/072009/loc_466072407.sht…

Wie wollen sie dann jemals ein Arbeiterkomplex aufstellen?
Die vorhandene Infrastruktur ist auch für Thema für sich,im Stockhouse findet man immer wieder Aussagen die soll 1 Mrld.$ wert sein,dann die Meerestiefe usw.
Was bitte schon soll 1Mrld.wert sein die alte marode Infrastruktur der alten Mine,das Stromnetz das keiner 40 Jahe lang gebraucht hat und wie groß sollten die Schiffe werden die dort andocken um die wretvolle Ladung abzuholen.1000000 BTU wow
Wieviel $$$ soll die Moly ausgeben für die UCU 50-100 mil.$


Wacht auf Leute,wacht auf !!

MfG
S.E

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.179.915 von SEPP_EIXLBERGER am 10.03.11 17:52:52

Gruesse dich,

Bitte les dir mal das durch. So ungefaehr hatte ich das auch in Erinnerung:

seacc.org/pressroom/news-stories/bokan-site-clean-up-eyed/

Mfg Langstrumpf

[Pibe]

Hallo Geophil, Keeny,

zur Frage, wer vor 2015 in Produktion geht:

Ist Arafura euch gar kein Begriff??? Da können Stans, GWG oder UCU nicht annähernd gegen anstinken! Mein Tipp, lest euch da mal ein (ich meine die homepage, nicht den WO-Thread). Dürfte in diesen Tagen auch für Neu-Aktionäre attraktive Kaufkurse geben.

Grüße

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.181.239 von Pibe am 10.03.11 20:35:19

Ich denke mal, das im entsprechende Forum so einige Frustierte sind. Die waeren wohl einige mit Lynas besser gefahren. Sorry fuer OT. Das Thema HREES ist ein anderes. Da sind Ucore nach wie vor ein Thema und fuer mich persoenlich auch GWG.

[Langstrumpf2]

Ucore ist jetzt in der Aufstellung der Advance Projekte dabei:

techmetalsresearch.com/metrics-indices/tmr-advanced-rare-ear…

[Geophil]

Antwort auf Beitrag Nr.: 41.179.915 von SEPP_EIXLBERGER am 10.03.11 17:52:52

Hallo zusammen,

ich muss durchaus zu geben, dass mir in den letzten Tagen auch nicht gerade wohler mit meiner Investition bei Ucore geworden ist und an dem ein oder anderen Argumenten von SEPP schon was dran ist, aber jetzt schon alles aufzugeben, scheint mir verfrüht. Schon die Tatsache, dass sich der Kurs noch recht gut hält, ist interessant.

Außerdem sollten wir diesen Thread jetzt nicht auch noch durch die vielen Smileys kaputt machen...

@Faxenclown: Irgendwie muss ich doch zugeben, dass ich einiges auf deine Meinung gebe (muss wohl an deiner defensiven Art mit Smileys umzugehen, liegen)- also was hältst du von Arafura, Tasman, GWG und CCE? Wer wird der erste sein - natürlich rein subjektiv?

Ich weiß, du bist auch in den anderen Foren aktiv und hast da sicherlich schon einiges zu gesagt, aber wenn ich mir z.B. den Arafura Thread anschaue, dann vergeht mir die Lust ziemlich schnell, da gehts ja nur um persönliche Fehden.

Sorry, ich hoffe ich weiche mit meiner Frage jetzt nicht zu sehr von UCU ab...

[Geophil]

Und um noch was fürs Niveau zu tun:

Ein Schmankerl (hoffe ich zumindest), aber vielleicht kennt ihr die Seite ja schon. Da hat sich auch noch jemand anderes die Mühe gemacht eine nette Exceltabelle ala Faxenclown aufzustellen.

Allerdings öffentlich zugänglich: http://pmem.ws/files/users/a/535D64716E912048E040A8C0AC002D4…

Als Grundlage, um für die eigene Studie darauf aufzubauen, ist die denke ich ganz brauchbar!

@Faxenclown: Kannst du die Tabelle mal mit deiner gegenchecken? Passt das in etwa?

Merci

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.181.913 von Geophil am 10.03.11 22:33:29

Lieber Geophil,

beim GWG Threat steht genau das von mir als Aufforderung mit dem Herausgeber wwwater in Diskussion zu treten. Ich waere gespannt auf diesen Dialog. Ganz ohne

[Geophil]

Antwort auf Beitrag Nr.: 41.181.960 von Langstrumpf2 am 10.03.11 22:44:44

OK - wäre ja ein Wunder gewesen, wenn ich als einziger darüber gestolpert wäre - sorry.

Übrigens der letzte Link http://www.groundtruthtrekking.org/Issues/MetalsMining/Bokan… von SEPP zur Umweltgeschichte hört sich eigentlich gar nicht so übel an:

Im Wesentlichen steht da:

1. Newmont Mining kommt für die Sanierung auf
2. Die Sanierung wird ein neues Minenprojekt nicht beeinflussen
3. Der Southeast Alaska Conservation Council hat aber vorgeschlagen vor neuen Minentätigkeiten erst die Sanierung durchzuführen (haben wohl Angst um die Fischbestände)
4. Das Dotson Ridge Projekt liegt außerhalb der Sanierungsuntersuchungszone (located a few miles away from the Ross Adams mine and outside the area being examined for reclamation)

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.182.009 von Geophil am 10.03.11 22:58:29

Deswegen hatte ich ja diesen Link eingestellt, der diese Sache auch aus Sicht von Ucore beleuchtet: http://seacc.org/pressroom/news-stories/bokan-site-clean-up-…

Und diese "few miles". Da ist jede Menge Berg dazwischen.

[SEPP_EIXLBERGER]

Servus!

@Langftrumpf,den Link kenne ich schon(3-er von unten).
Was mich aber schon überrascht hat ist die Tatsache dass man mit Absicht
die Thematik und Problematik der alten Mine bewusst still hält.

No one involved - neither companies nor government agencies - want the public to view the Ross-Adams area assessment and rare-earth exploration efforts as being connected.

Warum nicht?Ist sie eine "Abstiegsversicherung" im Fall der Fälle?

[Dirkix]

Dr. Vladimir Seredin hat im Rare Metal Blog geschrieben:
Besides it is necessary to note that quantity of the most crucial REE in this deposit is not so big:
Dy about 1000 tons, Tb - 150-180 t. These are in 2-3 times less than annual requirement of the world industry.

http://www.raremetalblog.com/2011/03/ucore-releases-ni-43-10…

Wo hat er das her? Im NI43-101 habe ich keine ähnlichen Zahlen entdecken können!

1.000 Tonnen Dysprosium = 1 mio Kilo = 500 Mio Dollar nur für das DY!!!
GWg hat in Steenkampsdaal gerade mal 200 Tonnen DY...


PS:
Vielleicht ist die ganze Frage nach Details aus dem NI43-101 auch am Montag obsolet und alles rauscht in die Tiefe! Laut Medien geht gerade die Weltwirtschaft endgültig den Bach runter!
Aber als Queerdenker überlege ich, ob der Wideraufbau Japans nicht vielleicht eher ein globales Konjunkturprogramm werden könnte. Caterpillar, Heidelberger Zement, BilfingerBerger, Stahlkocher und dafür Versicherungen und RückVers. shorten...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.191.454 von Dirkix am 12.03.11 19:44:04

Es gab auch prompt Antworter. Der Gorilla dort gilt nicht gerade als Fan von Ucore.

stockhouse.com/Bullboards/MessageDetailThread.aspx?p=2940260…

Und das mit der Weltwirtschaft. Na die wird wohl weiter gehen.

[Langstrumpf2]

glgroup.com/News/The-Effect-on-Neodymium-and-Dysprosium-Supp…

Jack Lifton zum Thema Dysprosium.

[Langstrumpf2]

Hier nochmal ein paar Twitter Statements von Ucore:

- Our 43-101 Resource results are only for the Dotson and I&L zones. [Byron]

- The Warner and Barker estimate was for the whole Bokan area which includes more than 30 other mineralized zones.

- Our 43-101 Resource results were consistent with the Warner & Barker Resource estimate. [Byron]

[FaxenClown]

Solactive Rare Earth Performance-Index

Der Solactive Rare Earth Index bildet die Kursentwicklung der maximal 15 größten börsennotierten Unternehmen ab, deren Hauptgeschäftstätigkeit in der Exploration, dem Abbau, der Investition in seltene Erden und/oder der Investition in reine „Selteneerdenminen“ liegt und ist somit Gradmesser für diesen Markt. Der Index wird als Performance-Index in USD berechnet. Die Commodity Capital AG ist als Index-Advisor für die Erstellung des Auswahlpools der in Frage kommenden Unternehmen verantwortlich. Der Solactive Rare Earth Index wird vierteljährlich im März, Juni, September und Dezember angepasst. Die Gewichtung der Indexmitglieder erfolgt nach Marktkapitalisierung, wobei die prozentuale Gewichtung einzelner Indexmitglieder auf maximal 25 Prozent beschränkt ist.

Bei der ordentlichen Anpassung im März wird folgende Änderung vorgenommen:

UCORE RARE EARTH INC wird neu in den Index aufgenommen.

http://www.structured-solutions.de/aktuelle-indizes.html?isi…

... reguläre Indexanpassung ist übrigens immer am dritten Freitag des Monats Mrz/Jun/Sep/Dez eines Jahres

MfG, FaxenClown

[Langstrumpf2]

http://www.raremetalblog.com/2011/03/chinas-coming-ree-impor…

Das betrifft Ucore zwar nur indirekt, da sie ja primär Nordamerika / USA bedienen wollen, aber es dürfte die Preise von HRRES weiter nach oben treiben.

[Langstrumpf2]

Noch was anderes zur Preisentwicklung, besonders zu den HREES:

http://www.raremetalblog.com/2011/03/ree-price-forecasts-ano…

[Langstrumpf2]

Von Ucore vor 1 Stunde getwittert:

ucore: Tantalum is used in electronic equipment and is trading at $510 - $580/kg. [Source: Metal-pages.com March 2011] [Byron]

ucore: The 1989 USBM study [Non 43-101 compliant] est. that Bokan contains about 2.06M lbs of Tantalum Oxide (approx: 0.77M kg of Tantalum element)

ucore: Here is a link to the 1989 U.S. Bureau of Mines study (Warner & Barker, USBM OFR 33-89) (see page 116)http://bit.ly/guYjkc

[Dirkix]

Dines:

We find it remarkable that the Rare-Earth mining shares themselves have turned flat! We are not certain yet what this means, but just after the price of oil spooked the market by leaping, many stocks in the rest of the market dropped out of their Uptrends and into lateral motion. Our IWB noted that Consolidations have a "neutral valence," meaning that we should shift our strategy to buying on Pullbacks rather than chasing Uptrends. How long this Consolidation will last is anybody’s guess, but our ace of trumps is that the underlying Rare Earths themselves racing skyward suggests that the stocks’ Breakouts will be to the upside!
As we attempt to puzzle out why the Rare Earths are not responding to the strength in their underlying assets, perhaps investors are simply unaware of Rare Earth oxides’ strength! Difficult to believe, but we just work here. If so, sooner or later the news will break into the press, and our Rare Earth stocks will catch up with decisive Upside Breakouts.

[Langstrumpf2]

Es ist mal wieder Twitterstunde (von der TREM 2011):

- @JackLifton at TREM: Dy demand in 2015 will be 3 times the current annual production. It is among the rarest and most valuable of the REEs

- At the TREM conf, Japan delegate Yuji Nishikawa emphasized that Japan would be examining the possibility of conversion to Th based reactors

- Th based reactors are generally considered safer that U based reactors (especially in view of recent events in Japan)

- India is already leading the way with Th based reactor technology.

- As a side note, weapons grade material is not a byproduct of Th reactors, so their concept is gaining traction politically.

- Ucore has one of the largest and most accessible Th deposits in the Western world.

- The Thorium (as with the Uranium) at Bokan is located in a completely different deposit from the Rare Earths.

- Thorium and Uranium are located primarily within the Bokan Intrusive Complex (Bokan Mountain proper)

- The Rare Earth Elements are located primarily within the Dotson Shear (to the Southeast of the mountain).

- This "separate deposit" is good news, since high Th content is usually considered problematic with regard to its separabilty from REEs.

- Ucore is currently considering its Thorium development opportunities.

Schon lustig. Die einen machen jetzt Werbung mit Ihrem Thorium und die anderen haben deswegen Probleme. Siehe Lynas und diese merkwürdige Umweltdiskussion in Malaysia.

[Langstrumpf2]

"JUNEAU, ALASKA (2011-03-22) Synopsis: An international expert says a Southeast Alaska mineral deposit could become one of the nation’s most important rare-earth element mines. Owners of the Bokan Mountain site say they’re proceeding in hopes of developing an area that once held a uranium mine....."

http://kfsk.org/modules/local_news/index.php?op=sideBlock&sy…

Leider habe ich bei mir keinen Lautsprecher dran.

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.252.741 von Langstrumpf2 am 23.03.11 12:27:49

Langstrumpf, danke für Deine Postings auf Stockboard und Deine interessanten Infos hier auf WO, geil! ;-)

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.253.228 von Mikrokosmos am 23.03.11 13:56:43

Man tut, was man kann.

Wieder Auszüge aus Twitter. Ucore ist ja ziemlich rührig:

- Molycorp rep Jim Sims presented MCP's plans. MCP's Mntn Pass LREE deposit is considered by many to be the counterpoint to UCU's HREE deposit

- When it comes to critical metals, many equate Molycorp with Neodymium & UCU with Dy. These are two of the most essential metals to US growth

- Jim McKenzie is in Washington DC today. He introduced a presentation by Senator Murkowski (AK) to TREM Conference. [Byron]

- TREM stands for Technology and Rare Earth Metals. Attendees include federal agency representatives. [Byron]

- A great deal of positive feedback at TREM regarding Ucore's recent US based Dysprosium resource figures.

- Specialists such as Roskill say the worldwide near term Dy supply shortfall will be significant.

- Dy has weight advantages & heat resistance capabilities making it irreplaceable in multiple US defense systems and homeland security apps

MfG Langstrumpf

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.257.668 von Langstrumpf2 am 24.03.11 09:01:19

Great!

[Langstrumpf2]

Zur Erinnerung (Auszug aus dem H.R. 6160 111TH CONGRESS 2b Session):

"HR-6160 was passed on September 29th, 2010. The Department of Energy is in charge of this program and they were given 180 days to return with a full report on where we stand as far as operations and production go. After 180 days, loans and grants will start to be handed out to companies that have anything to do with mining REE's so that we can boost our current and future production levels to meet domestic demand. Having money already invested in a miner before new money moves to it will be very beneficial to any stock holders currently positioned in the company."

Das ist jetzt ziemlich genau Ende März. Man darf gespannt sein.

[Langstrumpf2]

Trem online: ucore.com/projects/bokan-mountain-alaska/presentations

[Langstrumpf2]

Empfehlung: http://ucore.com/PopeandCompany.pdf

[Langstrumpf2]

Twittertime:

- The Chinese have just added a whopping tax in order to force the price of Rare Earths up.

- The BaoTou Rare Earths bill for 55,000 mt of treos a year is an additional $109,000,000, according to the Shanghai Daily on Saturday.

- This is $2,000 dollars a ton, and it seems to be based on an ore tax of 10 dollars a ton (!)

- It will soon be time to revalue Bokan Mountain's already very high basket prices.

- According to Jack Lifton's TMR Report, Bokan already has the second highest Rare Earth basket price ranking in the world.

Ucore featured in daily coverage by Pope and Company this morning. http://ucore.com/PopeandCompany.pdf http://www.popecompany.com

[Dirkix]

Antwort auf Beitrag Nr.: 41.277.341 von Langstrumpf2 am 28.03.11 17:00:28

Na wenn der Papst uns schon empfielt...!

Kennt jemand den Laden? Mir wäre es lieber, Eric Sprott würde uns mal auf seine Empfehlungliste setzen!!!

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.277.487 von Dirkix am 28.03.11 17:20:24

Stimmt, das ware mir auch lieber. Pabst

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.278.439 von Langstrumpf2 am 28.03.11 19:50:50

Danke fürs Einstellen Langstrumpf.
Hat ja super gewirkt, deren Empfehlung.
Scheint ja ein richtiger Hammerbrief zu sein, mit ner riesen Schar an Lesern.
Weiter runter auf 0,91 CAD, -7%.
Das rumgeeiere ist langsam nervig.
Wann war doch gleich die Veröffentlichung des Komitees bzgl. der strategischen Metalle?

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.279.336 von Mikrokosmos am 28.03.11 23:10:04

Wenn du dieses H. R. 6160 meinst (To develop a rare earth materials program, to amend the National Materials
and Minerals Policy, Research and Development Act of 1980, and for
other purposes.), dann war das im September letzten Jahres + 6 Monate. Also Ende März oder im Laufe des Aprils.

Ohne jegliche News sind diese Kursbewegungen jedenfalls mehr oder weniger zufalls bedingt.

Freut mich jedenfalls, das ich nicht allein auf weiter Flur bin.

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.280.174 von Langstrumpf2 am 29.03.11 08:52:33

Hallo Lamgstrumpf,
Danke, genau das meinte ich.
Da sollte dann doch mal was kommen, in den nächsten Tagen.
Man merkt, dass in den Foren, weder in Kanada, noch in US was los ist.
Heisst jedoch nicht, dass Du alleine bist...;-)

[FaxenClown]

Zitat von Langstrumpf2: Freut mich jedenfalls, das ich nicht allein auf weiter Flur bin.

... bin auch da, aber halt momentan eher "still mitlesend". Gibt halt keine ZDF zu diskutieren ... und auch keine Leute mehr, die sich mit tollkühnen Schätzungen aus dem Fenster lehnen.

... ist wohl meine Schuld

MfG, FaxenClown

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.283.393 von FaxenClown am 29.03.11 16:06:37

Alter Scholli, MCP wieder knapp 8% im Plus mit 8 mio Stücken, krass.
Bei UCU kann man gut beobachten, wie der Roboter hin und herflippt. Immer mit 500 Stücken.
Sehr offensichtlich...

[Langstrumpf2]

Aus Stockhouse:

- This is a quote taken from Kaiser a few days ago comparing RUU with UCU. Now check RUU and UCU's market cap. I do hold both UCU and RUU.

- "Until Stans Energy can match its JORC compliant resource estimate with reliable individual rare earth oxide grades, the junior lags well behind Ucore Rare Metals Inc in the rare earth race to production"

[Langstrumpf2]

Ucore twittert so vor sich hin. Von Gestern:

- Ucore has made significant progress building relationships with government officials, particularly the State of Alaska.

- Under Resolution 16, passed by the Alaska State Legislature, Bokan is specifically named as a project to be supported. http://bit.ly/gf9rI3

- Bokan is noted in a recent letter from Governor Parnell to President Obama as an important HREE deposit in Alaska. http://bit.ly/eSXcNr

Alles insgesamt Wiederholungen von Dingen, die wir bereits wissen. Ich hoffe das bald mal dazu echte Neuigkeiten kommen.

[Langstrumpf2]

Twitterstunde:

- Prominent US newsletter writer Dennis Gartmann has just weighed in for the first time on rare earths.

- Dennis Gartmann's first article on REE's, released today, emphasizes dysprosium, dysprosium, dysprosium. Very good for Ucore Rare Metals.

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.301.508 von Langstrumpf2 am 01.04.11 09:23:15

Das könnte Schub geben...:-)

[Dirkix]

Antwort auf Beitrag Nr.: 41.301.773 von Mikrokosmos am 01.04.11 09:49:18

Auch das könnte Schub geben:

DY -- Dysprosium 640.0 USD/kg +100.00



Um wir haben im NI43-101 (der sich je nach Quelle nur auf 1/3 oder sogar nur 10 Prozent Teil des Assets bezieht) 1.064 TONNEN DY2O3!!!

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.302.504 von Dirkix am 01.04.11 11:09:11

Hallo Dirk,
danke für das Chart, Langstrumpf, kannst Du das mal bei Stockhouse einstellen, hab mein Passwort nicht mehr.
Das ist doch der Hammer, und UCU gurkt rum wie ein Mauerblümchen. Schmaler Umsatz, welcher den kursdrückern gerade recht kommt...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.308.124 von Mikrokosmos am 02.04.11 13:35:14

Würde ich ja gerne machen, wenn ich dazu einen Link hätte. Nervt mich auch ein bißchen dieses rumgegurke. Aber was solls, ich lass mich dadurch nicht irritieren.

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.308.124 von Mikrokosmos am 02.04.11 13:35:14

Ok, Eigenschaft der Grafik:

http://www.asianmetal.com/agent/charts.am?priceFlag=8&produc…

Hab es auf Stockhouse eingestellt.

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.308.308 von Langstrumpf2 am 02.04.11 15:27:19

Molycorp heute wieder heftig unterwegs, knapp 10% im Plus. Wahnsinn.
Wenn die Aufmerksamkeit erstmal auf UCU gelenkt wird, steht hier hoffentlich ähnliches Szenario an. Wichtig wäre jetzt endlich mal ein positives Zeichen der Regierung...

[FaxenClown]

Antwort auf Beitrag Nr.: 41.314.768 von Mikrokosmos am 04.04.11 16:15:19

... Molycorp hat aber auch 90% an der Estnischen Silmet gekauft. Ist einer der europäischen Schwergewichte in Sachen RE-Metalle.

Mfg & Sorry für´s OT! FaxenClown

[FaxenClown]

... ist das hier eigentlich bekannt?

Upcoming Events

Calgary Resource Investment Conference
April 9-10, 2011 Calgary, Alberta
Corporate Presentation
Saturday, April 9, 2011
11:30 AM in Workshop Room 3
www.cambridgehouse.com

---------------------------------------

Byron Capital Markets Ltd Electric Metals Conference
April 12, 2011 Toronto, Ontario

... hab nen Update-Checker auf die HP von Ucore angesetzt.

MfG, FaxenClown

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.315.342 von FaxenClown am 04.04.11 17:26:25

Update Checker ? Ein eigenes Tool ?

[FaxenClown]

Antwort auf Beitrag Nr.: 41.316.291 von Langstrumpf2 am 04.04.11 19:53:52

... nö, ein Firefox add on:

http://addons.mozilla.org/de/firefox/addon/update-scanner/

MfG, FaxenClown

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.316.612 von FaxenClown am 04.04.11 20:50:34

Danke FC, heute endlich mal wieder richtig Umsatz in Kanada.

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.316.729 von Mikrokosmos am 04.04.11 21:11:20

NEWS !!! ;-)

http://ucore.com/ucore-recovers-over-4000-metres-of-historic…

Ucore Recovers Over 4000 Metres of Historical Drill Core



April 5, 2011 - Ucore Rare Metals Inc. (TSX-V: UCU, OTCQX: UURAF), ("Ucore" or the "Company") is pleased to report that it has recovered several thousand metres of historical drill core related to its Bokan area rare earth project in Southeast Alaska.



During the course of recent field investigations, the Ucore team recovered numerous wellpreserved cores from diamond drill holes originally generated by Standard Metals Corporation in the 1970's. The drill cores were originally logged by Bendix Field Engineering Corporation for the US Department of Energy (Bendix Field Engineering Corporation, Report No. 78-245-E).



The historical core samples, pertaining to more than 70 holes and totalling more than 4,000 linear metres, have now been archived by Ucore. A significant portion of the samples appear to be mineralized and will be analyzed to determine rare earth mineralization in the area. Significantly, the samples pertain to locations situated to the northwest of the Dotson Zone, and outside of the areas delineated in the Company's recent NI 43-101 compliant resource.



The Company is additionally pleased to report that it has obtained an extensive database of information on the Bokan complex from Newmont Mining Corporation . The database includes drill core logs, maps, cross sections and chemical analyses unrelated to the Standard Metals drill activities. NEM was the last operator in the Bokan area during the 1970's. The data will assist the Ucore team in advancing exploration efforts in the area and will help to identify on-site targets for additional resources.



"This is a remarkable find for Ucore," said Jim McKenzie, President and CEO of the Company. "The Standard Metals core archive alone represents several million dollars of drilling in an area already earmarked by Ucore for investigation. In turn, this is a windfall that should greatly advance our understanding of the area at a small fraction of the cost of new drilling. Our intent is to carefully analyse and assay the core archive during the 2011 exploration season. Further, the extensive database delivered by Newmont is yet another substantial asset obtained for nominal outlay, which could prove invaluable to expanding the resource at Bokan."



Background



Ucore Rare Metals Inc. is a well-funded junior exploration company focused on establishing rare earth element (REE), uranium and other rare metal resources through exploration and property acquisition. With multiple projects across North America, Ucore's primary focus is the 100% owned Bokan - Dotson ridge REE property in Alaska.



The Bokan - Dotson ridge REE project is located 60 km southwest of Ketchikan, Alaska and 140 km northwest of Prince Rupert, British Columbia and have a direct ocean access to the western seaboard and the Pacific Rim, a significant advantage in expediting mine production and limiting the capital costs associated with mine construction. The properties are located in an area reserved for sustainable resource development with an existing road network providing access to the main target areas. REE mineralization at the Bokan-Dotson ridge-I&L zone project occurs in a well-demarcated vein system related to a Mesozoic Bokan peralkaline granitic complex. However, a number of other occurrences of REE mineralization are located within, or at the margins of the complex. Viewed in a geological and geophysical context, the Bokan complex is a distinctive circular structure and is highly prospective for rare earths.



For further information, please contact Mr. Jim McKenzie, President and Chief Executive Officer of Ucore Rare Metals Inc. at: [phone].

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.321.517 von Mikrokosmos am 05.04.11 15:54:57

Na endlich. Mal was neue. Hatte es gerade getwitterd bekommen:

- USGS (Report 2010–5220) stated in 2010 that the Mountain Pass (Molycorp) deposit contained 878 Metric Tonnes of Dysprosium Oxide

- Ucore's 43-101 Reported 3,669,000 Metric Tonnes (.5% TREO Cutoff) containing Dysprosium Oxide @ .29 kgs/tonne = 1,064 Metric Tonnes

- Ucore Recovers Over 4000 Metres of Historical Drill Core http://conta.cc/eVrvQu

- Metal Pages reports that the price of Dysprosium has just shot up approx. $100/ Kg.

- Dy traded for approx $30 /kg in 2002, and now trades at over $600 / Kg... a 2000% increase! Compare that to gold over the same period.

- Bokan has the largest 43-101 compliant Dy resource on US soil. Approx 70% of the value of HREE's (excluding Y) at Bokan comes from Dy alone.

- Dy has been earmarked by the USDOD as the most strategically important and critically threatened metal to the US (Dec 2010).

- New Video - Ed Schoenfeld discusses Jack Lifton/Ucore http://ucore.com/media

- 3 new videos featuring Ken Collison (Collison Minecon Inc.) discussing Ucore Rare Metals Bokan Mountain Project. http://ucore.com/media

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.323.796 von Langstrumpf2 am 05.04.11 20:42:18

super Infos langstrumpf, dem Kurs nutzt es leider nicht.
Ein Trauerspiel. Null Umsatz und 2% runter.

[Langstrumpf2]

businesswire.com/news/home/20110406006972/en/Comprehensive-R…

Geht da was ?

[Langstrumpf2]

Es twitterd vor sich hin:

- Join us this weekend at the Calgary Resource Investment Conference, April 9-10 (Sat-Sun) Booth #214. Register here: http://bit.ly/cEfT5j

- Senator Lisa Murkowski Speaks to TREM11 http://www.youtube.com/watch?v=1xHt2uFERWA

- Warner and Barker (1989 U.S. Bureau of Mines study) estimated that Bokan contains about 8.86 MM lbs of Beryllium oxide. http://bit.ly/guYjkc

- Beryllium is one of the strategic elements; it is mostly used as aerospace material.

- Anomalous concentrations of beryllium oxides are associated with REE mineralization; thus it could be exploited as a by-product.

- Dysprosium is from the Greek word “dysprositos”, meaning “hard to get”

Senator Murkowski Speaks to TREM11 http://www.youtube.com/watch?v=1xHt2uFERWA

- Sen. Murkowski is the ranking Senator on the Senate Energy Committee. She is one of the top advisors to the Senate on US energy policy.

- She thanks Ucore's Jim McKenzie in the video, since Jim introduced her at the the TREM conference in DC.

- Senator Murkowski won a historic write in vote in Alaska recently, the first such win by a US Senator since the 1950's.

- Sen. Murkowski is a big advocate for reviving a fully contained REE industry on US soil, and making Bokan a strategic component thereof.

- Lisa Murkowski is originally from Ketchikan, not far from Ucore's Bokan project on Prince of Wales Island, Alaska

[Dirkix]

Bokan hat 10,32 % TReo La2O3 und sogar 30% CeO2 oder anders die Preisentwicklung treffen 40% von Bokan:

Ce Metal +17,29%
Ce Oxide +23,26%

La Metal +21,77%
La Oxide +19,77%




http://www.metal-pages.com/metalprices/rareearths/

[FaxenClown]

Antwort auf Beitrag Nr.: 41.335.711 von Dirkix am 07.04.11 17:57:18

... jetzt müsstest du nur noch die FOB-Werte nehmen und nicht die China-Preise

Nicht´s für Ungut!

MfG, FaxenClown

[Langstrumpf2]

Twittertime:

- Many have asked us how UCU could "uncover" over 4000 m of historical drill core (PR Apr 5/11). Not something you just trip over in the field

- The core was discovered inside the hist. Ross Adams Mine @ Bokan. It was stacked inside an old mine tunnel & perfectly preserved for decades

- Drill core costs $700/metre to extract from scratch. So, this core is equivalent to about $3M in new drilling. Not a bad windfall for UCU

- The core needs to be analysed and assayed at this point, which can take a few months. We're hoping to have results by this summer.

- The core results could be invaluable in expanding our resource figures.

- http://t.co/58249KM3 new videos with Jack Lifton discussing HREE supply in USA plus Alaska's commitment to being American HREE capitol.

- http://t.co/58249KMLifton also tackles the story of "China Inc" and their relationship to the WTO. Some of our best Lifton interviews yet.

[Dirkix]

Und täglich grüsst das Murmeltier:

Dy Oxide 700.00 USD/kg +60.00 USD

[Langstrumpf2]

http://watch.bnn.ca/#clip448938

Lifton zu Ucore und GWG

[Dotterkopf]

Antwort auf Beitrag Nr.: 41.346.299 von Langstrumpf2 am 10.04.11 21:40:51

Dass jemand im Stollen seine Ostereier versteckt, klingt für mich eher nach einem Aprilscherz.

Wie dem auch sei, hoffen wir mal, dass der glückliche Zufallsfund dem Kurs wieder zu Schwung verhilft!

[Langstrumpf2]

http://fulltextreports.com/2011/04/14/crs-rare-earth-element…

Mühsam ernährt sich das Einchhörnchen. Langsam aber sicher nähert sich die Entscheidung der Amerikaner.

"...Congress awaits the release of the overdue assessment by DOD of the rare earth supply chain...."

Das könnte wir unser Spiel hier endlich der gewünschte Durchbruch sein.

[Langstrumpf2]

Mike Coffman’s Armed Services Committee

http://seekingalpha.com/article/263410-rare-earth-miners-tak…

"If passed, Colorado Rep. Mike Coffman’s Armed Services Committee member’s bill - dubbed “Restart” - will certainly help the native REE companies in a stockpiling initiative. But I see that as having a more transformative impact on some of the smaller heavy rare earth plays like UURAF - which has an Alaska property abundant in those heavies most … - and less on a LREE play like MCP. "

[Jackl24]

Hallo @all,

schon bekannt ??

Senator Lisa Murkowski
by Ucore Rare Metals

http://vimeo.com/22087669

schönes WE
Jackl24

[Langstrumpf2]

businessworld.in/bw/2011_04_16_The_Rare_Advantage.html

[Langstrumpf2]

http://ucore.com/UCore_april11.pdf

Eine Empfehlung, von .... Keine Ahnung wer das ist. Sehr entfernt von den urspruenglichen Erwartungen. Ich denke zu diesem Kurs werde ich morgen eine Verkaufsorder auf den Weg bringen und dann warten.

[FaxenClown]

Antwort auf Beitrag Nr.: 41.386.205 von Langstrumpf2 am 18.04.11 22:18:10

... der Hallgarten-Report über Rare Earth in 2010 war jedenfalls nicht schlecht.

Die Vorstellungen von Hallgarten mit 12m-Ziel bei 1,30$ sind zwar konservatív, aber in Anbetracht des Projektstandes und ohne konkrete Übernahmephantasien nicht ganz abwegig.

Hinter die NI43-101 haben wir ja schon einen Haken dran Aber da muss mehr von UCore kommen.

MfG, FaxenClown

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.386.448 von FaxenClown am 18.04.11 23:18:33

Hmm, also wenn du dazu sehr konservativ sagst, dann gibt es ja noch Hoffnung. Ich hoffe, das es wenigstens eine Entscheidung vom DOD gibt. Ich denke darauf warten viele.

[Dirkix]

Dr. Mariano, wohl ein bekannter US-Geologe hat zwei Möglichkeiten durchkalkuliert, wie die Knappheit beseitigt bzw. Autarkie hergestellt werden könnte. Beide Lösungen dürften uns freuen:
it is either Moly and Ucore, or Rare Element Resources and Ucore

The Best Solution to American Self-Sufficiency in Rare Earths

I recently received a copy of a letter from Dr Anthony Mariano to one of his mining clients. That client and Dr Mariano have graciously allowed me to reproduce the letter, and I would like all of you to read it before I discuss its contents and make some comments on its conclusions.





Dr Mariano is certainly the most senior and experienced rare earth geologist still practicing in the USA. He continues to travel the world exploring (prospecting) for deposits of rare metal ore bodies as if he were in his 40’s, not at all acting as if he has just turned 80. I personally have shared many a stage with Dr Mariano, and I think there is no one today with a more encyclopedic knowledge of the world’s rare earth deposits. I know very few men who have visited so broad a range of Chinese deposits. “Tony” actually did so most recently of anyone I know. This gives great weight, for me, to his graph above comparing China’s rare earth deposits to those of Molycorp and Ucore. I completely agree with him that the best possible move for the USA would be the simultaneous development of both a LREE deposit such as Molycorp’s at Mountain Pass, California, and the HREE deposits at Bokan Mountain, near Ketchikan, Alaska. Such combined development would make the USA self-suffcient in the critical rarw materials for the industrially most important of the rare earth permanent magnets, the dysprosium modified neodymium iron boron types, and it would make our military demand for samarium-cobalt magnets, satisfiable from American resources of samarium (and either Canadian cobalt or cobalt produced in Idaho or Michigan).

Its difficult to talk about the economics of rare earth mines as free standing businesses, because, due to their high start-up costs, they are not likley to be economical as sellers of ore concentrates. Rare earth mining ventures to be successful must add value to their rare earth ore concentrates by doing one or more of the following value adding processes:

1.) extracting the undifferentiated metals from the ores,
2.) separating the individual rare earth metals from each other,
3.) purifying the resulting separated chemical compiunds,
4.) producing high purity metals,
5.) forming alloys,
6.) fabricating forms from those alloys,
7.) producing magnets and battery components from the alloys,
8.) and assembling the active components so produced into finished goods such as motors, generatorss, batteries amd the like.

Many, if not all, of the above value adding steps are not normally done by mining operations, so learning how to do them is usually more expensive than having others who are already experienced do them.

However if a stand-alone rare earth mining venture is to be profitable and competitive (i.e., be a low cost prodcuer) it must add value to its ore concentrates until it acheives enough value added to have a profit margin.

In the near term in the USA this can be achieved only thru government subsidies of both capital and research or though vertical integration of the mining operation into an existing supply chain or into an industrial company that can develop or acquire the missing componnets for adding enough value to achieve profitability.

All supply chains begin at the mine. America’s choices for self suffciency domestically are very narrow at that point, the beginning, in the supply chain. It’s either Molycorp and Ucore or Rare Elelment Resources and Ucore. The choices must be made now.

http://seekingalpha.com/instablog/65370-jack-lifton/162903-t…

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.420.284 von Dirkix am 28.04.11 00:17:42

Danke, Dirk. Es ist hier anzumerken, dass Mariano letztes Jahr zur Besichtigung auf Bokan Mountain gewesen ist. Ich meine sogar, er wird von Ucore bezahlt.

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.420.284 von Dirkix am 28.04.11 00:17:42

Hoffen wir, dass die Amis mal bald aus dem Quark kommen, bzgl. ihrer Sicherung der strategischen Metalle...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.424.006 von Mikrokosmos am 28.04.11 16:12:19

Dr. Anthony Mariano, Consultant Leading authority on Rare Earth (Molycorp, Neo Materials)

Nur so zur Info.

[Keeny2]

Diese Mariano-Story ist ja ganz interessant ... aber auch schon wieder ein paar Tage alt, erklärt also auch nicht den gestrigen Schub von +13,5% (CAD).

Hat jemand noch andere, aktuelle News?

[Langstrumpf2]

http://www.commodities-now.com/component/attachments/downloa…

ernst & young report

Könnte je nach Erscheinungsdatum eine Erklärung für den Sprung am Mittwoch sein. Bitte mal lesen, ist höchst interessant.

[Keeny2]

Antwort auf Beitrag Nr.: 41.432.304 von Langstrumpf2 am 29.04.11 21:21:58

Vielen Dank, wirklich ganz interessant ... ist aber nicht Ucore-spezifisch, sondern stärkt den HREO-Explorern allgemein den Rücken. Legt dabei vielen anderen Projekten (vor allem der LREO-Fraktion) die Finger in die Wunden (z.B. eingeschränktes Demand-Window, Wettbewerb um das Funding, hohe Capex-Kosten infolge komplexer Mineralogie und mangelnder Infrastruktur, etc.).

Auch für Ucore wird die Frage nach einem starken Partner eine entscheidende für die zukünftige Entwicklung. Das wird auch ganz im Interesse der Regierung sein.

[Langstrumpf2]

Endlich mal was neues zu Ucore: petroleumnews.com/pntruncate/900419435.shtml

[Keeny2]

Nach einigen Wochen Ruhepause ziehen heute die REO-Preise wieder etwas an (siehe http://www.asianmetal.com/partner/peleMountain.html).

Und die Diskussion über Übernahmen im REO-Explorer-Umfeld flammt wieder auf (siehe http://www.cnbc.com/id/42903120).

Alles keine schlechten News für Ucore ...

[Jackl24]

Hallo @all,


Aktuelle Zusammensetzung
Solactive Rare Earth Performance-Index (DE000A1DKN27)
Der Solactive Rare Earth Index bildet die Kursentwicklung der maximal 15 größten börsennotierten Unternehmen ab, deren Hauptgeschäftstätigkeit in der Exploration, dem Abbau, der Investition in seltene Erden und/oder der Investition in reine „Selteneerdenminen“ liegt und ist somit Gradmesser für diesen Markt. Der Index wird als Performance-Index in USD berechnet. Die Commodity Capital AG ist als Index-Advisor für die Erstellung des Auswahlpools der in Frage kommenden Unternehmen verantwortlich. Der Solactive Rare Earth Index wird vierteljährlich im März, Juni, September und Dezember angepasst. Die Gewichtung der Indexmitglieder erfolgt nach Marktkapitalisierung, wobei die prozentuale Gewichtung einzelner Indexmitglieder auf maximal 25 Prozent beschränkt ist.
Bei der ordentlichen Anpassung im März wird folgende Änderung vorgenommen:

UCORE RARE EARTH INC wird neu in den Index aufgenommen.

http://www.structured-solutions.de/aktuelle-zusammensetzung.…

wäre schön, wenn jemand die Tabelle einfügen könnte.....

Jackl24

[FaxenClown]

Zitat von Jackl24: wäre schön, wenn jemand die Tabelle einfügen könnte.....

Jackl24

... ist etwas schwierig, da es keine Grafik, sondern eine HTML-Tabelle ist.

Müste Jemand mal einen Screenshot uploaden (würde ich gern, kann ich aber atm nicht)

MfG, FaxenClown

[Langstrumpf2]

News:

http://ucore.com/ucore-releases-2011-mine-scoping-and-resour…

[Mikrokosmos]

Antwort auf Beitrag Nr.: 41.478.797 von Jackl24 am 10.05.11 14:37:17

NEWS!

http://ucore.com/ucore-releases-2011-mine-scoping-and-resour…

Ucore Releases 2011 Mine Scoping and Resource Development Plan

May 10, 2011

Ucore Rare Metals Inc. (TSX-V:UCU, OTCQX:UURAF; “Ucore” or the “Company”) is pleased to announce the 2011 exploration and development agenda for the Bokan-Dotson Ridge rare earth element (REE) project in Southeast Alaska (“Bokan”). The comprehensive program continues under the management of Ucore’s wholly-owned U.S. subsidiary Rare Earth One, LLC. The 2011 operations will focus on characterizing the area’s heavy REE-rich mineralization while aggressively expanding project scope and advancing operations toward producing mine status as quickly as possible.

The 2011 agenda relies in part on the recommendations of a recently completed independently NI 43-101 compliant resource estimate for the area (see Ucore press release: March 7, 2011), as well as a comprehensive new 3-D model of the area’s REE mineralization, now available on the Company’s website (see: www.ucore.com).

The 2011 program has an overall objective of significantly enlarging the size of the existing Inferred Resource by drilling at greater depth, in addition to upgrading the previously released Inferred Resource to an Indicated classification via infill drilling. Ucore’s management has approved an expenditure of US$8 million for the overall 2011 field program, comprising 12,000 linear metres of new drilling.

“This is the most ambitious exploration and development program undertaken by Ucore to date at Bokan,” said Jim McKenzie, President and CEO of Ucore. “Our highest priority is on the advancement of a prospective mine as quickly as possible. This means targeting more than three times the amount of drilling that we’ve undertaken in prior years, more sub surface work via a proposed adit, and the acceleration of metallurgical work to generate effective ore separation and processing regimes. Our overall objective is to take the project to bankable feasibility within 24 months; an aggressive but very achievable target, given Bokan’s remarkable advantages of superior access, prior workings, and prior successful metallurgical findings already on hand.”

Ucore has retained Aurora Geosciences Alaska Ltd. of Juneau, Alaska, to oversee field operations and diamond drilling. The Company has retained the services of Collison Minecon Inc. of Vancouver, British Columbia for the purpose of early stage mine scoping and engineering work. Kent and Sullivan Inc. of Anchorage, Alaska and Amerikanuak Inc. of Juneau, Alaska, have been mutually engaged to initiate the collection of baseline environmental data required for the permitting of prospective mining operations, and to advise on federal and state level permitting issues on a go forward basis. Melis Engineering Ltd. of Saskatoon, Saskatchewan, has been retained to supervise bench and bulk scale metallurgical work, in cooperation with Hazen Research Inc. of Golden, Colorado. The mine engineering, environmental assessment and metallurgical work are anticipated to contribute to an NI 43-101 compliant Preliminary Economic Assessment (“PEA”), scheduled for completion in 2011.

An area of focus in 2011 will be the advanced mineralogical and metallurgical study of Bokan mineralization. Analysis pertaining to the efficient separation and extraction of target rare earth minerals is now in progress, with the aim of developing an efficient and cost effective metallurgical processing flowsheet. Bench scale test work is currently under way at Hazen Research (see Ucore press release: October 22, 2010), and a larger scale (60 ton) bulk sample from the Dotson Zone will be obtained and processed for analysis during the 2011 season.

In order to advance project development into the sub surface, permitting to access the Dotson Zone via an exploration adit has now been initiated. The adit will provide all season drill access and improved locations for collaring holes intended to extend the deposit at depth. The adit will also be used to access bulk sample material for testing. Early stage work required to fulfill the environmental regulatory requirements of a proposed mine operation is already in progress.

Recently recovered historical drill cores from the Bokan complex are now being readied for analysis (see Ucore press release: April 5, 2011). Select core has been logged by geological and radiometric methods, and will be sent for chemical assay, with results anticipated during the 2011 exploration and development season.

gefällt mir...12000m Drillings. Soviel wie niemals zuvor.

[dieterB]

Antwort auf Beitrag Nr.: 41.479.217 von FaxenClown am 10.05.11 15:32:59

[dieterB]

Antwort auf Beitrag Nr.: 41.479.931 von dieterB am 10.05.11 17:05:30

[FaxenClown]

Antwort auf Beitrag Nr.: 41.480.029 von dieterB am 10.05.11 17:17:54

Danke für´s Einstellen!

By the way: Mein "Kalkulator für alles was mit REE zu un hat sagt", dass UCore in etwa mit 1% in dem Zerti gewichtet ist (jedoch alle Kurse auf EUR-Basis, nicht in USD in welchen das Zerti / der REO-Explorer Basket berechnet wird).

MfG, FaxenClown

PS zur News: Haut mich bis auf den Umfang des Bohrprogramms - welcher die Sicherheit der Resourcenschätzung - deutlich erhöhen wird (derisking), die 60t bulk sample und dass man sich um die Umweltschutzregelung "bereits kümmert" nicht besonders vom Hocker ... ist halt eher "Vergangenheitsbewältigung" ... keine konreten Ankündigungen mit Erwartungszeiträumen

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.480.525 von FaxenClown am 10.05.11 18:29:18

Ich sehe das anders. Hier macht sich eine moegliche Braut huebsch. Das ist meine Wette und nichts anderes mehr.

[Langstrumpf2]

Zu Goldman:

seekingalpha.com/instablog/839763-investingadvicebygeorge-bl…

[Langstrumpf2]

Good old Jack:

highgradereview.com/rare-earth-metals-bubble/

[Langstrumpf2]

Strategic Acquistions By Jeb Handwerger

http://ucore.com/E%20Daily%20Bulletin%20MCPLYSUCU%205-5-11.p…

Kennt einer den Laden ?

Kauf unter 1Cad, Ziel 5Cad, Stop Los 0,60Cad.

[Dirkix]

Wer dachte, bei 720 sei eine Fahnenstange erreicht muss sich eines besseren belehren lassen. Damit dürfte die Studie der Goldsäcke an den Märkten an Gewicht verlieren, hoffentlich verlieren die Säcke endlich mal an Glaubwürdigkeit. *

Dysprosium Oxide 99% FOB China 970.00 USD/kg +250.00




IMO war das ganze von Goldman ein abgekartetes Spiel:
Indem man den ganzen RE-Sektor abstuft konnte man schön short gehen und dann wurde sich schön fett eingedeckt. So wie George Soros 2010 auf dem Gipfel in Davos. Da spricht er von einer Goldblase und deckt sich gleichzeitig klammheimlich fett ein, nachdem er genügend Kleinanleger verunsichert hatte und er Goldpreis Konsolidiert hat. Jetzt ist er angeblich mit FETTen Gewinnen raus aus Gold und wieder Kurs runter. GS macht nun das gleiche Spiel!!!

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.541.884 von Dirkix am 23.05.11 13:14:42

Wieviel Dy hat Ucore nochmal, ach ja so ca. 1.000t. Ne Menge Holz. Und das nur in der Dotson Zone. Ich gehe davon aus, das dieses Jahr noch die Ergebnisse hoehere Mengen ergeben werden.

Diese Studie von Goldman, na ja, das wussten wir doch gleich, das das Bloedsinn ist.

[Langstrumpf2]

http://www.asianmetal.com/price/initPriceListEn.am?priceFlag…

Die Preisentwicklung ist wirklich beeindruckend.

[Langstrumpf2]

Parnell to Feds: Inventory Alaska's rare earth elements
Alaska Dispatch | May 24, 2011

http://www.alaskadispatch.com/article/parnell-feds-inventory…

http://www.alaskadispatch.com/sites/default/files/Chu.pdf

[Langstrumpf2]

Senators Introduce Bipartisan Bill to Improve Critical Minerals Supply Chain

http://energy.senate.gov/public/index.cfm?FuseAction=PressRe…

[ernestokg]

Die Übertreibungs-Phase nach der Rare Earth Investmets scheint sich dem Ende zu näheren. Der Chart hier spricht für sich !
Kann mir beim besten Willen nicht vorstellen, dass von den über 125 Firmen die Rare Earth in den nächsten Jahren auf den Markt werfen wollen, viele angesichts der bekannten Dominanz Chinas ( wenn es hart auf hart kommt senken die auch über Nacht wieder kräftig die Preise ) übrig bleiben werden. Vielleicht schaffen die hier dieses Kunststück !

[Jackl24]

Antwort auf Beitrag Nr.: 41.579.047 von ernestokg am 31.05.11 08:21:57

Hallo,

Bei über 1 Milliarde Einwohner ist China einer der Zukunftsmärkte, China hat über 4 Billionen $ Staatsüberschüsse die sie zum großen Teil in Rohstoffe und Rohstofffirmen investieren. Die Langfriststrategie die China betreibt heißt für mich, sich ausländische Rohstoffe zu sichern um heimischen Resourcen zu schonen. Wenn der Einfluss auf die ausländischen Resourcen groß genug ist, können die auch wieder die Preise diktieren. Bei 4 Billionen $ Staatsüberschüsse wird dies sicherlich in nicht allzu ferner Zukunft möglich sein.

In anbetracht der Klimaschutzziele, dem langfristigen Ausstieg aus dem Atomzeitalter ist langfristig für mich kein Grund zu sehen warum hier ein Preisverfall eintreten sollte.

Gruß
Jackl24

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.579.047 von ernestokg am 31.05.11 08:21:57

Bitte mal diesen Artikel von Jack Lifton lesen:

http://www.techmetalsresearch.com/2011/05/in-xanadu-did-gold…

What I think is that of the more than 220 listed rare-earth junior miners outside of China that my colleague Gareth is tracking as of April 2011, there will now be a cull. If rare-earth pricing requires that one must produce high-purity metals to provide a minimum return on the needed investment to develop a mine, then perhaps a dozen of these ventures will survive even until 2013. If it is necessary to produce alloys from which rare-earth permanent magnets can be formed, in order for a rare-earth miner to be profitable, then only at most half a dozen will survive and then only if they can produce the alloys in-house.

[ernestokg]

Hab es mal überflogen aber bezüglich Ucore eigentlich nichts relevantes gefunden.Von Lynas , das war mal mit Abstand meine grösste Position trenne ich mich nach und nach schon seit vielen Wochen , immer wenn es dort hochgeht , danke Dir jedenfalls dass ich da bestätigt wurde !
Nur so recht mag ich meine Lynas Gewinne ( kaufte das meiste Nov- Dez. 08 ) zumindest jetzt auch noch nicht hier investieren, denn der Kurs zieht auch heute schon wieder nach Süden. Wo und wann wird der Boden erreicht sein ? Glaubt Ihr wirklich dieser Wert wird den vom Meister vorausgesagten Niedergang der meisten Rare Earth Werte überleben und warum ?
Zur Zeit sind zumindest in den USA nur Investments gefragt die schnellen Gewinn versprechen !

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.584.334 von ernestokg am 31.05.11 19:38:06

Auf dem Lynas Thread biste nicht viel in Erscheinung getreten. Nebenbei, ich hatte auch Lynas und hatte mich ein bisschen zu frueh davon getrennt. Aber mit gutem Gewinn. Und der steckt jetzt zu 66% in GWG und der Rest hier in UCU. Lies noch den Ernst&Young Report ein paar Seiten frueher. Hier kommt der HREES eindeutig besser weg. Jedenfalls ist das meine Meinung.

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.585.318 von Langstrumpf2 am 31.05.11 21:34:41

Auf jeden Fall wird es etwas dauern. 2-4 Jahre. Aber wie eine Mannheimer Gruppe meinte, "Der Weg wir hart und steinig sein....", oder so aehnlich. Jedenfalls waere ich froh, wenn hier wieder mehr Action rein kommt. Dieser one-man Thread ist irgendwie anstrengend. Also wuensche ich mir mal viel Glueck und natuerlich allen anderen auch.

[FaxenClown]

Zitat von Langstrumpf2: Dieser one-man Thread ist irgendwie anstrengend.

... ja, hier war vor der NI43-101 deutlich mehr los. Aber eine "Dümpelposition" halte ich hier noch, auch wenn´s momentan wo anders spannender ist.

Mal sehen, wann hier mal wieder was greifbares kommt.

MfG, FaxenClown

[Langstrumpf2]

http://ucore.com/D%20Daily%20Bulletin%20UCORE%205-25-11.pdf

Ucore is embarking on an aggressive 2011 exploration program
to fast track this mine as quickly as possible. They are increasing
their drilling by three times so they can get this to feasibility in under
two years. Ucore is still being overlooked. I consider this deposit an
undiscovered gem. Over the next 24 months Ucore can possibly make
leaps, but I am waiting for a confirmed break of this current
downtrend and for Ucore to regain its 200 day moving average.

10) Hold Ucore (TSX.V:UCU; OTCQX:UURAF) Under $1
Target $5 (2-15-11)

[Langstrumpf2]

Was ist eigentlich mit den anderen Projekten ? Elliot Lake, Greater Newfoundland, Sandybeach Lake and Lost Pond. Davon hört man überhaupt nichts oder weiß jemand hier irgendetwas darüber ?

[Langstrumpf2]

Parnell calls on feds to increase rare earths effort

http://www.alaskajournal.com/stories/052711/loc_pcofti.shtml

"Rare earth minerals are critical to our economy, military, and particularly important to renewable energy development," Parnell said in his letter to Energy Secretary Steven Chu . "While I appreciate the most recent response from Secretary Salazar to my inquiries that the USGS will begin a nationwide survey of rare earth deposits in 2013, I would like to see the USGS participating now with the State of Alaska in the statewide inventory that the Department of Natural Resources will start conducting this summer."

[Langstrumpf2]

investingadvicebygeorge.blogspot.com/2011/06/ucore-uuraf-and…

[Langstrumpf2]

Ein grossartiger Tag fuer Ucore.

naturalresources.house.gov/UploadedFiles/SullivanTestimony06…

naturalresources.house.gov/Calendar/EventSingle.aspx?EventID…

[Jackl24]

Guten Morgen @all,

http://www.minenportal.de/artikel.php?sid=39085&lang=en#Ucor…

Jackl24

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.605.596 von Jackl24 am 06.06.11 08:28:46

Morgen,

das hatte ich auch heute in meinem Posteingang:

http://ucore.com/ucore-acquires-new-strategic-rare-earth-pro…

The initial assay results indicate mineral concentrates containing 5% to more than 30% combined valuable metals, with a total rare earth element (REE) content ranging from 1% to 8%. The samples additionally show high heavy REE content, generally ranging between 20% and 30% of total REE’s, and high content of the strategic metal dysprosium (Dy ranges from 2 to 5% of the total REE content). A summary of assay results from the 2008 drill program at the Dotson Zone are available at the following link:

http://ucore.com/ray-mountains-assay-summary-may-2011.pdf

“The State of Alaska has shown tremendous support for Ucore and our plan to expedite the development of America’s preeminent heavy REE asset at Bokan Mountain, Prince of Wales Island,” said Jim McKenzie, President and CEO of Ucore. “With this in mind, we’ve elected to even further invest in Alaskan REE exploration and development. With the Ray Mountains acquisition, we’ve now covered what we believe to be two of the most prospective remaining REE exploration targets. We expect Bokan to become an important source of heavy REE’s to the U.S., and we’ll now begin to evaluate the Ray Mountains property to this end as well.”

MfG
Langstrumpf2

[Dirkix]

Also solche Charts hab ich selten gesehen, Verdreifachung der Preise in weniger als 3 Monaten, und die Unternehmen des Sektors krauchen seit Wochen 50% unter ath herum:

Dy-Oxide:


Tb-Oxide:


Schade, dass durch diese beschissene Golman Studie immer noch die Kurs im Keller sind, aber IMO könnte dadurch die Explosion nur noch heftiger ausfallen...!

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.612.476 von Dirkix am 07.06.11 11:27:43

Ich denke auch, das die Kurse von verschiedenen Firmen ein enormes Nachholbedarf beim Kurs haben. Ucore meiner Meinung nach ganz besonders, da die staatliche Unterstützung für das Projekt immer mehr Konturen annimmt. Lassen wir uns überaschen.

[Langstrumpf2]

[urlhttp://www.emfis.de/global/global/nachrichten/beitrag/id/Uco…[/url]

Ucore erwirbt zusätzliche Seltene-Erden-Liegenschaft
Hammonds Plains 07.06.2011 (www.emfis.com) Ucore Rare Metals meldete am gestrigen Montag, dass man in der nördlichen Ray-Mountain-Region in Zentral-Alaska zusätzliche Ländereien akquiriert hat, um die vorhandenen Ressourcen an Rare Elements mittel- bis längerfristig deutlich zu erhöhen.

Insgesamt umfasst das neu erworbene Gebiet, welches von der Regierung für die Erschließung von Seltenen-Erden-Vorkommen frei gegeben wurde, 11.400 Acres. Probe-Bohrungen haben ergeben, dass sich die Rare-Earth-Ressourcen zum Großteil nahe der Erdoberfläche befinden, was einen späteren Abbau natürlich erleichtert und verbilligt. Lediglich die schwereren Seltenen Erden befinden sich tiefer im Boden. Da jedoch gerade diese Metalle gegenwärtig sehr teuer sind, dürfte sich die Förderung – Preis-Stabilität vorausgesetzt – ebenfalls lohnen.

Hohe Konzentration an Seltenen Erden

Zudem haben die bisher durchgeführten Explorations-Bohrungen eine üppige Konzentration an metallhaltigen Mineralien im Allgemeinen und an Seltenen-Erden-Oxiden im Besonderen aufgezeigt. Die Liegenschaft enthält nach den bisherigen Ergebnissen zwischen fünf und über 30 Prozent Gestein mit diversen wertvollen Metallen. Der Gehalt an Seltenen Erden schwankt zwischen einen und acht Prozent. Davon wiederum sind zwischen 20 und 30 Prozent den strategisch wichtigeren schweren Seltenen Erden zuzuordnen. Insgesamt gesehen scheinen die zusätzlichen Ländereien damit durchaus viel versprechend zu sein.

Obwohl die Nachricht tendenziell positiv zu werten ist, drän…

Also ich gehe eher von einer Bodenbildung aus.

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.613.370 von Langstrumpf2 am 07.06.11 13:59:03

http://www.emfis.de/global/global/nachrichten/beitrag/id/Uco…

[Langstrumpf2]

http://www.alaskadispatch.com/article/canadians-buy-thousand…

Das gleiche Thema, aber wesentlich interessanter.

Curt Freeman, a geologist and owner of the Fairbanks-based mineral exploration company Avalon Development Corp., said Ucore's latest acquisition is a sign that industry is responding favorably to the state's encouragement as well as renewed federal interest.
"Certainly there's cognizance at the federal level that we are very much dependent on these elements for military as well as civilian applications," Freeman said. "The demand is up, the prce is up and the supply is limited."

"How does Alaska play in that? Alaska is relatively well endowed with minerals, there's just not a lot of activity," he said. "The state's encouragement of this industry is the kind of thing companies from Outside are looking for."

[Langstrumpf2]

http://seekingalpha.com/article/273685-china-maintains-firm-…

.............
While citing the Bokan Mountain Deposit as the most advanced project in Alaska, he proposed an immediate initiative combining federal and state governments in the speedy development of Alaska’s vital rare earth resources. He cited the Bokan Mountain Project as unusually rich in all of the heavy rare earths so vital to our high-tech industries. From the random reports in The Wall Street Journal and Barron’s, I can only surmise that Washington is finally beginning to wake up to the fact that we must take an expedited proactive approach to secure our own sources of rare earths................

[ernestokg]

Antwort auf Beitrag Nr.: 41.612.476 von Dirkix am 07.06.11 11:27:43

Offensichtlich geht der Aktienmarkt davon aus,dass uns demnächst wieder eine Krise wie 2008 droht ! ausgelöst z.B. durch die Pleite Griechenland, Nichteinigung über das US Budget usw , usw !

Nicht umsonst fallen mittlerweile auch Goldminen um 10 % täglich !

Ob man im Falle einer wirklich großen neuen Weltwirtschaftskrise dann noch neue Rare Earth Förderer braucht ?

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.626.508 von ernestokg am 09.06.11 14:20:04

Witschaftskrisen habe alles etwas gemeinsam. Irgendwann sind sie vorbei.

[Langstrumpf2]

Ucore Comments on Dysprosium Price Gains

http://www.marketwire.com/press-release/ucore-comments-on-dy…

....According to Metal-Pages.com, the spot price for dysprosium oxide is currently $1490/kg, a more than four-fold increase since the beginning of 2011. The record highs are the result of recent strategic changes by the central authorities in Beijing, including more stringent environmental regulations, the sharp reduction of export quotas, and the government mandated consolidation of producing rare earth mines in China.....

[Langstrumpf2]

http://www.raremetalblog.com/2011/06/china-to-set-up-strateg…

China To Set Up Strategic Reserve For Heavy Rare Earths
June 15, 2011 (Source: WSJ) -- China plans to set up a strategic reserve for heavy rare earths in what would be another step towards protecting key resources and ensuring supplies for the domestic market, people with direct knowledge of the plan said.

The plan, which hasn't yet received final government approval, would likely reduce volumes for export and boost rare earth prices.

It also would follow an approval in 2009 to build strategic reserves of light rare earths in China's Inner Mongolian Autonomous Region. That plan is supposed to be undertaken by Inner Mongolia Baotou Steel Rare-Earth (Group) Hi-Tech Co. (600111.SH), the country's largest rare-earth producer by output.

China has started research and preparation for the latest plan, according to the people, who declined to be named due to the sensitivity of the issue.

The stockpiling of heavy rare earths would be led by big state-owned companies and implemented on a national basis, generally repeating the formula used for the light rare-earth reserves, the people said.

"Hopefully the plan will be finalized this year," one of them said.

Rare earths, comprising 17 elements, are a key material for making many high-tech products and are generally classified as heavy--or ion-absorbed--and light. Heavy rare earths are found mostly in the southern Chinese provinces of Jiangsu, Fujian and Guangdong while light rare earths are largely found in Inner Mongolia.

According to a statement issued by Baotou Rare Earth in 2009, the Inner Mongolian regional government and the Baotou municipal government would each chip in CNY10 million to subsidize the reserve stockpiling. The remaining funds would come from Baotou Iron & Steel (Group) Co., although further details weren't disclosed.

China is considering a plan to allocate a large amount of capital to subsidize companies that store up heavy rare earth resources, one of the people said. He didn't specify the exact amount.

MfG
Langstrumpf

[Boersenkrieger]

bookmark

[Langstrumpf2]

http://seekingalpha.com/article/275755-chinese-academic-s-ra…

“Unless the rest of the world now shifts its focus to the production of heavy rare earths and their stockpiling, then by 2015 at the latest, there will be virtually no HREEs available outside of Chinese control, and thus, any manufactured product requiring a HREE will by necessity have to be made within China by a manufacturer who is either Chinese or has access to quota ultimately issued by the Chinese authorities.”

[ernestokg]

Leider trägt der Thread den falschen Namen !

Seit März muss es heißen:

Ucore stürzt ab !!!

Warum nur ?

Leider weis ich es nicht !

Habe mir dennoch eben einige ins Depot gelegt !

[Dirkix]

Antwort auf Beitrag Nr.: 41.712.551 von ernestokg am 28.06.11 19:44:18

Naja, schein kein Ucore-spezifisches Problem zu sein, GWG ergeht es auch nicht viel besser:

Einfaches Einfügen von wallstreetONLINE Charts: So funktionierts.

Völlig pervers, Dysprosium steigt auf 1.500 Dollar und die IMO aussichtsreichsten near term Produzenten geben 40 - 50 Prozente ab...

[ernestokg]

GWG ist ja auch keine ernst zu nehmende Firma !
Was haben die denn schon ?
Habe davon fast alle verkauft !
Und der Kursverlauf gab mir Recht !

[Dirkix]

Antwort auf Beitrag Nr.: 41.713.821 von ernestokg am 29.06.11 07:06:24

GWG ist ja auch keine ernst zu nehmende Firma !
Worauf stützt sich hierbei deine doch recht gewagte These zu Great Western? Gern per BM oder vielleicht noch besser hier OT, sind bestimmt einige GWG-ler am mitlesen und interressiet warum die nicht ernstzunehmen sind...!

[FaxenClown]

Antwort auf Beitrag Nr.: 41.717.223 von Dirkix am 29.06.11 15:19:52

... och, mich hätte es auch interessiert.

MfG, FaxenClown

[Langstrumpf2]

http://www.gwmg.ca/html/media/news/index.cfm?ReportID=203399

Werden wertlose Unternehmen neuerdings in den Russell Index aufgenommen ?

Sorry fuer OT. Nichts fuer Ungut, stoert mich nicht Langstrumpf.

[Krawallo29]

Antwort auf Beitrag Nr.: 41.717.657 von FaxenClown am 29.06.11 16:12:55

Und mich erst...

[Langstrumpf2]

http://www.theglobeandmail.com/globe-investor/investment-ide…

Picks

Mr. Hykawy has four ‘buy” recommendations in the sector, companies he thinks will be in a position to get rare earths on the market fairly quickly and whose shares still have room to move up. All trade on the TSX or TSX Venture exchange.

Among these are Rare Element Resources Ltd., (RES-T10.19-0.19-1.83%) a Vancouver-based company with a deposit in Wyoming that has “available infrastructure in a good mining jurisdiction,” Mr. Hykawy said. Halifax-based Ucore Rare Metals Inc., (UCU-X0.57----%) which has an Alaskan project that could get support from the U.S. government, and Luxembourg-based Frontier Rare Earths Ltd., (FRO-T1.95-0.05-2.50%) with a large South African deposit, are also on his list.

His top pick is Saskatoon-based Great Western Minerals Group Ltd., (GWG-X0.650.011.56%) which is expected to begin producing rare earths within the next two years from its Steenkampskraal mine in South Africa. With a very high grade of rare earth ore, and the facilities to process it, the company is in great shape, he said.

[Langstrumpf2]

http://watch.bnn.ca/commodities/june-2011/commodities-june-3…" target="_blank" rel="nofollow ugc noopener">http://watch.bnn.ca/commodities/june-2011/commodities-june-3…

[Langstrumpf2]

http://wallstcheatsheet.com/trading/oil-supply-impacts-deman…

Gold Stock Trades received a significant letter from Governor Sean Parnell of Alaska recently, in which he wrote to Energy Secretary Steven Chu that, “The federal government simply cannot afford to sit on the sidelines as other countries move aggressively to develop new mines…” The Governor proposes an immediate initiative combining federal and state government in the speedy development of Alaska’s vital rare earth resources.

Washington was beginning to wake up about the rare earth (REMX) crisis affecting our most critical industries. It is apparent that the West will not be relying on trade sanctions alone to counter China’s export cuts of critical rare earths. Artificially lowering the price of oil is only a short term move and the U.S. must move fast to find alternative energy sources. Rare earth assets in the U.S. must progress rapidly or domestic high end users such as Apple (NASDAQ:AAPL) and General Motors (NYSE:GM) may face supply shortages.

....

[Langstrumpf2]

http://www.petroleumnews.com/pntruncate/799093638.shtml

...
Ucore Rare Metals Inc. announced acquisition of its Ray Mountains rare earth element prospect. The Company has conducted initial geochemical analyses of field-concentrated heavy mineral samples from the 11,400 acre property. The initial assay results indicate mineral concentrates containing 5 percent to more than 30 percent combined valuable metals, with a total rare earth element content ranging from 1-8 percent. The samples additionally show high heavy rare earth element content, generally ranging between 20 percent and 30 percent of total rare earth elements, and high content of the strategic metal dysprosium which ranged from 2-5 percent of the total rare-earth-element content. Multiple mineralized stream systems and fluvial basins occur across an 80 kilometer-wide section of the Ray Mountains. Various government surveys during the 1970s and 1980s concluded that significant tin and rare earth element placer deposits are present in the drainages of the Kanuti, Kilolitna and Ray Rivers. The rare metal placers of the Ray Mountains contain REE as monazite and xenotime, tin as cassiterite, tungsten as wolframite, and zirconium as zircon. Minor amounts of niobium and tantalum also have been identified. Additional work is planned for later in 2011.

...

[Langstrumpf2]

Senator concerned about mine permit delays

http://krbd.org/modules/local_news/index.php?op=sideBlock&sy…

[Langstrumpf2]

Per Twitter from Ucore:

Terbium Oxide up from $2,900 to $4,200 kg

Europium Oxide up from $3,380 kg to $5,860 kg

Dysprosium Oxide up from $1,500 kg to $2,500 kg

[Jackl24]

Hallo @all,


Ucore Reports on 2011 Bokan Field Program

http://www.finanznachrichten.de/nachrichten-2011-07/20830580…

Jackl24

[Langstrumpf2]

www.raremetalblog.com/2011/07/hallgarten-co-sees-molycorp-wi…

The easiest fix is to take over Ucore…and promote the merged company’s HREE component as its own,” Hallgarten writes. “(Molycorp) certainly has the money to get Bokan Mountain moving swiftly to production thus stealing the thunder of other players who might have ambitions to produce HREE in the relatively near term.”

[elsolivars]

Antwort auf Beitrag Nr.: 41.823.776 von Langstrumpf2 am 21.07.11 14:18:55

der 30-fach existente resistance punkt von 62 cent wurde endlich gebrochen und gilt wohl somit
als unterstützung. hoffe das dieser am montag bestätigt wird. erst bei 90 cent setzt wieder
ein 13-fach bestätigter resistance punkt an. bis dahin sollte erstmal luft sein.
und das volumen heute mit knapp 1,5 mio shares war auch nicht schlecht.

schönes wochenende
elsolivars

[Videomart]

Expert Analysis

Michael Berry, Morning Notes (7/25/11)

"Ucore Rare Metals Inc. is undervalued at current levels. Though the stock's price has drifted with many other REE juniors in 2011, we think a very important fact here is overlooked: The company's Bokan Mountain project is the largest NI 43-101 HREE deposit in United States. When you look at the grades of dysprosium, terbium, yttrium, europium and neodymium at Bokan Mountain, you get a sense of why we think UCU is undervalued. The project economics are exceptionally strong based on current Free on Board pricing for the above REEs. The size of the resource at Bokan Mountain should grow as the Ucore's 12,000m drill program unfolds this year.

Infrastructure is excellent at the Bokan deposit. There is a pre-existing road network in the area and deep water (tidewater) port access to the deposit. Based on our research, this is another plus for the company as it is the only REE deposit in the world with such deepwater access. This access will reduce the capital costs of the mining project. The company' s immediate goal is to develop the Bokan Mountain resource to bankable feasibility by Q213 while seeking strategic partners where a vertical integration strategy can add value along the permanent magnet value chain. In the interim, an updated NI 43-101 preliminary economic assessment (PEA) is anticipated in Q112. Results from the current drill program plus the updated PEA should serve as catalysts going forward."

The Critical Metals Report Interview with Luisa Moreno (7/25/11)

Ucore Rare Metals Inc. is looking for technologies that will make the [Bokan Mountain] project cheaper, such as using chemical processing vessels made of more economic materials. . .the company is the best-known project right now on U.S. soil that may have an economic deposit with high percentage of heavy elements— of great national security importance—that are used in military applications. . .I suggest that Molycorp could potentially acquire UCU in Québec. Ucore is smaller and cheaper, but they offer a good amount of these elements to balance their total production.


http://www.theaureport.com/pub/co/409

[FaxenClown]

JL zu UCore ... aus den Comments eines Artikels zu GWG:

16 Paul Cohen July 25, 2011 at 11:17 pm

Where do you place UURAF (Ucore) in the hree race? I know they cannot become vertically integrated on their own. More likely they will be acquired (by MCP?). They need deep pockets, and processing expertise that MCP could provide. They do seem to be getting political support in the US. My long position is based on takeover possibility not on their becoming an end product supplier on their own. Your thoughts?
---------------------------------
17 Jack Lifton July 25, 2011 at 11:26 pm

Paul,

I like Ucore very much, because it is a necessary part of any American attempt to regain DOMESTIC self-sufficiency in the production, processing, and use of the rare earths as soon as possible. I think that the US national government and the government of Alaska have recognized this truth.

I believe that Ucore can proceed without any technical or other “help’ from MCP. I doubt that MCP will aquire Ucore or control of Ucore.

I have visited Ucore’s Alaska sites more than once and will shortly do so again with a group of analysts and political figures. I think that Ucore will soon be making some important announcements that will significantly impact America’s future self-sufficiency in heavy rare earths.

http://www.techmetalsresearch.com/2011/07/great-western-mine…

MfG, FaxenClown

[Dirkix]

Antwort auf Beitrag Nr.: 41.844.162 von FaxenClown am 26.07.11 09:48:16

Ucore can proceed without any technical or other “help’ from MCP

Klingt doch sehr schön!
IMO wäre UCU+MCP eine win-win Situation. Es ist von sowohl vom Erz als auch von der geografischen Nähe (nur ein paar Meilen die Küste entlangschippern) die Idelalösung für BEIDE. Molycorp haben das Geld und die facility, UCU hat die hree!
Oder meinte Jack mit proceed (also fortfahren) dann auch process, also die Planung für eine vertikale Ausrichtung wie bei GWG, in er Kendrick Bay sind die Voraussetzungen für eine Anlage durchaus gegeben (aber wer solls bezahlen?)
Oder meint Jack einfach nur project progress wie weitere Drillings und neue resource estimate?

[Videomart]

MORNING NOTES
Michael A. Berry, Ph.D.

Finding Value in the Rare Earth Space – Our Top Pick - Chris Berry
Monday July 25, 2011

http://www.moneytalks.net/pdfs/MB072511.pdf

[ernestokg]

...Und was wird hier erst passieren, wenn die USA in den nächsten Tagen ganz offiziel ihren Bankrott eingestehen ( müssen ) ?
Ich würde vorschlagen wir sammeln zunächst mal für die hier noch stationierten Soldaten , wer hätte Lust da mitzumachen ?
Das mir den Rare Earths dürfte man dann wohl in den nächsten Jahrzehnten vergessen !

[Dirkix]

Antwort auf Beitrag Nr.: 41.854.776 von ernestokg am 27.07.11 20:31:30

Das mir den Rare Earths dürfte man dann wohl in den nächsten Jahrzehnten vergessen !
Und was schägst du vor? Geld auf dem Sparbuch oder besser Staatsanleihen? Ich habe lieber Sachwerte als Geldwerte!

Im übrigen ist die Schuldenobergrenze bereits 93 mal erhöht worden, warum sollte die Erhöhung beim 94. Mal Probleme machen? Sollten die Republikaner (die im übrigen durch die Kriege unter ihrem Präsidenten Bush im Irak und in Afghanistan für einen Grossteil des Defizits selbst verantwortlich sind!!!) weiter nicht zustimmen, wäre das ihr politischer Selbstmord, warte mal die nächsten Umfragen ab...

[ernestokg]

Wenn Du eine eigene Firma hast stecke das Geld da rein !

[Langstrumpf2]

Die werden eigene Wege gehen, ohne Moly!" target="_blank" rel="nofollow ugc noopener">

Based on the content of the deposit and the potential mark…" target="_blank" rel="nofollow ugc noopener">www.metalsnews.com/MetalsNews/Allen+Alper+Jr./FEATURED400747/Ucore+Rare+Metals+Developing+Rare+Earth+Properties+in+Alaska.htm

Based on the content of the deposit and the potential mark…

[Langstrumpf2]

www.metalsnews.com/MetalsNews/Allen+Alper+Jr./FEATURED400747…

Link nochmal.

[Videomart]

Die USA stehen weiterhin "auf der Kippe".

Hoffen wir, dass heute nacht richtig entschieden wird, ansonsten gibt es hier noch einmal Discount-Einstiegskurse.

Für die Unsicherheit, die heute den ganzen Tag herrschte, hat sich Ucore jedoch schon ganz gut geschlagen:

[Langstrumpf2]

http://www.theaureport.com/pub/na/10414

Pendelt sich immer mehr zwischen 1.20 und 1.30 CAD ein. Leider.

[Langstrumpf2]

http://goldstocktrades.com/blog/2011/08/02/rare-earths-separ…

....
Similarly, Ucore Rare Metals Inc. (TSX.V:UCU; OTCQX:UURAF) is in a kindred situation. The governor of Alaska is on record advocating fast-track development of this company. Ucore’s Bokan Deposit is the only heavy REE (HREE) mine on American soil. It has based and reversed in the $0.60-$0.65 area for many months, making a major move. I would not be surprised if Molycorp Inc. (NYSE:MCP), which is not exposed to HREEs, gets interested in Ucore’s assets before it is too late. For the past six months,Gold Stock Trades has been highlighting Ucore as a takeover target by such entities as Molycorp. Such majors stand to profit from the inclusion of HREE Ucore’s dominance. The possibility of Ucore being taken over by resource-hungry majors is gaining increasing attention from brokerage houses and institutional interests. The National Strategic and Critical Minerals Policy Act is now moving through both the Senate and House of Representatives. It enjoys bipartisan sponsorship at the highest levels because of the importance of fast-tracking domestic production of vital metals for national interest including Ucore’s Bokan Mountain HREE deposit. That is not Snake Oil; that is real opportunity.
....

[Langstrumpf2]

http://ucore.com/ucore-receives-priority-permitting-assistan…

Gute Neuigkeiten.

...
Halifax, Nova Scotia – (August 3, 2011) Ucore Rare Metals Inc (TSX-V:UCU) (OTCQX:UURAF) (“Ucore” or the “Company”) is pleased to announce that the U.S. Department of Agriculture (“USDA” or the “Department”) has granted a request for priority permitting of the Company’s Bokan Mountain rare earth project in Southeast Alaska. The Department has approved exploration permitting in inventoried roadless areas of the Tongass National Forest proximal to Bokan. The permitting approvals will allow the Bokan project to proceed significantly faster than previously anticipated, reducing project development time by a year or more.

The special approvals were granted as a result of proactive measures undertaken by USDA Under Secretary Harris Sherman, and underscore the interpretation of Bokan as a federally controlled area subject to priority mineral development. In a statement issued on August 1, U.S. Forest Service Alaska Regional Forester, Beth Pendleton, announced the permitting approvals will allow Ucore to proceed with helicopter supported exploration in the roadless areas adjacent to the Bokan resource, effective immediately.

The US Forest Service is an operating arm of the USDA. In the Forest Service Land Plan Update filed in 2008, the Bokan area was identified as a “Mineral Prescription”. The status acknowledges the region’s inordinate mineral content and confers resource development as a priority to alternative permitting applications in the area.

“I appreciate the U.S. Forest Service Alaska Region’s attention to the needs of mining exploration and the important role mining plays in Southeast Alaska’s economy,” commented Alaskan Senator Mark Begich. “The action by the Forest Service is critical to moving these projects forward and helping to create some badly needed jobs in the region. In particular, I look forward to learning more about the Bokan project firsthand during my visit later this week.”

“I welcome the Forest Service’s efforts to find a compromise that allows responsible development to proceed,” commented Alaskan Senator Lisa Murkowski . “The ability to develop our domestic supplies of critical minerals is important both to our national security and to the economy of Alaska.”

“This initiative is a tremendous lift for expedited development at Bokan, “said Jim McKenzie, President & CEO of Ucore. “ The Bokan heavy rare earth resource is now recognized as a unique American asset of critical importance to domestic technology, defense and alternative energy sectors. Under Secretary Sherman has shown great vision in asserting that projects like Bokan require federal intervention to advance as quickly as possible, and we’re very grateful for this. We’re also particularly thankful to Alaska Senator’s Lisa Murkowski and Mark Begich for their strong support of the project and direct intervention in obtaining these approvals. This priority permitting has resulted from the combined efforts of the Alaska Senatorial delegation, the USDA and the local USFS; a remarkable show of support for the expedited development at Bokan from both federal and state jurisdictions.”
...

[Langstrumpf2]

http://juneauempire.com/local/2011-08-01/usfs-approves-2-pro…

....
“Last Friday USDA Under Secretary Harris Sherman approved exploration in inventoried roadless areas for both the Woewodski and Bokan Mountain mining exploration projects,” Pendleton stated in a release. “This approval will allow the companies conducting the exploration to create helicopter landing pads at drilling sites, and in the case of Woewodski, allow drilling equipment to be winched from some of its sites.”
...

[Langstrumpf2]

Brief von Mark Begich an Mr. Tidwell

http://www.scribd.com/doc/61401947/Begich-Letter-to-USFS-Chi…

Die politische Untersützung für dieses Bokan Projekt wird immer klarer. Das sollte auch die Bewertung der Aktie beeinflussen.

[Dirkix]

Antwort auf Beitrag Nr.: 41.889.797 von Langstrumpf2 am 04.08.11 09:37:26

UCU hat in den letzten Tagen eine für einen Explorer unglaubliche Stärke gezeigt!!! Ich hoffe UCore macht, wenn jetzt die Märkte drehen (IMO wird irgendwann eine Flucht aus Bonds in Aktien einsetzen) auch weiter Freude!

[Langstrumpf2]

Netter Versprecher

Ich war heute Mittag bei Tschibo und habe mir ein Pfund Kaffee gekauft. Die Verkäuferin fragte mich ob sie den Kaffee für eine Kaffeemaschine mahlen soll. Ich antwortete: "Nein, für mein Bokan Kanne.". Natürlich wollte ich eigentlich Bodum Kanne sagen.

[Langstrumpf2]

Zitat von Dirkix: Das mir den Rare Earths dürfte man dann wohl in den nächsten Jahrzehnten vergessen !
Und was schägst du vor? Geld auf dem Sparbuch oder besser Staatsanleihen? Ich habe lieber Sachwerte als Geldwerte!

Im übrigen ist die Schuldenobergrenze bereits 93 mal erhöht worden, warum sollte die Erhöhung beim 94. Mal Probleme machen? Sollten die Republikaner (die im übrigen durch die Kriege unter ihrem Präsidenten Bush im Irak und in Afghanistan für einen Grossteil des Defizits selbst verantwortlich sind!!!) weiter nicht zustimmen, wäre das ihr politischer Selbstmord, warte mal die nächsten Umfragen ab...

Ich bin der Meinung, das diese Schuldenkrise eher die Rohstoffpreise nach oben treiben wird. Und damit dann auch letztlich die Kurse der Rohstofffirmen. Und dazu gehört auch dieser Bereich. Denn trotz aller Schulden usw. werden erneuerbare Energiequellen weiterhin im Focus stehen. Ein Link zu diesem Thema zeigt das in etwa auf:

http://seekingalpha.com/article/284147-consequences-of-the-d…

...
For investors this means that commodities – and especially gold and precious metals – should now be weighted even more heavily than before. It also means that investments in countries that are resource rich should also be favored – and in this regard we include Australia, Canada, and even Russia. Not only stocks in these countries but their currencies should get special attention, as the dollar is certain to become further debased.

We've previously talked about how to participate in China and concluded that two favored American plays are Apple (AAPL) and Wal-Mart (WMT), among a very small group that would likely benefit for the next several years. We would also repeat the suggestion that the Canadian rare earth deposits merit a look (albeit a very speculative one), in the form of Avalon Rare Metals (AVL), which is our own favorite, and Quest Rare Minerals (QRM) and Great Western Minerals (GWMGF.PK).
...

Etwas OT, aber was solls.

[Andrija]

Antwort auf Beitrag Nr.: 41.892.362 von Langstrumpf2 am 04.08.11 15:19:09

Ich bin der Meinung, das diese Schuldenkrise eher die Rohstoffpreise nach oben treiben wird. Und damit dann auch letztlich die Kurse der Rohstofffirmen.

Das gilt aber nicht zwingend für Explorer. Wenn kein Geld für die Förderung am Markt mehr zubekommen ist, liegen die Sachwerte nicht erreichbar unter der Erde. Da wären dann ein paar Geldwerte nicht so schlecht. Schau Dir mal an wie es den Ölexplorern heute ergeht.

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.892.606 von Andrija am 04.08.11 15:49:06

Nun ja, Öl wird dazu z.B. nicht empfohlen. Eher Gold, Silber und z.B. REE. Aber auch der CAD bzw. AUD oder NOK. Diese Währung hat der Autor vergessen.

[Videomart]

Da haben wir die Discount-Kurse, von denen ich am Montag sprach:

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.895.496 von Videomart am 04.08.11 20:50:02

Und weiter ? Kaufst du nach ?

[Videomart]

Habe leider keinen Cash mehr!

[Langstrumpf2]

Über Twitter von Ucore:

"I'm heading up to Alaska to visit the Bokan Mountain site, under the control of Ucore Rare Metals. I'll let you know what I see"

Byron King

[Langstrumpf2]

Von Ucore:

- We will be tweeting live from Ketchikan, Alaska all weekend. We have a major tour planned for approx. 20 guests, including Senator Begich.

- Other guests include Dr. Watanabe from Japan, Jack Lifton, Byron King, Luisa Moreno, Jeb Handwerger, Chris Berry as well as reps from USGS

Mal schauen, was die so zu berichten haben.

[Langstrumpf2]

Via Twitter:

- 6.8.2011
Just landed in Ketchikan. Jim McKenzie met Senator Murkowski getting on the plane..

- 7.8.2011
Jim McKenzie presenting to Senator Begich. Excellent day at Bokan. Tour 1 starts tomorrow at 7 am.

- 9.8.2011
Tour is over. Compiling all the footage to give everyone a similar tour our guests received. Drill site, bulk sample area, core shack, etc

In den nächsten Tagen werden wir mehr Details erfahren. Sicherlich auch von Jack Lifton.

[Langstrumpf2]

http://www.techmetalsresearch.com/2011/08/heavy-rare-earths-…

...
The one thing that Ucore has going for it is that it has managed to connect itself well with Alaska state government. They have gotten strong support in Washington, and these connections will go a long way toward helping the company’s momentum. Alaska just passed a bond issue that will help many companies (including Ucore) to build additional infrastructure (Roads and power) to remote areas. In addition, there are now 4 bills (2 House resolutions and 2 Senate resolutions) that are making their way through Congress. All of them will benefit Ucore and other US-based REE companies. As investors– we should not underestimate the power of government (however dis-functional it may be) to move markets.
...

[Langstrumpf2]

Again per Twitter:

- Sen. Begich Meets With Ucore Officials - Reiterates Strong Support for Development of Bokan Rare Earth Mine

http://ucore.com/2011-147%20Bokan%20Mine%20meeting.pdf

"I had a very productive meeting with Ucore to learn firsthand about their project and the results of their exploration efforts to date. We had a great discussion about the potential this project holds for the country’s strategic position regarding rare earth supplies, as well as the huge opportunity it presents for jobs and economic development in Southern Southeast Alaska.

"The progress we are seeing is the result of four years of effort and investment by Ucore. I had recently written to Chief Tidwell in support of this project, and was subsequently pleased that the U.S. Forest Service recently approved Ucore’s exploration permit for drilling in roadless areas of the Tongass.

"Based upon this progress, it is vital that the permit for exploration in 2012 be reviewed expeditiously so that the mine can be put into production with no undue delay. I intend to discuss this project with the office of Secretary Vilsack not only to reiterate my support but to also request that the USFS keep an open line of communications with the company as next year’s permitting process moves forward."

[Langstrumpf2]

Gehört natürlich auch hierher. Nicht Ucore speziefisch.

http://www.criticalrareearthsreport.com/downloads/cre-0811.p…

[Langstrumpf2]

http://www.marketwatch.com/story/ucore-hosts-2011-alaska-rar…

...
The 2011 event was well attended by political, industry, and academic representatives. In attendance were Senator Mark Begich (D-AK), as well as senior representatives from the offices of Senator Lisa Murkowski (R-AK) and Alaskan Governor Sean Parnell. Also in attendance was a Japanese delegation which included Dr. Yasushi Watanabe, senior geologist with the Japanese Geological Survey and Dr.Tetsuishi Takagi of the Japanese National Institute of Advanced Industrial Science & Technology; as well as Bradley Van Gosen, senior geologist with the United States Geological Survey. Academic representatives included Tom Schilling of MIT, Massachusetts, and Dr. Jaroslav Dostal of Saint Mary's University, Halifax. Industry representatives included Jack Lifton of Technology Metals Research, Chicago; Steven Borell, Executive Director of the Alaskan Miner's Association, Anchorage; as well as multiple representatives of the North American investment banking industry and the Alaskan commercial industrial community.
...

Das nenn ich mal ein hochrangiges Zusammentreffen.

[Langstrumpf2]

Die aktuelle Präsentation:

http://ucore.com/Ucore_Aug2011.pdf

[Videomart]

Habe gestern nochmal alle "Penunsen" zusammengekratzt und noch ein paar Stücke nachgekauft.
Vor dem unglaublichen Kursschub heute hätte man gerne seinen Dispo auch noch eingesetzt!
Aber hinterher ist man immer schlauer...

[Langstrumpf2]

Jacob Securities report on Ucore site visit
http://research.jacobsecurities.com/wp-content/uploads/2011/…

Byron King recommends Ucore
http://ucore.com/ByronKing_Aug2011.pdf

Jeb Handwerger recommends Ucore
http://ucore.com/JebHandwerger_Aug2011.pdf

Bisher habe ich Ucore als hochspekulativ betrachtet. Noch diesen Monat werden wir erste Ergebnisse der Metallurgischen Tests sehen. Diese breite Unterstützung für das Projekt ist schon beachtenswert und in der REE Welt mehr oder weniger einmalig. Mal abgesehen von Schweden. Die Amerikaner sind in diesen Belangen mit Sicherheit agressiver als die Schweden. Vor allem wenn es um Geld geht.

Byron:
...
This kind of political support is critical for any current U.S. resource development,
even one in a former mining district on a faraway island. As longtime readers
know, I'm not terribly sanguine about the U.S. development process. The U.S.
political and legal culture has institutionalized drop-dead opposition to
development, to the point that any number of people can shut you down at every
step.
In the U.S., there's significant risk at many levels. Everybody can say no. Nobody
can say yes. It's a national problem. Still, the criticality of the RE issue has sunk in
at the highest levels of government. So on this score, at least, Ucore has a leg up.
...

[Langstrumpf2]

Jason Burack recommends Ucore:

http://j.mp/oQBqNd

Chris Berry recommends Ucore - Aug 15, 2011

http://j.mp/oaEEtl

[Videomart]

Sehr interessanter Artikel über "Seltene Erden":


Mine to Magnet
Richard (Rick) Mills
Ahead of the Herd / 11 Jun 2011
http://www.stocksandspeculations.com/i/pdf/121b_Jun20_Mine_t…

[Langstrumpf2]

Antwort auf Beitrag Nr.: 41.993.597 von Videomart am 24.08.11 03:25:03

Das sollte einigen zu denken geben:

Very few REE miners will ever get paid for producing a 98% oxide (Molycorp does, their average price for a kilogram of oxide product in the first quarter of 2011 was US$38) let alone a 99.999% pure oxide (average LREE oxide price US$197kg June 11 2011, US$38kg. The cost to increase the purity to the 99.999% required by most end users - and the technical knowhow and operational expertise - will be beyond the capabilities of almost every junior miner. The 98% oxide will still have to be sent for further refining.

Mal sehen, wer das alles hinbekommt. Es könnte so mancher Kurstraum zerplatzen.

[Videomart]

TMR Report Ranks Top 5 Rare Earth Mines Outside Of China

By Resource Investing News 08/23/11 - 02:03 AM EDT
http://www.thestreet.com/story/11230475/1/tmr-report-ranks-t…

[Videomart]

Jacob Securities Inc.
EQUITY RESEARCH
Ucore Rare Metals Inc. (TSXV:UCU)

Ucore’s Bokan Mountain Site Visit
August 11, 2011

http://research.jacobsecurities.com/wp-content/uploads/2011/…

[Langstrumpf2]

http://www.pittsburghlive.com/x/pittsburghtrib/news/nation-w…

Ucore wird erwähnt.

[Videomart]

"What You Should Know About The Chemical Element Dysprosium"

August 31, 2011
http://www.mastersoftrivia.com/blog/2011/08/what-you-should-…

[Langstrumpf2]

http://www.theenergyreport.com/pub/na/1087

...
One of our carefully researched rare earths stocks is the only domestic source not only of rare earths, but of the highly and truly critical heavy rare earths namely dysprosium and terbium, uniquely available right here in the U.S.A.

Despite erroneous comments by one negative source possibly representing short sellers and competitors, the truth is that Ucore's (UCU:TSX.V; UURAF:OTCQX) Bokan Mountain is one of the highest grade world class heavy rare earth deposits with the only 43-101 compliant heavy rare earth resource in the United States.

Why is it so important that Gold Stock Trades highlights this American heavy rare earth source as a strategic asset? Consider that this mineral treasure trove hopes to develop a mine essential to the very defense of our nation such as guided missiles and highly top secret uses that are being kept under strategic governmental wraps.
...

[Langstrumpf2]

http://seekingalpha.com/article/294196-the-fast-growing-rare…

...
The University of Alaska (Fairbanks) and the Alaska Dept of Natural Resources are sponsoring a seminar on the value of rare metals in general and rare earths in particular to Alaska's (and America's) industrial self-sufficiency. This will be on September 30. Both the Governor of Alaska and its senior US Senator are scheduled to be in attendance. Both support the development of projects such as Ucore's Bokan Mountain deposits.

I am one of three speakers in the morning session; the Governor is scheduled to be the lunch speaker, and in the afternoon plans to develop resources, such as Bokan Mountain in particular, are going to be discussed by the participants.

This is the moment for America to start rebuilding economy through wealth creation and self sufficiency.

Jack Lifton
...

[Langstrumpf2]

http://www.raremetalblog.com/2011/09/byron-kings-rare-earth-…

[Langstrumpf2]

http://www.therepublic.com/view/story/4f51587b158f4f74b5b98a…
...

Ucore Uranium changed its name to Ucore Rare Metals Inc. last year, as it turned its attention the rare-earth sector, company spokesman Byron Fillmore said. The company retained control of the Bokan Mountain site in southeast Alaska in 2006, initially because of its interest in uranium, though it also was aware of a rare-earth deposit on the property.

That rare-earth project is now Ucore's primary focus, he said. The company hopes to complete a preliminary economic assessment by year's end and a feasibility study by the end of 2012.

The goal was to be in production within four years, Fillmore said, with the main focus on heavy rare earth elements and an emphasis on dysprosium and terbium. Dysprosium can be used in nuclear plants; terbium in such things as electronic devices and lasers.

"Having a producing mine in Alaska would be a tremendous economic boost, especially in Ketchikan," Fillmore said, referring to a nearby town whose economy once relied heavily on the timber industry but now leans partly on tourism. "Our plans include a potential processing plant, which would also lead to additional jobs and other spinoff opportunities."
....

[Langstrumpf2]

[urlhttp://www.4-traders.com/UCORE-RARE-METALS-INC-174041/news/UCORE-RARE-METALS-INC-Ucore-Reports-85�90-Recovery-of-Rare-Earths-in-Bokan-Metallurgical-Testing-13822830/][/url]

Ich denke durchaus respektable Ergebnisse.

[Langstrumpf2]

http://www.4-traders.com/UCORE-RARE-METALS-INC-174041/news/U…

Nochmal.

[Langstrumpf2]

News from Our Alaskan Rare Earth Company…
By Byron King | October 3, 2011 |

I’ll kept this short, but I have some great news for you concerning Ucore Rare Metals (UCU: TSX-V) .

Ever since I returned from visiting the Ucore rare earth (RE) site at Bokan Mountain, Alaska , I’ve been waiting for the word about the engineering and chemistry that’s necessary to turn rock from the ground into a useable RE product. That’s the key to making Ucore a success.
Well, I just received word from Ucore. The Hazen Laboratory, in Denver, has completed and released the Phase I work, and it’s evident that Ucore CAN extract heavy RE materials form its ore. This is wonderful news!

Hazen extracted 85-90% of the RE elements in a representative sample of the expected mine output. The results also include significant Yttrium, which is not technically a RE but which is part of the monetary value of the ore.

The Hazen results meet and exceed previous work conducted in the 1980s and early 1990s by the former US Bureau of Mines (G.K. Green and D.D. Harbuck, Yttrium Recovery from Bokan Mountain, Alaska, Minerals and Mineral Processing, February 1995).
The technical procedures are quite doable and well understood, which means that it’s safe to say that the process risk is relatively low (for RE!).

Basically, the Hazen procedure began with a “size reduction” of the sample, followed by sulfuric acid-bake and then water leaching of the baked sample.

There’s been some skepticism over using sulfuric acid as the primary reagent. To give the devil his due, yes you can dissolve anything if you add enough acid. But the Hazen technique was successful at relatively low levels of acid usage.

The end result of these experiments is a RE-rich raw material that will then undergo further refining, to extract the individual elements.
This news from Hazen now gives Ucore both credibility and currency to attract partners from the mid-stream and down-stream user community.
Success brings success. This particular achievement moves Ucore ahead in the game by many steps. That is, Ucore has a great ore body, as I’ve described before. Now it has a solid, validated chemical basis for the downstream metallurgy.

I’ll find out more about the Hazen work, but I wanted to let you know this important news.

In the meantime, I’ve had a couple people ask me why I’m so focused on Ucore and Stans Energy (HRE: TSX-V) . Well, this is why. Here are two companies that have bragging rights to the metallurgy that’s necessary to make the whole thing work.

If you can’t turn the ore into something useful downstream, you’re just in the sand and gravel biz. Ucore and Stans are both doing well in the chemistry side of things.

That’s all for now. Have a good week.
Best wishes

[Langstrumpf2]

http://www.alaskadispatch.com/article/creating-alaska-rare-e…

...
Gov. Sean Parnell referenced China in his response to the Department of Energy‘s Critical Minerals Strategy report earlier this year. He noted, “The United States is far behind China and other countries in the research and development of REEs and products. China recognized the importance of this area decades ago and still does: ‘Improve the development and application of rare earth, and change the resource advantage into economic superiority,’ said President Jiang Zemin.”
...

[Langstrumpf2]

http://gov.alaska.gov/parnell/press-room/full-press-release.…

Da tut sich was in Alaska.

[Langstrumpf2]

http://www.reuters.com/article/2011/10/02/column-canada-mark…

...
Between the Bokan Mountain deposit, owned by Canada's Ucore Rare Metals (UCU.V), and the nearby city of Ketchikan, Alaska, state legislators see the potential to build up a lucrative rare earth mining and processing industry, with exploration companies set to exploit about 70 promising sites already identified by state geologists.

"They have this view that, potentially, they can make Alaska the Silicon Valley of rare earths," said Luisa Moreno, an analyst at Jacob Securities in Toronto.

Moreno, who has a "speculative buy" rating on Ucore's stock, is optimistic about the company's prospects and sees it as one of the front runners among the dozens of exploration companies in the industry.

"Alaska has a serious unemployment issue and it is getting worse," said Moreno. "Rare earths seem to be their one chance - they really want to capture this opportunity and make it happen."

Rare earths are a group of 17 metals used in technology items from Apple's (AAPL.O) iPhone to Ford's (F.N) Focus hybrid, as well as in defense applications and oil refining.

Nearly all of the world's supply is currently produced in China, where an export clampdown sent prices for the individual oxides and metals skyrocketing. That's seen as an opportunity for Alaska and for Canadian exploration companies like Ucore.

Bokan Mountain is a deposit rich in heavy rare earths, particularly dysprosium, which is in high demand globally.

Nearby Ketchikan, once home to major salmon cannery and a pulp mill, has the basic infrastructure and skilled labor to fuel a major mineral separation and refining facility.
...

[Videomart]

"China to Shift More Responsibility to North American and Australian Rare Earth Explorers"

October 04, 2011 08:16 ET
http://www.marketwire.com/press-release/china-shift-more-res…

[Videomart]

"Supply questions asked as rare earths are getting rarer"

Posted Mon, 10 Oct 2011 16:18:00 GMT by Dave Armstrong
http://www.earthtimes.org/scitech/supply-questions-asked-rar…

[Videomart]

"Ucore: Talking the Talk Walking the Walk"

aus:
MORNING NOTES, Wednesday, October 5, 2011
by Michael A. Berry, Ph.D.
http://www.moneytalks.net/pdfs/MB1005.pdf

[Langstrumpf2]

Antwort auf Beitrag Nr.: 42.193.838 von Videomart am 10.10.11 20:00:00

Die Welt ist klein, gell ??


http://www.earthtimes.org/scitech/supply-questions-asked-rar…

[Videomart]

aus The Gold Report:

Luisa Moreno, Jacob Securities (10/4/11) "Ucore Rare Metals Inc. announced that it has completed phase 1 of its metallurgical work. . .results are very encouraging, as the company has been able to validate and improve the historical metallurgical tests previously directed by the U.S. Bureau of Mines. The second phase of the metallurgical test work is expected to focus on further reducing operating costs and establishing a process flow sheet for the pilot plant study."

Canaccord Capital - Morning Coffee (10/4/11) "Ucore Rare Metals Inc. reported that metallurgical testing at Bokan Mountain has achieved 85%–90% recovery of rare earths. . .Reuters stated that the company's Bokan Mountain may unlock a motherload of resources, bringing needed jobs and opportunity to [Alaska] and offering a secure supply of the strategic metals for the high-tech sector. Bokan Mountain is a deposit rich in heavy rare earths, particularly dysprosium, which is in high demand globally."


http://www.theaureport.com/pub/co/409#quote

[Videomart]

"The Fast Growing Rare Earth Crisis In The United States "

by: Jeb Handwerger September 16, 2011
http://seekingalpha.com/article/294196-the-fast-growing-rare…

[Videomart]

Umverteilung:
China führt Steuern auf Rohstoffabbau ein

11.10.2011, 09:12

Während die Landbevölkerung in China verarmt, verdienen chinesische Unternehmen Milliarden mit dem Abbau von Rohstoffen. Peking will das Volk an den Bodenschätzen beteiligen - und kündigt eine Steuer auf Erdöl, Metalle und seltene Erden an.

China führt eine landesweite Steuer auf den Abbau von Öl und anderen Rohstoffen ein. Mit dem am Montag angekündigten Schritt reagiert Peking auf Verärgerung unter der Bevölkerung über das Vermögen der staatlichen Energie- und Bergbauunternehmen.
Vertreter der kommunistischen Regierung teilten mit, die Steuer solle dafür sorgen, dass ärmliche Gegenden, in denen ein Großteil des chinesischen Öls und anderen Rohstoffe abgebaut wird, mehr von den damit erzielten Einnahmen abbekämen. Am 1. November trete die Steuer in Kraft, teilte das Kabinett auf seiner Webseite mit. Betroffen seien Erdöl, Erdgas, Seltene Erden, Salz und Metalle.

http://www.ftd.de/politik/international/:umverteilung-china-…

[Videomart]

Lynas Corp and Ucore Rare Metals in the Spotlight as China Clamps Down Production

Oct. 12, 2011, 8:17 a.m. EDT
http://www.marketwatch.com/story/lynas-corp-and-ucore-rare-m…

[Videomart]

Peak Metal: U.S. Preparing for the Coming Shortages in Metals and Minerals

Written by Brian Westenhaus
Friday, 14 October 2011 12:38
http://oilprice.com/Metals/Commodities/Peak-Metal-U.S.-Prepa…

[Videomart]

Kampf um seltene Erden
China stoppt Förderung

Mittwoch, 19. Oktober 2011

Angesichts ihres Einsatzes in Hightech-Produkten wie Smartphones oder Hybrid-Antrieben gelten seltene Erden als Rohstoff der Zukunft. Das Problem dabei: China besitzt die mit Abstand größten Vorkommen. Da der Preis dennoch einbricht, reagiert Peking nun: Der in Staatshand befindliche weltgrößte Produzent muss die Förderung einstellen.
...
http://www.n-tv.de/wirtschaft/China-stoppt-Foerderung-articl…

[Langstrumpf2]

More mining in Alaska's future

http://juneauempire.com/opinion/2011-10-16/more-mining-alask…

[Langstrumpf2]

Wednesday, October 19, 2011
USMMA: REEs, Technology Transfer to China and How the West Is Lost

http://www.raremetalblog.com/2011/10/usmma-rees-technology-t…

[Videomart]

Seltene Erden werden selten

China drosselt die Produktion und verschärft den wirtschaftspolitischen Konflikt mit dem Westen

Veröffentlicht in der gedruckten Ausgabe der Badischen Zeitung, 21. Oktober 2011
von: Bernhard Bartsch und dpa
http://www.badische-zeitung.de/wirtschaft-3/seltene-erden-we…

[Langstrumpf2]

http://www.prnewswire.com/news-releases/rare-the-association…

WASHINGTON, Oct. 24, 2011 /PRNewswire/ -- RARE, The Association for Rare Earth, today urged the creation of Senate and House caucuses to focus on the challenges of securing supplies of rare earth elements for the nation's high technology, clean energy, and defense communities.
The request comes in the wake of a Defense Department report released earlier this month warning of America's overdependence on foreign sources of rare earth elements (REEs).
In a request letter to members of Congress, RARE's president and board wrote that such elements are "critical to the production of virtually every high-tech and clean energy product and are fundamental to the national security of the United States. A secure and sustainable supply of REEs affects thousands of companies and millions of American jobs."
The letter urged the creation of the bipartisan caucus to "assist the REE community in navigating the rapidly changing and still emerging issues surrounding rare earths."

[Langstrumpf2]

http://www.affiliate-review.co.za/prospects-for-rare-earth-s…

...
First of all, the entire fuss over the rare earth elements shortage was over hyped. A study undertaken by IMARC Group, one of the worlds’s leading research and advisory firms, reveals that while it’s clear that a number of rare earth elements will witness a critical supply shortage in the near term, rare earth elements, on a whole, will be oversupplied by around 20% by 2015. So strictly speaking, it is not the total, but rather five rare earth elements – Erbium, Dysprosium, Terbium, Neodymium and Europium that will face a supply shortage in the coming years. Elements such as Samarium, Cerium, Lanthanum, etc, on the other hand, will be massively oversupplied in the future.
...

[Langstrumpf2]

http://www.fnarena.com/index2.cfm?type=dsp_newsitem&n=386885…

Rally Ahead For Rare Earth Stocks?

[Videomart]

[Langstrumpf2]

Zitat von Videomart:

http://www.businessweek.com/magazine/alaskas-billion-dollar-…

Und dazu noch der passende Ausloeser. War in vielen Printmedien in der USA zu lesen.

[Videomart]

Diese Empfehlung spielte beim Kursanstieg ebenfalls eine Rolle:

Ucore Rare Metals Inc. (UURAF); Focusing on Rare Earth Elements

By Peter Cleveland
Published: October 28, 2011 1:17:42 PM PDT
http://www.smallcapnetwork.com/Ucore-Rare-Metals-Inc-UURAF-F…

[Videomart]

Antwort auf Beitrag Nr.: 42.274.693 von Videomart am 28.10.11 23:20:41

19:17 Uhr MEZ, Zeit passt:

[Videomart]

Ucore Rare Metals CVE:UCU is spiking unexpectedly today

Oct.28, 2011

To the surprise of many penny stock investors the stock UCU or Ucore Rare metals is spiking, going from 50 cents to 56 cents in just a few hours. That is a one day gain of 13% so far.

Recent news from Market Watch suggests that Ucore was in the Chinese spotlight as they clamped down on the production of rare earth metals (essential to the production of electronics).

“NEW YORK, NY, Oct 12, 2011 (MARKETWIRE via COMTEX) — Demand for rare earth elements continues to skyrocket as the metals play an integral role in modern technology. It is estimated that China holds about 30 percent of the world’s rare earth deposits, but accounts for over 95 percent of global production. With prices for the elements surging higher, explorers worldwide are finally trying to cash in on this lucrative sector. The Paragon Report examines investing opportunities in the Rare Earth Industry and provides equity research on Lynas Corporation Limited (pinksheets:LYSCF) (asx:LYC) and Ucore Rare Metals, Inc. CA:UCU +9.09% (pinksheets:UURAF). Access to the full company reports can be found at:

http://www.paragonreport.com/LYSCF www.paragonreport.com/UCU

Ucore Rare Metals Description
Ucore Rare Metals Inc. (Ucore), formerly Ucore Uranium Inc., is a junior exploration company. The Company focuses its exploration activities on its Bokan Mountain/Dotson Ridge property in Alaska. Ucore owns a 100% interest in 422 claims at Bokan Mountain/Dotson Ridge. The Lost Pond uranium and rare earth element (REE) property is located near the province’s west coast. Ucore holds a 100% interest in the Sandybeach Lake property, located in southwestern Nunavut. In addition to the Lost Pond property, Ucore holds a portfolio of uranium properties. Its wholly owned subsidiaries include Ucore Resources LP (NS) Inc., Rare Earth One LLC (AK), Mineral Solutions LLC (AK), Landmark Alaska Limited Partnership (AK), Landmark Minerals Inc., 5621 N.W.T. Ltd. and Landmark Minerals US.

http://canadianpennystocks.ca/

[Videomart]

What Got Into Ucore Rare Metals (UURAF)? Maybe Just Reality. MCP & REE Compared

By Bryan Murphy
Published: October 28, 2011 11:56:30 AM PDT

Whatever got into Ucore Rare Metals, Inc. (PINK:UURAF) today, it appears to be the right thing. This relatively obscure rare earth miner - in comparison to the likes of Molycorp, Inc. (NYSE:MCP) and Rare Element Resources Ltd. (AMEX:REE) anyway - is up 24% today, on no real news. To be fair, REE and MCP are up a little today as well, but nowhere near as firmly as UURAF is. What's up?

In the absence of any direct news, one can only assume that somebody's knows something about an upcoming announcement. That, or this is the response to more worries that China was going to mandate another cut in production. It did so last month, putting the kibosh on the fluorescent lamp market. In the meantime production has been restored, but not until the price of the underlying rare metal jumped 30% - the goal of the maneuver in the first place.

The semi-good news for the three stocks in question is that they're all U.S.-based, and as such don't feel the effects of China's REE-market 'tweaking'. The bad news is, neither Ucore Rare Metals nor Rare Element Resources Ltd. nor Molycorp is actually producing significantly yet, making the price changes of any rare earth elements a little meaningless for the trio.

Yet, UURAF is soaring. How so? Because stocks don't trade based on their value - they trade based on the expected value 6 months to 2 years down the road. The challenge with that mentality is the 'expected value' is a moving target. If you can apply a little psychology to the valuation forecast though, there's still good money to be made by trading these stocks.

As for what that means regarding Ucore Rare Metals right here and right now, the surge is a clue that investors have finally started to believe what's been said for months now... the company is sitting on a mountain of uranium and rare earth elements. In fact, its REE resource is estimated to be one of the largest deposits of heavy and light rare earth elements in the United States. It's particularly rich with the heavy elements, which is good - they tend to be worth more.

One of the other major deposits of REEs is held by none other than Molycorp, Inc. - its Mountain Pass (California) project that should begin production in mid-2012, and hit its peak production of 40,000 metric tons of rare earth oxides per year by 2013.

Rare Element Resources Ltd. is placing the bulk of its time, attention, and resources on the Bear Lodge Property in Wyoming, which is reported to be yet-another "one of the biggest deposits of rare earth elements in North America". It's said to be a mix of heavy and light REEs, but with more heavy than light elements.

While a dollar figure for the value of each of these dig-sites has been presumed (sometimes by the companies themselves), that's a dangerous game to play. Geological estimates can be wrong, and it may end up costing more to dig the elements up than what they can be sold for; that's the reason Molycorp closed the Mountain Pass site several years ago.

What we can be certain of, however, is the value of each company. This is where Ucore Rare Metals and its $75 million market cp stand out. Molycorp is a $3.4 billion company, while Rare Element Resources is a $285 million company... yet it's not clear which one will be the most profitable once prediction begins. For that matter, it's not even clear which one will be able to produce the absolute biggest profit once production begins.

And the fact is, UURAF has as much potential to start production soon (well within five years) as the other two do, but still hasn't gotten any real media attention. That's the heart of the opportunity though. There's also a (fading) rumor that Ucore Rare Metals is a potential target of Molycorp's.


http://www.smallcapnetwork.com/What-Got-Into-Ucore-Rare-Meta…

[Langstrumpf2]

http://thechronicleherald.ca/business/27556-halifax-group-ta…

Halifax group targets Alaska’s billion-dollar mountain

...
Dartmouth native Jim McKenzie, president and CEO of Ucore Rare Metals Inc., answered the telephone Friday just as his hotel room alarm clock was going off and the sun was beginning to peek over the mountains overlooking Fairbanks, Alaska.

With hardly enough time to clear his throat, he embarked enthusiastically into an overview of the latest positive metallurgical studies of rare earth samples from the Nova Scotia company’s flagship Bokan Mountain property in southeast Alaska.

“Bokan Mountain is called the billion-dollar mountain in Alaska for many reasons and we hold the rights,” he said of an undertaking that has captured the imagination of Alaskan state officials, and some rare metals analysts in the United States.

“We’re a Nova Scotia business that hardly anybody knows about in our province, and we’re preparing to bring this international-scale project into development,” he said.

McKenzie was in Fairbanks to talk to state officials about advancing development of a $150-million mine at Bokan Mountain.
....

[Langstrumpf2]

UcoreXRT Testing Shows

Prospective Doubling of Mill FeedGrade

October 31, 2011 - Ucore Rare Metals Inc. (TSX-V:UCU/OTCQX:UURAF ; "Ucore" or the "Company") is pleased to report on innovative testing of ore sorting technology for rare earth pre-concentration. The advanced technology, known as X-Ray Transmission ("XRT"), has not been widely applied within the rare earth sector, and Ucore believes it is among the first to investigate this methodology although similar systems are used successfully in diamond and tungsten mining applications.

Ore-sorting test work on composite samples obtained from Ucore's Bokan Mountain property has been completed under the guidance of Hazen Research of Boulder CO. and Collison Minecon of Vancouver, BC. Commodas Ultrasort applied a variety of sorting metrics to specimens comprised of high grade, medium grade, low grade, and barren rock. As a result of the testing the various metrics, XRT scanning technology rendered the highest recovery of rare earths plus Yttrium with the greatest reduction in ore mass. A summary of the recoveries at various mass pulls is included in the following table:

The XRT process is an unconventional means of pre-concentration which can effectively upgrade the mill feed prior to more conventional physical upgrading and acid leaching. The equipment requires a relatively small footprint and will treat crushed ore prior to the process plant. As a result, the technology has the potential to remove large quantities of gangue material, substantially increasing the run of mine (ROM) ore grade before any conventional processing takes place.

"This is a remarkable development for Ucore, using a unique and innovative model for rare earth ore processing," said Jim McKenzie, President & CEO of Ucore. "The ability to capture 97% of the rare earth elements while eliminating 54% of the original ore mass prior to processing is a significant competitive advantage for us. The implication is a prospective doubling of the .75% TREO average ore grade of Bokan material straight out of the mine, to an effective grade approximating 1.5% TREO, and all at very little incremental expense. What's more, the doubling of the ROM grade takes place before any of the other standard rare earth upgrading techniques are utilized, and can save markedly on grinding, treatment and reagent consumption costs further downstream. This also has the potential to significantly reduce the capital cost of our processing facility. The net effect places Bokan among the highest point-of-origin heavy rare earth grades in the world. A special word of thanks to Collison Minecon for conceiving and initiating this pioneering use of a unique mining technology."

Ucore's XRT test work is proprietary in nature, and the Company has commenced preliminary work on a process patent application for the pre concentration of rare earth ROM material utilizing a XRT platform. A larger bulk sample is currently being prepared for the further testing of the XRT methodology on a pilot-plant scale. As a follow up to this, Ucore is additionally testing more conventional methods of rare earth physical pre-concentration on Bokan composite samples at Hazen Research in Golden Colorado (Hazen). Those conventional methods will include hydro metallurgy, flotation, gravity and magnetic separation, and the Company anticipates releasing pertinent results in the near term.

On October 3, 2011, Ucore reported successful testing of conventional acid leach methods applied to whole ore samples from Bokan. The results indicated recoveries ranging to 90% of the rare earth elements plus Yttrium. The net effect is that, beyond the initial pre-concentration methods reported in this press release, Bokan ore is also highly amenable to further process upgrading via leach recovery, as anticipated by prior testing at the USBM laboratories in Salt Lake City (US Bureau of Mines; Green & Harbuck; 1996).

Ken Collison of Collison Minecon is the Qualified Person with respect to this press release and has approved the disclosure of the technical information contained herein.

[Videomart]

UCU UURAF

[Videomart]

Jeb Handwerger: Rare Earths, No Easy Substitutes

Source: Jeb Handwerger for The Critical Metals Report (11/1/11)
http://www.theaureport.com/pub/na/11469

[Videomart]

Most non-Chinese rare earth projects doomed: consultant

LONDON | Tue Nov 1, 2011 10:25am EDT
http://www.reuters.com/article/2011/11/01/us-rare-earths-lif…

[Videomart]

Byron Capital Markets Ltd.
Equity Research | November 1, 2011

Ucore Rare Metals Inc.
(UCU – TSXV, $0.56)

Rating: SPECULATIVE BUY Target Price: $0.80↑

http://ucore.com/ByronCapital_Nov1_2011.pdf

[Videomart]

Standard & Poors Market Profile
October 27, 2011

Ucore Rare Metals Inc.
http://reports.standardandpoors.com/aidata/maccess/pdf/90348…

[Langstrumpf2]

http://murkowski.senate.gov/public/index.cfm?p=PressReleases…

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http://pittsburghlive.com/x/pittsburghtrib/news/s_765287.htm…

...
China's actions have set off an explosion in exploration for rare earths in other countries, but major production is expected soon only at mines in California and Australia. The problem is that those mines produce mostly "light rare earths," not the "heavy rare earths" that are the most sought, experts say.
...

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http://www.youtube.com/watch?v=5Fx2NRP3teo&feature=youtube_g…

Bloomberg TV's Gigi Stone reports on a man who accidentally invests in a mountain worth $6 billion.

[Videomart]

Rare Earth Elements:The Global Supply Chain
by Marc Humphries
September 6, 2011
http://www.fas.org/sgp/crs/natsec/R41347.pdf

[Videomart]

Auszug aus der Webseite eines japanischen Magnet-Produzenten:
http://www.shinetsu-rare-earth-magnet.jp/e/support/faq.html


"Are there problems with the supply of rare earth raw materials?"

"Resource problems are not that severe for neodymium, which is the main rare earth element in rare earth magnets. As mentioned in the section "Basics of rare earth magnets", neodymium is present in the earth's crust in amounts similar to those of cobalt and copper and is not that rare an element. Furthermore, it is also known that sizeable reserves of neodymium-producing deposits are present in various places around the world. It is thought that if the demand for neodymium increases, it will be extracted and produced from those mines to meet the market demand. On the other hand, conditions are somewhat different for dysprosium, which is the main element added to neodymium magnets. The amount of dysprosium in the Earth's crust is about 1/5 that of neodymium. Since less dysprosium is used than neodymium, this should not be that much of a problem. However, the problem is the quality of dysprosium deposits. There are few useable deposits from which dysprosium can be taken economically. Looked at in terms of resources, dysprosium-bearing deposits are present in various places around the world. However, these either have low content or environmental problems or are note economically viable. Currently, almost all economically extractable dysprosium deposits are in China. This is because the Chinese government turned its gaze on neodymium magnets early on and has a history as a nation state of developing rare earth resources.

Well then, is there a problem with supplies of dysprosium being dependent on China? This is a difficult problem. It is difficult to give a simple and direct answer. However, this is what we think at this time. In the past, various resource crises have been proclaimed. However, almost none of these actually reached crisis levels. This is because when the need for a specific resource is recognized, new development moves forward, deposits are discovered and mining technology is improved. When it comes to commerce, businesses develop implementing these measures. Actually, not so much effort has been put into looking for dysprosium deposits until now. Detailed resource exploration like that undertaken within China has not yet been carried out that much worldwide. Recent resource exploration research has reported the possibility of new dysprosium deposits. Dysprosium mines are being developed in Southeast Asia, Australia, Canada, etc. Certainly, one can see dysprosium resource development lagging behind the development of neodymium deposits. There is a possibility that time differences will appear between the demand and supply of dysprosium. However, we think that ultimately dysprosium resource development will move forward and that it will be possible to secure the dysprosium required for magnets."

[Videomart]

Jeb Handwerger:

"Despite erroneous comments by one negative source possibly representing short sellers and competitors, the truth is that
Ucore's (UURAF.PK) Bokan Mountain is one of the highest grade world class heavy rare earth deposits with the only 43-101
compliant heavy rare earth resource in the United States."

http://seekingalpha.com/article/294196-the-fast-growing-rare…

[Langstrumpf2]

http://moneyinmetals.com/files/261.pdf

Recommendation
In an operational sense, Ucore has clearly advanced the development of its world-class deposit with XRT technology. Increasing effective grade in this manner, before it is processed, can have a dramatic impact on its concentrate value as well as lowering operating expenditures related to processing lower grade ore and managing waste. The net effect of employing XRT places Ucore’s Bokan project among the highest point-of-origin heavy rare earth grades in the world. Given its current share price of $0.55, more than 60% off its March 2011 highs, Ucore offers investors a speculative opportunity to profit from the potential extraction of resources demanded by the leading economies of the 21st century.

[Videomart]

PRESS RELEASES 11/8/2011 9:15:42 AM | Marketwire News

Ucore Grants Incentive Stock Options

November 8, 2011 - 09:15:42 AM

HALIFAX, NOVA SCOTIA--(Marketwire - Nov. 8, 2011) - Ucore Rare Metals Inc. (TSX VENTURE:UCU) ("Ucore" or the "Company") advises that an aggregate of 1,920,000 options have been granted to directors, officers, employees and consultants of the Company, subject to the approval of the TSX Venture Exchange. The options are exercisable at a price of $0.55 per share and expire five years from November 7, 2011, the date of grant. One third of the options will vest after six months, with one third vesting every six months thereafter until fully vested.

Disclaimer

This press release includes certain statements that may be deemed "forward-looking statements". All statements in this release, other than statements of historical facts, that address future exploration drilling, exploration activities and events or developments that the Corporation expects, are forward looking statements. Although the Corporation believes the expectations expressed in such forward-looking statements are based on reasonable assumptions, such statements are not guarantees of future performance and actual results or developments may differ materially from those in forward-looking statements. Factors that could cause actual results to differ materially from those in forward-looking statements include exploitation and exploration successes, continued availability of financing, and general economic, market or business conditions.


FOR FURTHER INFORMATION PLEASE CONTACT:

Ucore Rare Metals Inc.
Mr. Jim McKenzie
President and Chief Executive Officer
[phone]

http://www.canadianminingjournal.com/press-releases/story.as…

[Videomart]

China and rare earths - not as straightforward as you might think - John Kaiser

John Kaiser talks about the rare earths producer and investor side and points out that China may have the largest stake in developing sources outside its borders. Critical Metals report interview.

Author: JT Long
Posted: Wednesday , 09 Nov 2011
http://www.mineweb.com/mineweb/view/mineweb/en/page72102?oid…

[Langstrumpf2]

http://www.investmentpitch.com/media/1085/Ucore_Rare_Metals_…

Ucore Rare Metals, which trades on the TSX Venture Exchange, under the symbol UCU, is featured in the latest Money in Metals report by Mark Weaver.

[Langstrumpf2]

http://ucore.com/ucore-awards-contracts-for-preliminary-econ…

November 9, 2011 – Ucore Rare Metals Inc. (TSX-V: UCU | OTCQX: UURAF; “Ucore” or the “Company”) is pleased to report on that it has awarded the contract for the completion of a Preliminary Economic Assessment (“PEA”) of the Company’s Bokan Mountain – Dotson Ridge Property to Wardrop, A Tetra Tech Company (“Tetra Tech”). The PEA is expected to be completed in Q1 of 2012.

The PEA will be based on the current resource estimate prepared by Aurora Geosciences Ltd. (“Aurora”) and disclosed by the Company on March 7, 2011. The underground mine design is being completed by Stantec Consulting Services Inc, of Tempe, Arizona and the tailings management facility will be designed by Knight Piesold. Further work on XRT ore sorting by Commodas Ultrasort and metallurgical testing undertaken by Hazen Inc. of Golden Colorado under the supervision of Lyntek, Inc. of Lakewood Colorado will determine the process flowsheet for the operation.

“We are pleased to have such a talented team contributing to the completion of our Preliminary Economic Assessment”, said Jim McKenzie, President & CEO of the Company, “Tetra Tech has extensive experience in the Rare Earth sector and we are fortunate to have them involved with the Bokan Mountain Property.”

[Langstrumpf2]

http://www.reuters.com/article/2011/11/09/idUS193999+09-Nov-…

[Langstrumpf2]

http://finance.yahoo.com/news/Ucore-Takes-Part-ccn-337939752…

[Videomart]

Interessant ist die nahezu gleichmässige Verteilung des Volumens auf Kanada und die USA:

[Langstrumpf2]

http://www.mineweb.com/mineweb/view/mineweb/en/page72102?oid…

...
"Lynas was coming back fast behind Molycorp and looked like it would be first to produce ‘new' REE product when it had a major setback supposedly from Malaysian environmental NGOs but more likely the hidden hand of powers that be in the existing REE marketplace," said Ecclestone.

"Great Western is now gearing up for a plant build in South African and this should put the first Western heavy REE out in the marketplace in early 2013," he noted.

After a recent field trip to Ucore's Bokan Mountain project, Ecclestone feels "quite confident" that the project "is on the cusp of the EIA/permitting category as it plans to seek a decline into the deposit and begin a form of production in 2012."
...

[Langstrumpf2]

Jeb Handwerger recommends Ucore

http://ucore.com/JebHandwerger_Nov112011.pdf

[Langstrumpf2]

Byron King Recommends Ucore

http://ucore.com/ByronKing_Nov162011.pdf

[Videomart]

Molycorp Stumbles, Avalon and Lynas Delay, Ucore Shines

Source: Jeb Handwerger, Gold Stock Trades (11/14/11)
http://www.theaureport.com/pub/na/11628

[Videomart]

Gareth Hatch: Navigating the Rare Earth Metals Landscape

Source: Brian Sylvester of The Critical Metals Report (11/22/11)
http://www.theaureport.com/pub/na/11751


Auszug:

TCMR: "Are any projects going to be developed for under $200 million (M)?"

Gareth Hatch: "The Tasman folks have said that Norra Karr is looking at $200M for getting to the concentrate stage. Its relatively low number for a HREE project is influenced by the presence of existing infrastructure. Smaller projects, like the Bokan-Dotson deposit in Alaska owned by Ucore Rare Metals Inc. (UCU:TSX.V; UURAF.OTCQX), and the Zeus/Kipawa project in Quebec owned by Matamec Explorations Inc. (MAT:TSX.V; MRHEF.OTCQX ), are fairly modest from a production rate point of view. Assuming these companies can sort their metallurgy and flow sheets out, my understanding is that current estimates for Bokan-Dotson are around $175M for development, and for Zeus / Kipawa, probably closer to $300-350M."

...
http://www.theaureport.com/pub/na/11751

[Videomart]

Der Markt für "schwere" Seltene Erden wird sich den nächsten Jahren voraussichtlich vom restlichen REE-Markt abkoppeln:

http://www.goldseiten.de/content/diverses/artikel.php?storyi…

[Videomart]

Emerging Heavy Rare Earth Deposits

By Michael Montgomery | Mon, Nov 21, 2011
http://rareearthinvestingnews.com/5477/emerging-heavy-rare-e…

[Langstrumpf2]

http://www.techmetalsresearch.com/2011/11/decoupling-the-rar…

...
Jack Lifton:

1. With regard to HREEs, based on the information that I have about the deposits, management, markets and politics to be served by the potential rare-earth mines that can produce HREEs, I have reduced my interest in the space to the following. I may have missed a good one or included a bad one, but I think that the survivors in 2015 must be in my list today:
•Avalon Rare Metals (TSX:AVL, AMEX:AVL)
•Great Western Minerals Group (TSX.V:GWG, OTCBB:GWMGF)
•Matamec Explorations (TSX.V:MAT, PK:MTCEF)
•Quest Rare Minerals (TSX.V:QRM, AMEX:QRM)
•Rare Element Resources (TSX.V:RES, AMEX:REE)
•Tasman Metals (TSX.V:TSM, PK:TASXF, F:T61)
•Ucore Rare Metals (TSX.V:UCU, OTCQX:UURAF)

2. "I also think that Ucore is a good bet on the HREE side largely because it has strong backing by Alaska’s local government and it’s very rich in Dy.
Alkane Resources is also a very good investment as well, and it’s a bargin at its current price."


3. "China and the high tech world need new sources of terbium, dysprosium, and erbium, among others, that can be recovered less expensively and in higher volumes.

Among the rare earths the key elements are dysprosium and terbium. China recognized this early on and has been conserving them for years.

Jon Hykawy, the Chief analyst for byron Capital Markets in Toronto, predicted yesterday in San Francisco that new non-Chinese dysprosium and terbium production would lower the price of dysprosium to $300/kg by 2020. I am not as sanquine as Jon about the build up of non Chinese production, so I’m still predicting $2000/kg dysprosium in that time frame, but not much after that."
...

[Langstrumpf2]

http://www.raremetalblog.com/2011/12/rally-in-rare-earth-sto…

Last month, I visited Hazen Labs to review the metallurgical analysis done on Ucore’s (UCU.V) Bokan Mountain ore. The recovery percentages from Hazen through the separation and leaching are extremely encouraging. Remember recoveries from Phase 1 were done on the whole ore and did not not include any physical concentrating. A process flow sheet should be delivered by the end of the year.

In addition to the successful leaching, Ucore has released news that they can double the head grade using x ray technology to pre-separate the waste rock from the ore. It appears that the use of this innovative sorting technology will significantly increase the head grade and decrease the separation costs downstream. With this development Ucore has one of the highest head grades of heavy rare earths in the world, which could significantly reduce metallurgical processing costs. During the second phase of metallurgical work, Hazen will further refine the leaching method and will now take into account the physical pre-concentration techniques. Significant catalysts are expected as Phase 2 metallurgical work is underway and a process flow sheet should be published by the end of the year. A preliminary economic assessment should be published by the end of the first quarter of 2012. This should demonstrate to investors that Ucore’s Bokan Mountain can be a viable, economic and only U.S. domestic source of the critical elements dysprosium and terbium.

Ucore is making rapid strides catching up and hurdling over competition as they progress towards their preliminary economic assessment after receiving remarkable metallurgical results. Ucore has geopolitical support in Alaska and a favorable location having deep water access in southeast Alaska.

On this next move in rare earths we expect Ucore to gain market share and outperform their rivals. Be assured that we will keep an eagle’s eye on these developments versus some of its overvalued peers and hope that government and industry take the appropriate steps in the renaissance of the rare earths in the United States. “The day is short, but the task is great.”

Disclosure: Jeb Handwerger and/or his family is owners of Ucore and Tasman.

[Langstrumpf2]

http://stocknewsnow.com/?p=2594

Nettes Interview mit Jeb Handwerger.

[Videomart]

China Increases Rare Earth Export Quota for First Half of 2012

Thu, Dec 29, 2011

By Michael Montgomery—Exclusive to Rare Earth Investing News


The Chinese Ministry of Commerce announced its rare earth export quota for the first half of 2012 on Tuesday. The quota, which is the first increased in six years, is set at 10,546 tonnes. The Ministry also announced its decision to classify the rare earth minerals into two categories: heavy and light rare earths. The change, which has been much anticipated by analysts, may prove to be a positive step for end users as the two groups have vastly different demand levels.

The Ministry of Commerce stated that the export quota for 2012 would remain flat, in order to boost demand while keeping supplies stable. While the total export quota numbers seem to have been cut, the numbers are slightly misleading.

“The first tranche of rare earths export quotas for next year had been set at 10,546 tonnes, but that figure only included those enterprises that had passed a series of stringent environmental inspections,” reported Aizhu Chen, for Reuters.

In addition, the Ministry is holding 14,358 tonnes in reserve for the rare earth producers still going through inspections. Currently 11 companies in China have passed inspections with another 21 companies scheduled to complete the process by July 2012. If a company fails to pass the inspection, their quota would not be eliminated, just re-allocated to another firm.

The additional tonnage would bring the first half quota up to a total of 24,904 tonnes.

The increased tonnage will more than likely bring prices down even further which may boost demand. Demand levels are a serious concern for Chinese producers because only 49 percent of the quota was used in 2011, severely hurting producers’ bottom line.

Though the full-year quota is still unknown, the Ministry stated that the batch of quota’s accounts for 80 percent of the full-year’s total. If the statement is true, the full-year quota would come to a total of 31,130, an increase of roughly 3 percent.

Heavy and light rare earth classifications

A major change in China’s 2012 quota is the division of the rare earth metals into two groups: light and heavy rare earths. The quota allocates 21,700 tonnes of light rare earth, and 3,204 tonnes of heavy rare earth for export in the coming year. The new classification may be an important, stabilizing factor for the market.

Demand for light rare earths such as neodymium has consumed the bulk of the quota in previous years as many of the heavy rare earths were in short supply. The change may stabilize and increase the supply of heavy rare earths. For end-users the stability and known quantity of heavy rare earth available allows for their business to plan for the future. A feature missing from the rare earth market during the supply squeeze over the past few years.

The change in the quota is also an effort to discourage producers from exporting the elements with the highest price alone in order to increase profits.

“That strategy had led to the price of cheaper rare earths, such as cerium and lanthanum, rising much faster than other rare earths early in the year, because of restricted supply from China,” reported Ajay Makan, for the Financial Times.

While cerium and lanthanum have risen dramatically, they were not trading on fundamentals. When the demand fell, these elements’ prices fell dramatically due to the glut of supply. The Ministry is hoping these new regulations minimize this volatility.

Mining share prices fall

The announcement from Beijing has affected the share prices of many rare earth mining companies, as lower prices for rare earths are expected in the first half of 2012.

On the day, shares of Molycorp (NYSE:MCP) were down 14.14 percent to $24.04. While Rare Element Resources (NYSEAMEX:RES) lost 11.57 percent down to $3.21 per share.

Australian rare earth miner Lynas Corp. (ASX:LYC) fared better in today’s trading, losing only 3.43 percent down to $1.10 per share.


http://rareearthinvestingnews.com/5772/china-increases-rare-…

[Langstrumpf2]

http://www.raremetalblog.com/2011/12/doubts-growing-that-chi…

......
Since China’s Ministry of Commerce (MofCom) released the figures for the 2012 rare earth export quotas, the preoccupation has been on the tonnages and who will win and lose from the allocations.

But there are two other questions. One, will it work? Two, what does it tell us about the present state of China’s rare earth industry? Unfortunately, the answers to both questions don’t exactly confirm that this was the best way to go about it.
.......

[Videomart]

Seltene Erden als Stolperstein?

Energiewirtschaft und Elektromobilität könnten Rohstoffressourcen »sprengen«

03. Januar 2012

Die Zukunftstechnologien im Bereich Energiewirtschaft und der Mobilität lassen die Nachfrage nach Seltenen Erden ist bis zum Jahr 2030 überproportional steigen. Das ist das zentrale Ergebnis eines Forschungsprojektes zu ressourcenpolitischen Aspekten der Elektromobilität, das das Öko-Institut mit Daimler, Umicore und der TU Clausthal im Auftrag des Bundesministeriums für Umwelt, Naturschutz und Reaktorsicherheit (BMU) durchgeführt hat.

Daher gilt es alternative Technologiekonzepte zu entwickeln, die ohne diese wertvollen Rohstoffe auskommen beziehungsweise effiziente Lösungen für deren Recycling zu finden. Die Projektpartner identifizierten zunächst 12 Metalle, die besonders wichtig für die Herstellung von Elektroautos sind. Diese sind Kupfer für alle Komponenten, Seltene Erden wie Neodym, Praseodym, Dysprosium und Terbium für die Elektromotoren sowie Indium, Gallium, Germanium, Gold, Silber, Platin und Palladium für die übrigen Komponenten wie Leistungselektronik. Das Projektteam bemaß anschließend den möglichen zukünftigen Bedarf durch die Elektromobilität an den prioritären Metallen.

»Wir sehen für eine Reihe der untersuchten Metalle einen zum Teil stark steigenden Bedarf bis zum Jahr 2030. Einer der Gründe dafür ist die Elektromobilität, wenn deren Marktdurchdringung so verläuft, wie sie in globalen Strategien skizziert oder innerhalb der Nationalen Plattform Elektromobilität angedacht wird«, erläutert Dr. Matthias Buchert, Projektleiter am Öko-Institut die Ergebnisse der Szenarienanalysen. »Am markantesten zeigte sich der Anstieg bei Dysprosium.«

Dem knappen Angebot an Dysprosium, das heute vorwiegend in China produziert wird, steht ein stetig wachsender Bedarf gegenüber: Zum einen für die Elektromobilität zum anderen aber vor allem in Anwendungsbereichen wie etwa der Herstellung von Neodym-Eisen-Bor-Magneten, die für die stark wachsende Produktion von Windkraftanlagen benötigt werden. Die Ergebnisse zeigen weitere, klare Tendenzen: Im Vergleich zur gesamten Primärproduktion der Metalle im Ausgangsjahr 2010 fielen vor allem die Seltenen Erden wie Neodym, Praseodym und Terbium sowie Gallium als besonders relevant auf. So kommt Gallium neben der Elektromobilität auch in der Photovoltaik oder in LEDs zum Einsatz.


Versorgungsengpässe eindämmen, aber wie?

Um mittel- und langfristig Versorgungsengpässe einzudämmen, nennt das Öko-Institut zwei wesentliche Strategien: Zum einen müssen Ressourcen effizienter eingesetzt werden und wo möglich durch andere Technologien ersetzt werden. Zum anderen müssen jetzt Recyclingstrategien für Seltene Erden und andere kritische Metallen entwickelt und zur Marktreife gebracht werden, um auf lange Frist Verknappungen zu vermeiden.

»Die Rückgewinnung wichtiger Edelmetalle zum Beispiel aus den Katalysatoren von Altautos kann bereits heute die Nachfrage und die Umwelt deutlich entlasten«, so Buchert weiter. »Gerade die im vergangenen Jahr stark angestiegenen Preise auf den Weltmärkten für Seltene Erden zeigen die Potenziale für ein neues Herangehen an das Bewahren der Rohstoffe, die uns nicht unendlich zur Verfügung stehen.«

Darüber hinaus müssen neue Lagerstätten vor allem von Seltenen Erden erkundet und erschlossen werden, um kritische Situationen wie durch eine nahezu ausschließliche Förderung in einem Land zu vermeiden. Ein umweltverträglicherer Bergbau, Recycling, Substitution sowie die effiziente Förderung und der Einsatz von kritischen Metallen wird eine permanente Aufgabe für den Forschungs- und Technologiestandort Deutschland sein, fasst Prof. Dr. Daniel Goldmann zusammen. »Nur so können wir die »ökologischen Früchte«, die mit der Verbreitung der Elektromobilität angestrebt werden, tatsächlich ernten«.


Informationen zur Forschungsmethodik

Für die Berechnung in verschiedenen Szenarien – Innovationsszenario, Recyclingszenario, Substitutionsszenario – setzten die Wissenschaftlerinnen und Wissenschaftler auf den globalen Marktszenarien von McKinsey 2009 für die Entwicklung der Elektromobilität auf. Diese wurden verknüpft mit differenzierten Mengendaten der prioritären Metalle zu den wesentlichen Komponenten der unterschiedlichen Antriebstypen (Hybrid-, Plug-In-, Range-Extender-, Batterieelektrisches-, Brennstoffzellen-Fahrzeug) der Elektromobilität. Das Projektteam diskutierte die ausgewerteten Daten für den spezifischen Rohstoffbedarf der jeweiligen Komponenten mit externen Experten in Fach-Workshops.



http://www.elektroniknet.de/e-fertigung/news/article/84878/0…

[Videomart]

Japanese work to bypass dysprosium

Sunday, January 01, 2012


Tear up those latest projections for supply-demand balances for rare earths. The Japanese have just moved the goal posts once again. There is breaking news from three large Japanese corporations - Mitsubishi, TDK and Toshiba - and they again demonstrate Japan‘s determination, led by new efforts headed by the Ministry of Economy, Trade and Industry, to step up research to develop magnets that are powerful and heat-resistant but using common materials rather than REE. The ministry plans to rope in automakers, magnet manufacturers, universities and public research institutions to help bring this off.

In its latest roundup, the Nikkei news service reports that Mitsubishi Electrical Corp has developed a motor for electric vehicles and other products that uses no rare earths at all. The report says Mitsubishi, working with the New Energy and Industrial Technology Development Organization (NEDO), has come up with an automotive motor based on the principles of electromagnets - bypassing rare earth oxides. It concedes that the new motor is less efficient than conventional ones during acceleration but performs comparably after reaching what it calls stable speed.

This comes as Mitsubishi has signalled it plans to launch an electric light truck this year. Owners will be able to recharge the battery using normal household power outlets. Mitsubishi will be targeting farmers, contractors and others with this new vehicle. It sees this product as boosting its overall electric vehicle sales, and has set itself a 2012 sales goal of 42,000 worldwide, double those of the previous year. The new truck will go on the market at the local equivalent of $US19,200.

Mitsubishi is also working on its next generation Outlander SUV. It is expected that a hybrid version could be available in 2013.

Meanwhile, those who are following every development involving that key REE, dysprosium, will be interested to learn that TDK Corp has developed a dysprosium-free permanent magnet. The Nikkei says this has been achieved by changing the method of processing molecules. TDK sees the new magnet as providing the same strength as those products using dysprosium and intends having the product ready for use in automotive motors by 2014.

Another report from Tokyo says that Toshiba is also working to replace dysprosium from its magnet technology, but is not shunning REE altogether. Rather it plans to use samarium - a development that will please Molycorp and Lynas, both of which have samarium in their REE mines at Mountain Pass and Mt Weld respectively.

Posted by Robin Bromby at 07:13:31 PM inEditor, Robin Bromby, Intel


http://www.raremetalblog.com/2012/01/japanese-work-to-bypass…

[Videomart]

New Rare Earth Metal Deposits in 2012: Jon Hykawy

China's tight grip on rare earth elements supply may loosen as other deposits around the world come to fruition in 2012. In this exclusive interview with The Critical Metals Report, Jon Hykawy, head of global research with investment bank Byron Capital Markets, discusses the supply and demand fundamentals that are driving his predictions for the New Year.

Source: Brian Sylvester of The Critical Metals Report (1/3/12)

Auszug:

TCMR: Your price deck changes led to you halving your 12-month target on Ucore Rare Metals Inc. (UCU:TSX.V; UURAF.OTCQX) to $0.80 from $1.30. Nonetheless, you still have a Speculative Buy rating on the junior. Tell us about that dramatic revision.

Jon Hykawy: That was motivated by the fall in our HREE prices and the belief that dysprosium and terbium will potentially be in oversupply in the future because of new types of deposits and technological changes.

Ucore wasn't the only company that suffered that change. In fact, our Matamec price at the time was halved as well. We still think that Ucore has the right address. It is an HREE deposit in the U.S. We think the U.S., specifically the Department of Defense, has a very vested interest in making sure that there is a heavy rare earths supply within its borders. State and federal governments are very supportive of this project. It's a straightforward project in the sense that access is good, capital expenditures should remain reasonable and it's more than economical, even with our long-term price deck.

...
http://www.theaureport.com/pub/na/12107

[Langstrumpf2]

Ucore Appoints Collison as Chief Operating Officer
 
Wednesday, January 04, 2012
HALIFAX, NOVA SCOTIA--(Marketwire - Jan. 4, 2012) - Ucore Rare Metals Inc. (TSX VENTURE:UCU)(OTCQX:UURAF) ("Ucore" or the "Company") is pleased to announce the appointment of Ken Collison as Chief Operating Officer.

Mr. Collison holds a B.Sc. in Mining Engineering from the University of Saskatchewan and a Masters of Engineering in Mining from the University of Saskatchewan. He was the Chief Operating Officer of Blue Pearl Mining/Thompson Creek Metals from 2005 to 2009, and was part of the team that purchased Thompson Creek Metals and built it into one of North America's premier molybdenum producers. He has previously held the positions of Vice President at Crandon Mining Corporation and Coeur Alaska, the Alaskan subsidiary of Coeur d'Alene Mines. He has extensive experience in mining operations, permitting and preparation of mining feasibility studies.

Mr. Collison replaces Harmen Keyser in the capacity of Ucore's senior technologist and will be assembling a team of mine development specialists focused on the near term development of the Company's flagship heavy rare earth property at Bokan Mountain Alaska.

"We're delighted that Mr. Collison has elected to join the Ucore team in a formal capacity," said Jim McKenzie, President and CEO of Ucore. "He's an accomplished mine development specialist with a reputation for bringing advanced stage properties to production on minimal turnaround and in a highly efficient and economical manner. He has a tremendous track record, is highly regarded in the mine engineering community, and brings a significant depth of experience managing and developing mining operations in Alaska. Mr. Collison's appointment is additionally a benchmark event for Ucore, as we transition from advanced mineral exploration into fast track mine development. We'd also like to take this opportunity to thank Harmen Keyser for his invaluable contribution in taking early stage exploration activities to the threshold of mine development."

[Videomart]

Antwort auf Beitrag Nr.: 42.550.721 von Langstrumpf2 am 04.01.12 18:30:37

Gute Referenzen hat der Mann auf jeden Fall:

Er gehörte zu dem Drei-Mann-Team, welches im Jahre 2006 unter dem Namen Blue Pearl Mining
den Minengiganten Thompson Creek Metals. übernahm.

Diese Tatsache berechtigt offenbar zu einigen Vorschusslorbeeren...




BACKGROUND:

Mr. Kenneth W. Collison, Ken, P.Eng., B.Sc., M. Eng (Mining) has been the Senior Vice President of Project Development at Avanti Mining Inc. since December 2009. Mr. Collison has been Technical Advisor at Huakan International Mining Inc. (formerly Merit Mining Corp.) since July 2010. He has over 40 years of experience in the mining industry and has senior responsibility for mining operations and environmental affairs. He has extensive experience in operations as well as permitting and preparation of feasibility studies. He served as the Chief Operating Officer of Thompson Creek Metals Company Inc. (formerly, Blue Pearl Mining Ltd.) from April 1, 2005 to September 30, 2009. He served as an Engineering Manager for the Department of Transportation & Public Facilities for the State of Alaska since 2004 with particular emphasis on highway and marine terminal projects and Environmental Impact studies. Mr. Collison served as the Manager of Village Safe Water Program for the State of Alaska from 2001 to 2004. He served as Vice President at Crandon Mining Corporation, Rhinelander, Wisconsin from 1994 to 1996 and Vice President/General Manager of Coeur Alaska (Alaskan subsidiary of Coeur d'Alene Mines) from 1996 to 2000. From 1996 to 2000, he served as Vice-President and General Manager of Coeur d'Alene Mines Corp. and was responsible for the development of the 200,000 ounce per year Kensington Gold Mine and held numerous senior positions with Rio Algom. He served as the President of President of Collison Minecon Inc. He served as the President of Rio Kemptville Tin Company, Rio Algom's East Kemptville tin project in Nova Scotia. He was part of a three man team that purchased Thomson Creek Metals and built it into a one of North America's premier molybdenum producers. He served as President of Nova Scotia Chamber of Mineral Resources. From 1980 to 1994, Mr. Collison held various management positions with Rio Algom Limited. He has been a Director of North American Tungsten Corp. Ltd. since November 2, 2009. He has been a Director of TintinaGold Resources Inc. since May 3, 2010. He has served as a Director of the Mining Associations of Canada and BC. He served as a Director of Nova Scotia Chamber of Mineral Resources. He served as Director of Merit Mining Corp. since December 22, 2009. He serves as a Member of Technical Advisory Committee at Aurcana Corp. His community service earned him the "Citizen of the Year" award from the Yarmouth, NS Chamber of Commerce. He is a Professional Engineer. Mr. Collison holds a B.Sc. in Mining Engineering and a Masters of Engineering in Mining from the University of Saskatchewan.

[Videomart]

Der Kurs bleibt offenbar stabil, trotz des erneut schwächelnden Gesamtmarktes!



Kommt bei den Investoren langsam die Erwartung der PEA ins Spiel??
Angekündigt war sie für das erste Quartal 2012...

http://www.raremetalblog.com/2011/11/ucore-awards-contracts-…

[Videomart]

Robin Bromby über den HREE-Engpass:

"The latest set of (Chinese) quotas - assuming all the quota holders are able to meet the environmental requirements - allows for the export of 3,204 tonnes of the heavy rare earths in 2012. As we noted a few days ago, Chinese authorities have allowed a 15 per cent level of export quotas for the HREE. Rest-of-world demand (as a percentage of total REE demand) amounts to about 15 per cent, according to the Industrial Mineral Company of Australia. That sounds fine and dandy except for the fact that some of the HREE quotas have gone to companies that don’t actually produce them. This means a potential and serious shortfall of HREE in the year ahead, with the consequent implication for pricing.

The problem is, as we end another turbulent year in the REE space, is that new mines in California and Australia will resolve the LREE supply issue, if that is not already on the way to being resolved.

Molycorp (yttrium) and Lynas (dysprosium) will be able to toss a little HREE into the mix, but probably not nearly enough to make too much a difference to the prices. Everyone has a view, but it would seem that emerging producers such as Alkane Resources, Avalon Rare Metals and Great Western will not be contributing significant HREE until 2015. Behind them comes Rare Element, Greenland Minerals & Energy, Quest Rare Minerals and one or two others.

That’s fine for the situation in 2016, but what do we do for HREE between now and then?"

Robin Bromby, Saturday, December 31, 2011

http://www.raremetalblog.com/2011/12/the-rare-earth-weekly-r…

[Videomart]

Five Rare Earths Crucial for Clean Energy Seen in Short Supply

By Jim Snyder - Jan 5, 2012 8:10 PM GMT+0100
http://www.bloomberg.com/news/2012-01-05/five-rare-earths-cr…

[Videomart]

U.S. DEPARTMENT OF ENERGY

Critical Materials Strategy
December 2011

http://energy.gov/sites/prod/files/CMS%202011%20FINAL%20Dec%…

[Videomart]

Kenneth W. Collison B.Sc., M. Eng (Mining)


Ken Collison kann in der Bergbaubranche eine Erfahrung von über 30 Jahren vorweisen.
Bei Thompson Creek Metals fungierte er als Chief Operating Officer, wo er unter anderem für den Betrieb der Molybdänminen Endako und Thompson Creek verantwortlich zeichnete.
Zwischen 2001 und 2004 arbeitete Ken Collison für den Bundesstaat Alaska, wo er die Errichtung von Kanal- und Wassersystemen in den ländlichen Regionen Alaskas leitete und dabei zahlreiche Geschäfte mit der Landbevölkerung, einschließlich First-Nations-Gemeinden, abwickelte.
Zudem hatte er mehrere hochrangige Positionen bei Coeur d’Alene Mines und Rio Algom Limited inne.
Ken Collison fungierte als Director der Mining Association of Canada und der Mining Association of British Columbia sowie als President und Director der Nova Scotia Chamber of Mineral Resources. Ken Collison besitzt ein B.Sc.-Diplom in Bergbautechnik und ein Master-of-Engineering-Diplom in Bergbau (beide von der University of Saskatchewan).

http://www.wallstreet-online.de/nachricht/3106244-irw-press-…

[Langstrumpf2]

Antwort auf Beitrag Nr.: 42.564.224 von Videomart am 07.01.12 19:10:11

Noch was anderes:

Guter Fund von Chuck. Danke.
.
Zitat:
"So here's a wild wonder: Collison of UCore is also the mine developer of Avanti Mining, which is based up the Stewart River it appears oh some 100km-140km. Mark A. Smith of Molycorp is also the director of Avanti. Is there anything at all that UCore could make use of with Avanti's facilities when they are finished? I just had to ask."

Page 6 of this presentation gives an idea of geographic location.

http://www.avantimining.com/i/pdf/CorporatePresentation-Oct2…

Are these associations too loose to make anything of it?"

[Videomart]

Der Ucore-Oberpusher hat natürlich auch seinen Kommentar dazu abgegeben:

Significant News For Ucore

By Jeb Handwerger
4 Jan 2012

There has been a significant new development in the continuing growth of Ucore Rare Metals Inc. (UCU:TSXV or UURAF.OTC). Today Ucore announced the permanent addition to their management team of an experienced, major-league Chief Operating Officer.
He brings a world of experience and know how.

As Ucore said, "He's an accomplished mine development specialist with a reputation for bringing advanced stage properties to production on minimal turnaround and in a highly efficient and economical manner. He has a tremendous track record, is highly regarded in the mine engineering community, and brings a significant depth of experience managing and developing mining operations in Alaska."
...

The addition of a major league player as a Chief Operating Officer validates what GST has been saying all along. Ucore will grow as an important factor in the growth and development of an American heavy rare earth company on domestic soil.

Of additional interest is the pedigree of this important player Ken Collison. He not only brought Thompson Creek into production as a major molybdenum producer but was responsible for the growth of the Coeur D'alene division in Alaska. His skill is bringing projects into production in an efficient, economical and environmentally friendly manner. This is exactly what was needed to cause the investment community to take notice of Ucore as it is in the process of finalizing its Preliminary Economic Assessment by the end of the first quarter 2012. On this announcement, the stock has risen 13% on above average volume.


http://ucore.com/Daily%20Bulletin%201-4-12%20UCU.pdf

http://www.theaureport.com/pub/na/12212

[Videomart]

Antwort auf Beitrag Nr.: 42.566.199 von Videomart am 08.01.12 19:00:31

Naja, wie's bei Schreibern von Börsenbriefen allgemein bekannt ist, werden viele Formulierungen zum Zwecke der besseren Wirkung nicht so genau genommen:
Ken Collison hat nämlich weder Endako noch Thompson Creek "in Produktion gebracht", sondern lediglich deren Weiterentwicklung begleitet.
Das "Davidson-Molybdenum-Projekt", welches Blue Pearl Mining vor der Übernahme von TCM im Jahre 2006 als einzige Explorations-Mine besass, ist bis heute nicht in Produktion gegeangen, und dabei wird's wohl auch bleiben...

Schon etwas enttäuschend, dass Handwerger mit den Tatsachen da etwas "lachs" umgeht!

[Videomart]

aus einem anderen Börsenbrief:


"Is The Resurrection Of Undervalued Miners in 2012 Beginning?"

January 6, 2012 5:07 pm
...

"This week the rare earths are emerging from their second half 2011 slumber. It is felt that they will lead the upcoming recovery. This week certain of the rare earths are producing impressive percentage gains as an augury of things to come.

As of this writing we believe Tasman(TAS) (NYSEAMEX:TAS) and Ucore(UURAF) (PINK:UURAF) are leading the pack. These stocks possess unique features to which attention must be paid. Ucore owns a mountain of high grade heavy rare eaths right here in the United States. Tasman dominates the European Continent as the only possessor of a 43-101 resource with heavy rare earths and a high percentage of the vital element dysprosium. Rare Element Resources (NYSEAMEX:REE) released news that they have just expanded their resource to show potential for heavy rare earths. The market is reacting favorably as it has nearly doubled in one week.

Ucore, Tasman and Rare Element Resources have broken downtrends on record high volume the first week of 2012.
Molycorp (NYSE:MCP) has underperformed and still needs to break above resistance as it is lagging the sector."

...
http://wallstreetsectorselector.com/2012/01/is-the-resurrect…

[Videomart]

aus"The Gold Report":


Canaccord Morning Coffee (1/5/12)
"Ucore Rare Metals Inc. announced the appointment of Ken Collison as chief operating officer; Collison was the COO of Blue Pearl Mining/Thompson Creek Metals from 2005–2009 and was part of the team that purchased Thompson Creek Metals and built it into one of North America's premier molybdenum producers. He has extensive experience in mining operations, permitting and preparation of mining feasibility studies; Ucore stated that Collison will be assembling a team of mine development specialists focused on the near term development of the company's flagship heavy rare earth property at Bokan Mountain, Alaska."

Jon Hykawy, Byron Capital Markets (1/5/12)
"Ken Collison is joining Ucore Rare Metals Inc. as CEO. . .this is a very strong hire for Ucore: Mr. Collison knows Alaska and all the key figures in mining in Alaska, and that familiarity with the physical and political environments should not be underestimated. More importantly, this illustrates in no uncertain terms that Ucore is putting the team in place to build a HREE mine at Bokan Mountain."


http://www.theaureport.com/pub/co/409#quote

[Videomart]

Roskill-Bericht prognostiziert Lockerung des Griffs, mit dem China die SEE-Produktion kontrolliert

11.01.2012 - 15:02 Uhr | Wirtschaft

Ein kürzlich veröffentlichter Bericht von Roskill, Forschungs- und Beratungsunternehmen zum Thema Mineralien und Metalle, legt nahe, dass Chinas Anteil an der Produktion von Metallen der Seltenen Erden bis 2015 auf 70 Prozent zurückgehen könnte.

http://www.fair-news.de/news/Roskill+Bericht+prognostiziert+…

[pkera]

Hallo zusammen,

viele Aktien gehandelt im Moment:
Börse
TSX Venture Exchange
Aktuell
0,42 CAD
Zeit
13.01.1220:52
Diff. Vortag
-2,33%
Tages-Vol.
Gehandelte Stück
980.699

Gibts es vielleicht bald wieder News..
pkera

[Langstrumpf2]

http://ucore.com/ucore-confirms-widespread-rare-earth-minera…

..
Ucore Confirms Widespread Rare Earth Mineralization In Central Alaska

January 16, 2012- Halifax, Nova Scotia – Ucore Rare Metals Inc (TSX-V:UCU | OTCQX:UURAF) is pleased to announce results of reconnaissance sampling on the Company`s extensive alluvial rare earths (REE) and tin multi-metal property holdings in the Ray Mountains area of central Alaska (http://ucore.com/projects/ray-mountains-alaska). Sample results from late summer field investigations point to potential economic grade concentrations in at least three drainage basins: the upper Kilolitna River, the Ray River, and No Name Creek. Each of these exhibits numerous surface exposures of alluvial gravel and sand containing a threshold of at least 0.15 kg/cubic meter (0.22 lbs/cubic yard) of REE and/or tin (Sn), along with by-product concentrations of tungsten (W), zirconium (Zr), niobium (Nb), and tantalum (Ta). Locally samples contain up to 1 kg/m3 each of Sn and REE in the extensive floodplain of the Ray River. Mineralized sediments from No Name Creek and the Caribou Heights prospects contain up to 9 kg Sn/m3.

The sampling program has rendered heavy mineral concentrates composed primarily of ilmenite with cassiterite, monazite with lesser xenotime, zircon, wolframite (ferberite end-member), and trace amounts of allanite, scheelite, and yttrofluorite. The concentrates contain up to 50% Sn, up to 10% total REE (TREE), and 0.01 to 1.0% W, Ta, and Nb. Heavy rare earth elements (HREE`s), including Tb, Dy, Er and Y, compose 15 to 25% of the TREE in the majority of samples, with the notable exception of localized areas such as No Name Creek valley, which delivered TREE content comprised of up to 60% HREE`s.

“With the cooperation of the State of Alaska, Ucore continues to expand and advance its rare earth holdings in the most prospective areas of the state” said Jim McKenzie, President and CEO of Ucore. `”The intent is to establish Alaska as the leader in American heavy REE exploration, extraction and development. The Ray Mountains project has select areas rivaling HREE content at our Bokan property, and the remarkable advantage of collateral tin, niobium and tantalum mineralization which enhances prospective values per ton. Ucore will be advancing the Ray Mountains area as a priority exploration target as it transitions its Bokan flagship into mine development.”

Most samples collected during the 2011 field program consisted of one or more 5-gallon buckets (0.0133 m3) of material that was later concentrated on a standard shaking table. This procedure achieved an estimated 75 to 80% recovery of heavy minerals including REE-bearing minerals such as monazite and xenotime, thus demonstrating amenability to physical separation in a full scale mine plant. This simple gravity separation method uses only water as the separation medium. Further, extraction technology of REE from a monazite-xenotime placer concentrate is already well known and does not present new metallurgical challenges. The smaller samples were panned by experienced personnel.

Sample details, including original volumes, the recovered weight of heavy mineral, rare metal analyses, and the calculated grams of TREE and Sn per cubic meter can be accessed at http://ucore.com/projects/ray-mountains-alaska. All samples were analyzed by ALS Minerals, Inc. in Vancouver, using lithium metaborate fusion followed by ICP-MS analyses. Overlimit metal concentrations were further assayed by X-ray fluorescence procedures preceded by sample fusion.

The Ray Mountains region of central Alaska features an extensive sheet of alluvial sediments locally 100 m (325 ft) thick. The alluvial deposits, containing concentrations of REE, Sn, W, Zr  Nb, Ta heavy minerals, are primarily derived from granitic source rock of the Ruby Batholith, and they are most abundant in the lower elevation terrain between the Ray Mountains and the northern Fort Hamlin Hills.
Through a wholly owned operating subsidiary, Ucore holds claims on land selected for its mineral resource potential by the State of Alaska as part of the state’s land entitlement under the 1958 Alaska Statehood Act. Ucore is planning expanded exploration once title transfer is tentatively approved by the federal government.

The Ray Mountain area is accessed by the Dalton Highway from Fairbanks and barge service is seasonally available along the Yukon River connecting directly to the Alaska Railroad freight yard at Nenana.

Background

Ucore Rare Metals Inc. is a well-funded junior exploration company focused on establishing REE, uranium and other rare metal resources through exploration and property acquisition. With multiple projects across North America, Ucore’s primary focus is the 100% owned Bokan – Dotson ridge REE property in Alaska. The Bokan – Dotson ridge REE project is located 60 km southwest of Ketchikan, Alaska and 140 km northwest of Prince Rupert, British Columbia and has direct ocean access to the western seaboard and the Pacific Rim, a significant advantage in expediting mine production and limiting the capital costs associated with mine construction.

The Bokan properties are located in an area reserved for sustainable resource development with an existing road network providing access to the main target areas. REE mineralization at the Bokan-Dotson ridge project occurs in a well-demarcated vein system related to a Mesozoic Bokan peralkaline granitic complex. However, a number of other occurrences of REE mineralization are also located within, or at the margins of the complex. Viewed in a geological and geophysical context, the Bokan complex is a distinctive circular structure and is highly prospective for rare earths deposits.

James C. Barker, P. Geo., has reviewed the technical data relative to the surface sample assays referenced herein and is the qualified person responsible for their accuracy.
...

[Videomart]

http://www.molycorp.com/Portals/0/Documents/Global_Supply_De…

[Videomart]

Goldman Cuts Copper, Nickel Forecasts on Supply Prospects

Bloomberg | January 16, 2012, 7:07 AM EST
http://www.businessweek.com/news/2012-01-16/goldman-cuts-cop…

[Videomart]

Antwort auf Beitrag Nr.: 42.600.739 von Videomart am 16.01.12 18:00:01

Nach diesem etwas deplatzierten Posting aus einem anderen Bereich nun wieder zum Thema "Seltene Erden".

Jon Hykawy spricht inzwischen nicht mehr von einem dramatischen Dysprosium-Mangel.
Wie in Beitrag Nr.771 bereits angesprochen, befürchtet er die Entwicklung von Ersatzstoffen:

http://www.mineweb.com/mineweb/view/mineweb/en/page72102?oid…

[Videomart]

Byron King über Ucore Rare Metals
Jan 13th, 2012

"When it comes to a U.S.-based RE play, Ucore Rare Metals (UCU: TSX-V) also took a share price swoon in December, down into 35-cents territory. It's now trading in the 45-cent range.
Ucore recently announced the appointment of Ken Collison as chief operating officer. I've met Ken on a couple occasions, and he's a solid, outstanding, super-savvy mining guy. He knows what has to happen to turn Bokan Mountain, Alaska, into a working mining operation. So that's a very positive step for Ucore.
Meanwhile, I previously reported on my visit to the Hazen Research laboratory near Denver. There, the world-class Hazen technical staff is working on processes and procedures for turning the Bokan ore into useful RE atoms. That too is positive.
Finally, I should mention that Ucore has another team of world-class chemistry guys working on the RE separation issues. I've met them and discussed the space-age technology that they're bringing to bear. But I agreed not to give away any identifying information. All I can say is that they're unbelievably good.
Thus, I expect to see further good news from Ucore as the year moves on. Ucore is a buy at the current pricing."

http://www.stockhouse.com/bullboards/MessageDetail.aspx?s=UC…

[Langstrumpf2]

Antwort auf Beitrag Nr.: 42.602.228 von Videomart am 17.01.12 00:40:00

http://ucore.com/ByronKing_Jan13_2012.pdf

Hier das gesamte Dokument von Byron.

[Langstrumpf2]

http://ucore.com/RubyBatholithAlluvialSamples.xls

Hallo Faxenclown, falls du dann und wann hier rein schaust, dann guck dir doch mal diese Tabelle an. Was ist davon zu halten ? Falls jemand anderes dazu was sagen kann, dann ist es auch ok.

[Videomart]

REE junior jumps on exploration results


Ucore Rare Metals plowed through the market gates on Monday following the release of rare earth exploration results from Alaska.

Author: Kip Keen
Posted: Tuesday, 17 Jan 2012

HALIFAX, NS -

The shareprice of rare-earths explorer Ucore Rare Metals (TSX-V: UCU) surged yesterday after it announced assay results of gravel and sand samples from its Ray Mountain project in Alaska.

Ucore climbed 11 percent to C$0.44 on strong volumes early in the trading day on Monday.

Ucore said the results suggested "potential economic grade concentrations" of rare earths elements (REE) and tin at its upper Kilolitna River, Ray River and No Name Creek targets.

The junior took 5-gallon bucket samples most of which Ucore then concentrated on a shaking table. Ucore said concentrates graded as high as 50 percent tin, 10 percent total rare earths and between 0.01 to 1 percent tungsten, tantalum and niobium. Heavy rare earths made up between 15 and 25 percent of REEs in the bulk of its samples, Ucore said.

The Ray Mountain alluvial deposit is 100 metres thick in places, Ucore said.

Heavy rare earths (HREE) are the chief focus of Ucore, which goes by the slogan "America's Dysprosium & HREE Leader." Ucore owns the Bokan rare earth project, also in Alaska, where it holds 4 million tons @ 0.75 percent total rare earths.

It is in the midst of conducting a scoping study of Bokan.


http://www.mineweb.com/mineweb/view/mineweb/en/page103118?oi…

[Langstrumpf2]

http://ucore.com/ucore-releases-2011-bokan-drill-results-pen…

...
January 23, 2012 – Halifax, Nova Scotia – Ucore Rare Metals Inc (TSX-V:UCU) (OTCQX:UURAF) (“Ucore” or “the Company”) is pleased to announce finalized assay results from the 2011 drill program at the Bokan-Dotson Ridge rare earth element (REE) project in southeast Alaska. The 2011 drill program produced a total of 10,112 metres of core from 34 diamond drill holes. The data will be used to upgrade the status of the existing National Instrument (NI) 43-101 compliant resources from Inferred to Indicated and to increase the size of the existing mineral resources at Dotson Ridge. Together with the previous Ucore drill programs from 2007 to 2010, the Company has now completed 134 drill holes in total, comprising 19,662 meters of core at the Bokan property.
...

[Langstrumpf2]

http://ucore.com/MiningEngineering%20Jan2012.pdf

Discussion
Currently, the only advanced REE project in Alaska is the Bokan Mountain property operated by Ucore Rare Metals in the southern part of Prince of Wales Island. Elsewhere in Alaska, encouraging and intriguing prospects for REE deposits occur in several favorable geologic terranes. The most promising prospects are those with available geological and geochemical data; enrichments in the highly desired HREE; favorable land classifications and political factors; and realistic access to the location. Based on these factors, the authors suggest that the most promising REE-bearing deposits are the Bokan Mountain and Dora Bay deposits hosted by peralkaline rocks in southeast Alaska, and the alluvial deposits of the many rivers and streams that drain the Ruby Terrane. Should access to the Kobuk Ambler copper deposits in northwest Alaska be developed in the future (western Alaska access under present study by state of Alaska), then some of the occurrences in the Hogatza plutonic belt may also become significant targets for exploration.
Most of the Alaska REE occurrences are vein-type, poly-mineral prospects, related to alkaline and peralkaline complexes, or alluvial deposits that contain monazite (CePO4) and xenotime (YPO4) with coproducts of cassiterite, wolframite, zircon and, locally, gold. No large carbonatites have been identified in Alaska,
although several prospects — such as Tofty and Salmon Bay — contain carbonatite dikes that are variably radioactive and exhibit at least low-grade REE-Nb-Th values. These carbonatite dikes do not appear to warrant further investigation at this time.
Several of the REE occurrences within Alaska provide evidence that those prospects associated with the most advanced hydrothermal alteration are also those that likewise contain increased proportions of HREE relative to the LREE. Examples include: silica-rich veins at Dora Bay (Fig. 9); several Bokan Mountain prospects (Piper, Wennie, Ross Adams and others; Fig. 10); xenotime in placers associated with Sn-greisens in the Ruby Terrane; and vein-dikes at the Zane Hills in the Hogatza belt. All these examples have increased HREE to LREE ratios; within some deposits HREE comprise more than 90 percent of the contained TREE. Hydrothermal enrichment of REE and HFSE in highly fractionated alkaline and peralkaline complexes has been reported elsewhere (Silvi and William-Jones, 2005), but the percentage of HREE to TREE has not been specifically reported. The examples in Alaska suggest that hydrothermal enhancement of rare earths is not only likely, but in some cases the enrichment is additionally biased towards the HREE.
As exploration advances at Bokan Mountain, it appears likely the operator will continue to add additional and substantial REE resources to the initial inferred estimate, which was based on drilling completed in 2007-2010 (http://ucore. com). The Bokan Mountain resources contain an average of about 40 percent HREE +Y. Thus, if mining of these deposits is found possible, this district could provide some of the Dy and Tb, which is predicted to become in critical short supply. With other prospects on the Bokan property largely untested, it is possible the REE resource at Bokan Mountain may eventually meet or even exceed the government’s 1989 estimate of 177 kt (195,000 st) of REE+Y (Warner and Barker, 1989).
Thus far, only one REE project in Alaska — Bokan Mountain — has reached an advanced stage of exploration. However, the numerous alkaline intrusive complexes in Alaska, combined with the tantalizing results of a number of past reconnaissance studies, suggest that more REE potential exists in Alaska. Many of the REE prospects lie in remote regions, but that has never dissuaded the hardy Alaskan prospectors of the past. (Any use of trade, product or firm names is for descriptive purposes only and does not imply endorsement from the U.S. government.) (References available from the authors.)

[Videomart]

Ucore praises Alaska governor's REE development, mining initiatives

Ucore Rare Metals says the proposed Alaskan State Budget for FY2013 includes a number of items specifically important to rare earth and strategic mineral development within the state.

Author: Dorothy Kosich
Posted: Thursday , 26 Jan 2012

http://www.mineweb.com/mineweb/view/mineweb/en/page72068?oid…

[nicolani]

could be a great play from now on!!

[Videomart]

WTO-Urteil zu Exportbeschränkungen
China kassiert Niederlage im Rohstoffstreit

Manager-Magazin | 31.01.2012
http://www.manager-magazin.de/politik/weltwirtschaft/0,2828,…

[Videomart]

Antwort auf Beitrag Nr.: 42.676.733 von nicolani am 31.01.12 21:11:07

Bisheriges Jahreshoch: 0,48Cad = 0,366EUR

[nicolani]

gezündet!!!

[Videomart]

Antwort auf Beitrag Nr.: 42.677.114 von nicolani am 31.01.12 22:13:27

Ich wür da das eher als "Vorglühen" bezeichnen!
Gezündet hat bisher nur Rare Element Resources:

http://bigcharts.marketwatch.com/quickchart/quickchart.asp?s…

[Videomart]

Antwort auf Beitrag Nr.: 42.677.441 von Videomart am 31.01.12 23:20:57

Sorry für die Rechtschreibung...
http://de.wikipedia.org/wiki/Legasthenie

[nicolani]

die hat ja schon abgehoben!

[Langstrumpf2]

http://www.theaureport.com/pub/na/12440

...
BK: There are a number of North American plays in Canada and the U.S. Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) has its principal ore site in Bokan Mountain, Alaska, near the southern end of the Alaska Panhandle. I love the geology and mineralogy at Bokan Mountain. It's extremely mineable.

TCMR: Are you expecting a significant resource upgrade at Bokan Mountain? The company just released its drill results from its 2011 campaign, which included 10,000 meters (m) of drill results that it's going to incorporate into its updated resource estimate. Do you have any idea how big that might get?

BK: I think that this is a very extensive deposit. Lots of nice, clean vein structures. It's very mineable. I'm not worried that the Bokan Mountain play is a flash in the pan. It's quality ore—a 50:50 ratio of heavy rare earths to light rare earths.

TCMR: Do you think the project is more likely to get developed because it's in Alaska?

BK: Yes. The Bokan Mountain district is more likely to get developed for a multitude of reasons. It has a mining legacy and a mining history in terms permitting. It is literally on top of a former mine site. There's an old uranium mine almost right next door to it. There is immensely good local and state support. There is no human habitation nearby. The footprint is also extremely small.
...

[nicolani]

Antwort auf Beitrag Nr.: 42.681.816 von Langstrumpf2 am 01.02.12 16:41:31

das schlägt ja alles, also jezt erst recht, dick aufladen, thanks for the link, LS!!

[Videomart]

Ucore ist eine der wenigen Explorer-Aktien, die sowohl in Kanada als auch in den USA erhöhte Aufmerksamkeit geniessen:

UCU UURAF

[Jackl24]

Hallo @all,

ein interessantes App............

Ucore Pressemitteilungen Rare Earth Mobile Applications

http://www.finanznachrichten.de/nachrichten-2012-02/22605407…

[Videomart]

Rare Earth Stocks - Raring To Go!

by: StockMarket Pundits | February 2, 2012
http://seekingalpha.com/article/335181-rare-earth-stocks-rar…

[Videomart]

Canada And Critical Rare-Earth Metals

by Jack Lifton on January 23, 2011
http://www.techmetalsresearch.com/2011/01/canada-and-critica…

[Videomart]

What are the Critical Materials?

"Magnequench Has Left the Building"

Posted Friday, 3 February 2012 | Source: GoldSeek.com

By Richard (Rick) Mills
"Ahead of the Herd"
http://news.goldseek.com/GoldSeek/1328287920.php

[Videomart]

Firm offers elemental app

February 2, 2012 - 7:06pm
By JOANN ALBERSTAT Business Reporter
http://thechronicleherald.ca/business/58310-firm-offers-elem…

[Videomart]

Rally In Rare Earth Stocks Take A Pause

SeekingAlpha | by: Dr. Duru February 7, 2012 | includes: AVL, GWMGF.PK, HREEF.PK, LYSCF.PK, MCP, REE, UURAF.PK

http://seekingalpha.com/article/345581-rally-in-rare-earth-s…

[Videomart]

[Videomart]

The Rare Earths Industry: A Delicate Balancing Act

by Professor Dudley J Kingsnorth
Centre for Research in Energy and Minerals Economics
(Curtin University, Western Australia)
and
Industrial Minerals Company of Australia Pty Ltd
Technology Metals Summit, Toronto, February 2012

http://treo.typepad.com/files/tms2012-creme-imcoa-djkingsnor…

[Videomart]

Critical rare earths face looming shortage

by Phil Burgert
Published 2/10/2012

http://www.futuresmag.com/News/2012/2/Pages/Critical-rare-ea…

[Langstrumpf2]

http://www.theaureport.com/pub/na/12562

...
TCMR: So let's talk about these HREEs.

JH: Here's an interesting example of a company that has HREEs in its deposit right here in the U.S.: Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) released an announcement that Alaska Governor Sean Parnell has allocated $8.1 million (M) in the proposed state budget for 2013 to expedite Ucore's development as a viable corporate entity. In other words, the state government of Alaska is sponsoring explicit support for Ucore's flagship Bokan Mountain project, which contains strategically important HREE metals of dysprosium and terbium. These metals have been highlighted by the U.S. Department of Energy as being at risk of a supply shortfall in the near term. With Ucore, Alaska has not only taken an active role in the development of a rare earth company but in reviving the whole rare earth and critical mineral industry from mining to magnets.
TCMR: Aside from Ucore in Alaska, do any other U.S. assets have heavy REEs?

JH: No. Not really. Ucore has the largest 43-101 HREE resources in the United States, although we have heard Rare Element Resources Ltd. (RES:TSX; REE:NYSE.A) and Molycorp Inc. (MCP:NYSE) are beginning to explore for the heavies around their current light rare earth (LREE) deposits. Those deposits have no historical geological footprint of HREEs like Ucore's Bokan Mountain, which has transitioned into the mine development stage. The company recently announced Ken Collison as the new chief operating officer. Ken is an experienced mine engineer with a long history of designing mines in an efficient and economic manner.
TCMR: Do you see end-user agreements on the horizon for Ucore and Tasman?

JH: I do. But they're going to have to be very careful because they have to study what works to the benefit of the shareholders. Do they wait to finalize these end-user agreements or do they take the capital upfront? These are major decisions that CEOs are thinking about. I'm surmising that not only Ucore and Tasman, but others with high-quality projects have received offers. Some REE companies may be reluctant to make deals because their shares are trading at such bargain-basement prices.

These companies know they're really undervalued. I mean, we're talking about potentially billion-dollar mines, and these companies are trading at market caps of $40, $50, $60M. Imagine you're the CEO of a company and you have shareholders you're accountable to. Do you take the money and take security, and limit your upside? Or do you wait, holding out until your valuation improves? It's a tough call. They can't announce anything until the deal is done. They can't say they are in talks, but that's most likely what's going on behind the scenes. As I understand it, the end-users are very interested in these companies because they want to ensure their security of supply. If they know they can be competitive and have access to a good supply, they're happy.
...

[Langstrumpf2]

http://www.miningandexploration.ca/rockstars/article/ucore_w…


UCore will benefit from experienced new COO
Love what you do - that’s the philosophy Ken Collison has followed through more than 40 years in the mining industry
http://www.miningandexploration.ca/rockstars/article/ucore_w…
What made you accept a position with Ucore?
I leaped into Ucore because I think it’s a heck of a good project, good people to work with. And it’s in southeast Alaska. So having lived in Juneau for 15 years, it was like going home. It’s a great project in rare earths, which I didn’t know hardly anything about, so that was really interesting when you’re learning something. So now we’re doing a preliminary economic assessment on that and then we’re doing a feasibility study. So that’s been fun and exciting and I enjoy that. What I hope to bring to Ucore is to get their permits as quick as we can, do a thorough environmental job to make sure that we know what we’re doing before we start, and then to have finished the PEA [preliminary economic assessment], which we should get done in the next couple of months. Once our feasibility study is complete, and I don’t have any doubt in my mind that it’s going to be economically feasible, then we get into the design and development and get the mine up and running and employing people. There’s nothing more gratifying than going to a place that’s nothing but bush, basically, and working there for a number of years, and all of a sudden there’s a couple of hundred people there, supporting their families with good paying jobs and living well. That’s probably one of the most gratifying things you can do.

[Videomart]

Rare Earth Stocks on the Upswing on Threat of Supply Shortage

Friday, February 17, 2012 8:20 AM
http://www.istockanalyst.com/business/news/5673870/rare-eart…

[Videomart]

Separated Rare Earth Oxides from Multiple Feedstocks

Featured In: Chem.Insider Daily | Field Report| Processing Equipment
Thursday, February 16, 2012

http://www.chem.info/Articles/2012/02/Processing-Equipment-S…

[Videomart]

Japanese still worried that dysprosium will be in continuing short supply

Thursday, February 23, 2012
http://www.raremetalblog.com/2012/02/cerium-neodymium-and-dy…

[Langstrumpf2]

Zitat von Videomart: Japanese still worried that dysprosium will be in continuing short supply

Thursday, February 23, 2012
http://www.raremetalblog.com/2012/02/cerium-neodymium-and-dy…

フラン
あなたは、再び右です。
素晴らしい週末を過ごす

[Kongo-Otto]

State Of Alaska Takes Active Role In Developing Heavy Rare Earths In The U.S.

http://www.dailymarkets.com/stock/2012/03/01/state-of-alaska…

und noch ne Meldung vom 2. März:

(http://thechronicleherald.ca/business/69381-tis-season-use-o…)

At Nova Scotia-based Ucore Rare Metals Inc., which is looking for rare metals in Alaska, chief operating officer Kenneth Collison bought 150,000 common shares at 47 cents each.

So langsam spiele ich auch mit dem Gedanken hier mal einzusteigen. Der Kurs bietet sich förmlich an.

[Langstrumpf2]

Byron King (Energy & Scarcity Investor) Interviews

http://media.ucore.com/ucore-tv/

[Langstrumpf2]

Zitat von Langstrumpf2: Byron King (Energy & Scarcity Investor) Interviews

http://media.ucore.com/ucore-tv/

[Langstrumpf2]

From pimpboss (Stockhouse):

According to the yahoo ucu message board, a email was sent and responded to regarding the pea date. Ken Collision stated that the PEA would e out the first week of April. Hope that helps.

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

[Langstrumpf2]

http://www.alaskadispatch.com/article/rare-earth-explorer-ra…

...

 
Rare-earth explorer ramps up plans to mine in Southeast Alaska
 
Alex DeMarban | Mar 19, 2012
Related

Alaska could be 'Silicon Valley' of rare earth mining?
A junior exploration company targeting rare earth minerals at a Southeast Alaska prospect is building a new team of "mine-development specialists" in hopes of launching production ASAP.

Randy MacGillivray, an environmental geoscientist who has worked at mines throughout the world, will be permitting manager for Ucore Rare Metals at the project on Prince of Wales Island, about 40 miles southwest of Ketchikan. MacGillivray's resume includes a successful stint as environmental manager forCoeur Alaska at the Kensington Gold Project during the final round of permitting, according to a Ucore statement. 

Gov. Sean Parnell and other leaders are promoting the state's rare-earth mineral potential, saying Bokan and other Alaska rare-earth prospects can help reduce China's dominance of those supplies. That country produces nearly the entire world's supply.  

Rare earth minerals have clunky names such as dysprosium, terbium and yttrium, but they're used in all kinds of gadgets, including cell phones, computer hard drives, solar cells and hybrid vehicles. They're also considered important for the military uses such as drones.

The Legislature approved Parnell's $500,000 request last year to launch a study of rare earth minerals in Alaska by the state Division of Geological and Geophysical Surveys. That effort is ongoing, and now Parnell is seeking additional money for the study in this year's budget.

MacGillivray will work with the state, the U.S. Forest Service, and other regulators to "bring Bokan into production without delay," according to the release. He represents the first of a comprehensive team of mine-development specialists being assembled by Ucore, said Chief Operation Officer Ken Collison.

 
Like many mining companies hoping to tap Alaska's minerals, Ucore is from out of state, with their home-base in Hammonds Plains, Nova Scotia, Canada. 

Contact Alex DeMarban at alex(at)alaskadispatch.com

 
http://www.alaskadispatch.com/article/rare-earth-explorer-ra…
...

[Langstrumpf2]

http://juneauempire.com/local/2012-03-19/alaska-rare-earth-r…

[Langstrumpf2]

http://www.theaureport.com/pub/na/12862

...
LM: My top picks include Matamec Explorations Inc. (MAT:TSX.V; MRHEF:OTCQX) and Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX). I cover both companies and they both have a favorable REE distribution with high percentages of the critical elements. I think Matamec has made significant progress with its metallurgy and its partnerships. The company just announced that Toyota Tsusho Corp. (TYHOF:OTC; 8015:JP) has signed a binding memo of understanding with Matamec, which means it has priority over the development of the Kipawa. That is very good for Matamec.

Ucore should come out with a preliminary economic assessment (PEA) in the next few weeks, and we should be able to better assess if it is an economically viable project. The project is in Alaska and we believe it is the most significant HREE deposit in the U.S. It's very interesting.
...

[Langstrumpf2]

The pimpboss went directly to the source and sent an email to Ken Collision regarding the level of federal support. Surprisingly, I got a response today and I have to say, the Pimpboss is impressed. Ken must have forwarded the email to Mark MacDonald at Ucore. Here is the response that I got:

"Great to hear from you.

We feel that US federal support for the development of a supply line for Strategic Materials and specifically the Critical Rare Earth Oxides (CREO) is growing. Improved understanding of the criticality of these elements to American green tech, high tech and military applications is evident in recent comments from both President Obama as well as leading GOP candidate Mitt Romney. In all instances, the primary resources required for a complete domestic supply line refer to the Alaskan deposits and specifically Bokan Mountain.

I have attached an article that outlines this position published on March 19th.

As you know we are on the verge of releasing our PEA on or about mid April. Preceding the NI 43-101 compliant PEA documents publication, we will release Stantec's mine scoping study currently under final review by Ken Collison and our Metallurgy flow sheet currently in its final stages of testing from Hazen Research.

It should be mentioned that the metallurgy flowsheet on the Dotson Ridge deposit at Bokan Mountain is more of a process upgrade. The USGS successfully completed the original ( http://goo.gl/N8Dnd ) flowsheet in 1996. That process was confirmed to comply with NI 43-101 standards in 2009 by Mountain States R&D International. Since then our research and development has focused on innovations such as the DEXERT ore sorting process upgrade ( http://goo.gl/eXa35 ) that will radically improve the process from an economic standpoint.

I am available for further discussion as below."

Warm regards,
Mark




http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

[Dirkix]

Antwort auf Beitrag Nr.: 42.940.008 von Langstrumpf2 am 22.03.12 11:14:05

Sounds good!!!

Wer ist die Quelle? Kennst du den? Zuverläsig?

[Langstrumpf2]

Antwort auf Beitrag Nr.: 42.941.485 von Dirkix am 22.03.12 15:12:41

Schwer zu sagen. Sagen wir es mal so: In 2 - 3 Wochen wissens wir es. Bis dahin soll PEA bekannt gegeben sein.

Siehe dazu auch die ältere Meldung:

"From pimpboss (Stockhouse):

According to the yahoo ucu message board, a email was sent and responded to regarding the pea date. Ken Collision stated that the PEA would e out the first week of April. Hope that helps.

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…"

[Langstrumpf2]

Von Tekton, ein sehr ehrenhaftes Mitglied von Stockhouse:


I'm picking up some shares tomorrow, ahead of the PEA which should be out shortly.   I got a return email from Mark Macdonald : "We are very excited to be releasing our Preliminary Economic Assessment in the very near future. Lots of great progress being made."          Maybe Monday?
Not sure how soon "the very near future" is, but I'm thinking the way the PPS is behaving, someone is loading up.  Since Fridays are usually dour for mining stocks, I'm thinking it'll be a day to make a play.   We'll see.
Good luck to all.


http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

[Dirkix]

Vom 19. März:

Ucore Appoints Mine Permitting Manager for Bokan Project

March 19, 2012 – Halifax, Nova Scotia – Ucore Rare Metals Inc (TSX-V:UCU) is pleased to announce the appointment of Randy MacGillivray as Senior Mine Permitting Manager for the Bokan Heavy Rare Earth project on Prince of Wales Island in Alaska, USA.

Randy MacGillivray is an Environmental Geoscientist with over 20 years of environmental and geological management experience based in Alaska, Colorado, Idaho, Nevada, Canada, New Zealand, Chile, Guyana and Bolivia. Randy has mine project management experience involving the full-spectrum of permitting, compliance, reclamation, remediation, and water quality planning involving both active chemical and passive biological treatment systems.

Randy has experience in establishing and auditing environmental management systems, including community and First Nations consultation and engagement strategies. He has served as the Environmental Manager for Coeur Alaska at the Kensington Gold Project during the final round of permitting which obtained the successful Record of Decision and Corp of Engineers 404 operating permits. Randy graduated with a Bachelor of Science in Geology from the University of British Columbia and is a licensed Professional Geoscientist in British Columbia.

“We’re excited to have attracted a senior representative with the depth of experience in permitting such a major Alaskan operation as Kensington,” said Jim McKenzie, President & CEO of Ucore. “Few people would have the broad skill set and Alaska-specific knowledge that Randy brings to Ucore. He’ll be working in close cooperation with the State of Alaska, the US Forest Service, and associated regulators to bring Bokan into production without delay. Randy represents the first of a comprehensive team of mine development specialists being assembled by Ucore COO Ken Collison, and we welcome him to the Ucore team.”


http://ucore.com/ucore-appoints-mine-permitting-manager-for-…

[Langstrumpf2]

http://www.alaskajournal.com/Alaska-Journal-of-Commerce/AJOC…

...
In the meantime, the studies will look at environmental data such as water quality and fish studies. This data will be required later for the permitting process. Collison said the mine is probably about three years from opening if all goes well but this will be dependant on a number of issues, especially with lengthy permitting procedures. The current pre-cost studies will also point out different items that need to be worked on, such as mining methods.

Collison said the mine will have a 10- to 15-year lifespan, but that could be increased.

“One thing I like to tell people is miners like to mine. And so the trick is to get the mine going and they’ll find ways to keep it going,” he said.

Collison said the underground would probably employ around 200 people but the exact number is still unknown. Current plans also include processing the materials onsite.
...

[Langstrumpf2]

[Videomart]

Michael Berry, Morning Notes (3/27/12)
"Ucore Rare Metals Inc. is a company we have written on before and still believe has advantages that can set it apart from the (still too large) REE junior universe. . .the company recently announced that the x-ray sorting technology (XRT) it was experimenting with on a pilot scale has produced similar results on a bulk scale. More specifically, the tests demonstrated a 93% REO recovery rate with 46% of the feed being rejected as waste. This is uniformly positive, as it shows that the XRT process can be successfully scaled up to handle a larger amount of material on a commercial scale. It is most promising that this technology indicates that both operating and capital expenses can be lowered. . .with COO Ken Collison building a mining team at Ucore (and the recent hiring of Randy MacGillivray as senior mine permitting manager), it's clear that the company is making the transition to advanced exploration and positioning for a production decision."

http://www.theaureport.com/pub/co/409

[Videomart]

Big News From China On The Future Of The Heavy Rare Earths Industry

by Jack Lifton on March 31, 2012
http://www.techmetalsresearch.com/2012/03/big-news-from-chin…

[Videomart]

Could Investigation into Rare Earth Quotas be Just What the Market Needed?

Resource Investing News | Apr. 2, 2012, 7:15 AM
By Adam Currie

Auszug:

According to recent reports, an increased wariness about China’s monopoly on rare earth has reinvigorated financial support for new rare earth mines, including efforts by US entrepreneurs seeking to obtain financing to reopen Molycorp’s (NYSE:MCP) Mountain Pass mine, and attempts in Japan to fund new mining ventures in Australia, Kazakhstan, Mongolia, and Vietnam.

The first signs of legislative debate were seen recently when Lisa Murkowski, the Senator of Alaska, announced that the answer to once again creating an independent market is to increase US development of rare earth mines and refineries. She has introduced legislation that she claims allows the designation of rare earth sites as “critical to US strategic interest.”

Murkowski commented,“ the president wants to sue the Chinese for something that we could – and should – be producing for ourselves,” before adding, “all he has to do is look north to Alaska, which has already identified roughly 70 rare earth elements sites.”

She has also, with the support of many within the REE sector, criticized the current government for not paying enough attention to her Critical Minerals Policy Act of 2011, which has been languishing with the senate Energy and Natural Resources committee since last year.

...
http://www.businessinsider.com/could-investigation-into-rare…

[Videomart]

US Will Benefit Least From WTO Rare Earth Case: Expert

Tue 27 Mar 12 | 06:35 PM ET

Jack Lifton, Senior Fellow, Institute for the Analysis of Global Security and Co-Founder, Technology Metals Research believes the lawsuit will not make any difference to the U.S. supply of rare earth given their lack of supply chain facilities for processing the minerals.

http://video.cnbc.com/gallery/?video=3000080142#

[Videomart]

Ucore Rare Metals Assembles Highly Experienced Mine Development Team

By Jeb Handwerger | Apr 02, 2012 07:03AM GMT
http://www.forexpros.com/analysis/ucore-rare-metals-assemble…

[Videomart]

Rare Earth Supplies in U.S. to Meet Defense Needs, Pentagon Says

By Gopal Ratnam - Apr 4, 2012 6:00 AM GMT+0200
http://www.bloomberg.com/news/2012-04-04/rare-earth-supplies…

[Langstrumpf2]

[nicolani]

ucore könnte zum spielball der big-player werden, wenn sie nicht bald übernommen werden, für mich übernahme-kandidat nr.1 im gesamten ree-umfeld, einmal wegen geopolitischer situation und wegen der hree!

[Langstrumpf2]

http://connecticutcomments.blogspot.ca/2012/04/ucore-rare-me…

...
There are rumors in the market that the PEA will be out this coming week. The company, however, is officially silent on that point. In view, however, of the delay in the release of the PEA beyond the announced original date, there is pressure on UCORE to at least announce a new schedule for that event. As things stand now, all that is public is an incorrect statement of the timing. In my view, the lack of any formal announcement of delay from UCORE means that the release is actually imminent.
...

[Kongo-Otto]

Hmm....jetzt ist guter Rat teuer.
Wollte hier eigentlich aufs 52-Wochen-Tief warten und dann reinhüpfen.
Mal überlegen, ob ich dann doch jetzt schon ne kleine Posi aufbaue, falls die PEA einen entsprechenden Schub auslöst.
Wobei, in dem Umfeld....

[Langstrumpf2]

Here is a response from Mark McDonald:

Nice to hear from you again.

We are expecting to release the mine scoping study, the metallurgy flowsheet and then the PEA in that order. In the Herald article by John Demont he mentions that the PEA was expected in 'the coming months'. The Demont article was written after a long and detailed discussion with Jim McKenzie and myself pertaining mostly to macro economic issues around the WTO complaint about Chinese REE export policy.

The very specific timing of these releases is difficult to forecast. That being said as per our communications this year we are targeting April to have these individual reports, from our partners, completed. Since the 'mine scoping' and metallurgy reports feed the PEA they will precede that release. The reports are complex and need to be distilled for the public and specifically our investors. Press releases authored by our administration team are then reviewed by our technical team and approved by the executive and importantly, an independent 'Qualified Person'. This process is sometimes protracted.

We are very pleased with the quality of these reports so far. The Mine Scoping Study by Stantec Engineering is complete and we are currently finishing the final technical reviews so that we can release its conclusions very soon. The management team are impatient as are most investors that I deal with. Notwithstanding we can not afford to rush these releases as they include vital information that will be studied very closely. Our investors and partners have come to expect a high level of quality across our communications suite including our press releases, newspaper and magazine articles, website, social media, apps, corporate presentations and the Ucore TV videos that we release regularly. We will not sacrifice quality for timing.

John Demont understands the nature of the business and may have given us more elbow room than we need to deliver the expected releases.

We at Ucore in partnership with Knight Piesold, Hazen Research, Stantec Engineering, Lintek Engineering, Wardrop (TetraTec) Engineering, Aurora Geosciences and Acculabs under the direction of Ken Collison are working diligently to get the above mentioned partner generated reports delivered this month and the information released to the public forthwith.

Best regards,
Mark

[4now]

Antwort auf Beitrag Nr.: 43.044.749 von Langstrumpf2 am 16.04.12 16:39:38

das liest sich schon wesentlich besser als bei Stans,...

[Langstrumpf2]

http://ucore.com/ucore-completes-underground-mine-design-for…


Ucore Completes Underground Mine Design for Bokan Project
April 18, 2012 – Halifax, Nova Scotia – Ucore Rare Metals Inc (TSX-V:UCU) (OTCQX:UURAF) (“Ucore” or “the Company”) is pleased to announce the receipt of an underground Mine Design (“MD”) study of the Bokan Heavy Rare Earth project on Prince of Wales Island in Alaska, USA (the “Project”). The MD was completed by Stantec, of Tempe, AZ.

The objective of the study was to recommend the most advantageous mining methodology from a range of alternatives, and estimate the capital and operating costs for the underground mine. The MD is an important component of Preliminary Economic Assessment (“PEA”) for Bokan, due in the near term. The responsibility for the overall PEA rests with Wardrop, A Tetra Tech Company (“Tetra Tech”).

The MD report recommends an appropriate mining methodology based on resource geometry and geotechnical considerations. Additional aspects of the study include the preparation of a conceptual mine plan and the estimation of the mine production rate and production schedule. The full Bokan MD report will be released on conjunction with the PEA, due in the near term.

“As our Preliminary Economic Assessment moves to completion, this underground mining study is an important component of logistical analysis”, said Jim McKenzie, President & CEO of Ucore. “The report affirms the mining potential at Bokan, and offers insight into the comprehensive PEA which is pending in the near term. The study sets out a crown pillar where the mineralisation outcrops at surface, resulting in a daylight expression that yields minimal environmental disturbance. The report also affirms that high grade content can be accessed close to mine mouth, with a prospective positive effect on initial construction cost and turnaround.”

“Further, the prospective minable resource size has been increased by 44% over prior estimates (from 3.7 million tonnes to 5.3 million tonnes)”, continued McKenzie, “due to a reduction of cutoff grade. The expected daily production rate for Bokan has also been increased by 50% over previous interim estimates (from 1000 to 1500 tpd), with a potentially material impact on rate of return. Our thanks to the engineering team that delivered this analysis on time and within budget.”

The MD report was based on the inferred mineral resource block model provided by Aurora Geosciences (Alaska) Ltd. and released by Ucore in March of 2011. After a review of the block model inventory at various TREO % cutoff grades, it was determined that 0.4% TREO would be utilized as an economic cutoff for the mine design. At this cut-off, the resource consists of 5.3 million tonnes of mineralization at an average grade of 0.65% TREO, of which 40% are HREO.

Based on a review of the geometry of the mineralized body, Stantec determined that blasthole stoping is the most appropriate mining methodology for the project. Blasthole stoping is a very productive and efficient underground mining method and is based on a designed mine production rate of 1500 tpd. The resultant production schedule forecasts 540,000 tonnes per annum. The MD report suggests the use of mill tailings as paste backfill to fill the mined out areas of the underground. This technique promises to minimize the need to store tailings in a management facility at surface.

The total required operating manpower of the underground mine is estimated at 118 persons, including mine administrative personnel. Mine personnel calculations are based solely on the underground portion of the mine, and are exclusive of personnel required for subsequent administration, surface operations and processing. Detailed capital and operating cost estimates will be released in conjunction with the PEA.

Srikant Annavarapu of Stantec Inc. is the Qualified Person with respect to this press release and has approved the disclosure of the technical information contained herein.

[FaxenClown]

Zitat von 4now: das liest sich schon wesentlich besser als bei Stans,...

... naja, ich flechte mal die letzte News ein und dann sehen wir weiter:

540.000t Ore / a * 0,65% TREO * 94% Sort (und Mill?) Recovery

.... macht 3300t - unrepariertes REO-Conzentrat mit dem man in die SX geht (Recovery vom REO abhängig). Kommen also 3-3,3 ktpa Misch-REO und davon grob 1,1-1,3ktpa Misch-HREO bei rum, davon sind wiederrum 700-800t Yttrium, bleiben 450-500tpa "echte" Misch-HREO. Bei einer SX-Recovery von angenommenen 90-100%.

... ist zwar grob das 1,5- bis 2-fache an Output, was Stans beabsichtigt - aber die reine HREO-Menge ist in etwa vergleichbar (Ucore bekommt ca 20% mehr raus als Stans) , wenn man die grob 25% Yttrium bei beiden rausrechnet (also HREO-Y). Mit dem feinen Unterschied, dass bei Ucore das Misch-Konzentrat rauskommt und bei Stans (wahrscheinlich) separierte Oxide und/oder Metalle. Über den Wert von dem Rohmaterialien (Konzentrat) und die Wertsteigerung durch den Einsatz von Know How (also separierte REO, Metalle oder Downstream wie Alloys) unterhalten wir uns bei GWG ja genug, das lass ich mal aus.

Dazu kommt, dass Bokan eine reine Untergrund-Mine ist und Stans halt Open Pit ... je nach Strip-Ratio sind da die OPEX und CAPEX schon unterschiedlich.

Infrastruktur (Gas,Wasser, Schei*e ... und Transportwege) haben beide gleichermaßen - hier spar ich mir den Vergleich.

Die CAPEX fürs "reine Processing" spricht ein wenig für Bokan, weil Stans sich eine riesen Mill für bis zu 360Mio CAD (Lynas-Referenz = 36Mio$/120ktpa Ore) hinstellen muss und bei Ucore nur 80-100Mio für die Mill (nach 44% Ganggestein-Aussortierung, also 300ktpa Ore) ABER plus den Sortierer plus den Minenaufbau hinlegen muss - wieviel auch immer das sein könnte?!

Quelle für Recovery + Konzentrationsverhältnis des Sortierers (leider keine Kostenangaben):

http://ucore.com/ucore-confirms-effectiveness-of-xrt-ore-sor…


Bei beiden werden die Energiekosten auf die OPEX schlagen. Bei Stans halt für die energieaufwändige Mühle ... und bei Ucore für´s aufheizen beim leeching (150-300°C)

RARE EARTH RECOVERY FROM BOKAN MOUNTAIN, ALASKA.
By G.K. Green and D.D. Harbuck.
http://ucore.com/Green_%20Harbuck.pdf

Auf Grund der höheren Output-Menge von Bokan, sind dann die realen Umsätze und Gewinne in $ vielleicht höher als bei Stans (mit dem Unsicherheitsfaktor durch das minderwertige Mischprodukt), aber über ein höheres Verhältnis zwischen Aufwand und Ertrag bei Ucore würde ich nicht meine Finger ins Feuer legen - die Zahlen werden es irgendwann vielleicht zeigen, vielleicht irre ich mich ja auch mal.

... trotzdem schön, dass es (wenigstens hier) mal ein paar Zahlen gibt, auf die man bei Stans bereits lange wartet

MfG, FaxenClown

[Videomart]

[Langstrumpf2]

Hey, mal einige Bekannte hier. Mal sehen wir lang das haehlt.

[FaxenClown]

Zitat von Langstrumpf2: Hey, mal einige Bekannte hier. Mal sehen wir lang das haehlt.

.. ich würde es - in meinem Fall - mit "katzenartigem Interesse" umschreiben.

Alle schleichen auf Recherche herum ... und wenn es wo etwas lauter raschelt (wie heute bei Ucore), dann macht das neugierig.

Dann wird mal kurz reingeschnuppert - und wenn´s nimmer raschelt, geht man auch wieder. Aber ab und zu springen dabei auch mal ein paar Mäuse raus



MfG, FaxenClown

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.057.694 von FaxenClown am 18.04.12 23:03:05

Nun, hier wird es demnächst nochmal rascheln und hoffentlicher etwas lauter als gestern. Stichwort "Preliminary Economic Assessment".

[Langstrumpf2]

https://estore.infomine.com/an-introduction-to-cut-off-grade…

An Introduction to Cut-off Grade Estimation

Does the material being mined have enough value to be worth processing? Should it be processed immediately or stockpiled? And if multiple processes are available, like heap leaching and milling, which one should be used?

A cut-off grade can provide the answers.

An Introduction to Cut-off Grade Estimation examines one of the most important calculations in the mining industry.

Cut-off grades are essential to determining the economic feasibility and mine life of a project. Increased cut-off grades can reduce political risks by ensuring higher financial returns over a shorter period of time. Conversely, lower cut-off grades may increase project life with longer economic benefits to shareowners, employees, and local communities.

Cut-off grades also impact reported reserves, which are closely monitored by stock exchanges and regulatory agencies.

Author Dr. Jean-Michel Rendu, an internationally recognized expert in the management, estimation, audit, and public reporting of mineral resources, provides practical insights into this critical variable.

You’ll learn about minimum cut-off grades, as well as those for deposits containing multiple valuable minerals.

Dr. Rendu explains which costs should be included in cut-off grade calculations and considerations when planning open pit, underground, and block and panel caving operations. He shows how to optimize a copper mining project by changing grind size, and demonstrates the relationship between deposit modeling, ore control, and cut-off grades.

An Introduction to Cut-off Grade Estimation includes dozens of charts, graphs, and mathematical formulas to explain basic concepts in a simple, step-by-step fashion.

It is a “must read” for mine managers, analysts, geologists, mining engineers, and public policymakers who want to stay on the leading edge of their profession.

Contents
•Introduction
•Minimum Cut-off Grades
•Cut-off Grade for Polymetallic Deposits
•Cut-off Grade and Optimization of Processing Plant Operations Conditions
•Cut-off Grade and Mine Planning—Open Pit and Underground Selective Mining
•Cut-off Grade and Mine Planning—Block and Panel Caving
•Which Costs Should Be Included in Cut-off Grade Calculations
•When Marginal Analysis No Longer Applies: A Gold Leaching Operation
•Mining Capacity and Cut-off Grade When Processing Capacity Is Fixed
•Mining Capacity and Cut-off Grade When Mining Capacity Is Fixed
•Mining and Processing Capacity and Cut-off Grade When Sales Volume Is Fixed
•Releasing Capacity Constraints: A Base Metal Example
•Relationship Between Mine Selectivity, Deposit Modeling, Ore Control, and Cut-off Grade
•Conclusions

By Jean-Michel Rendu. Published by SME in 2008. 112 pages.

PRICE: Can$91.00

[Kongo-Otto]

Ucore Completes Underground Mine Design for Bokan Project

http://www.marketwatch.com/story/ucore-completes-underground…

[FaxenClown]

Zitat von Kongo-Otto: Ucore Completes Underground Mine Design for Bokan Project

http://www.marketwatch.com/story/ucore-completes-underground…

... sagt man an so einer Stelle eigentlich "Mahlzeit", oder noch "Guten Morgen"?

Ein Blick in Posting 849 hätte wunder bewirkt ... und dir Zeit erspart.

Nix für Ungut, FaxenClown

[Kongo-Otto]

Antwort auf Beitrag Nr.: 43.059.921 von FaxenClown am 19.04.12 12:34:06

Als Schwabe spare ich an allem, bloß nicht an Beiträgen.

[Langstrumpf2]

Zitat von FaxenClown:

Zitat von Kongo-Otto: Ucore Completes Underground Mine Design for Bokan Project

http://www.marketwatch.com/story/ucore-completes-underground…

... sagt man an so einer Stelle eigentlich "Mahlzeit", oder noch "Guten Morgen"?

Ein Blick in Posting 849 hätte wunder bewirkt ... und dir Zeit erspart.

Nix für Ungut, FaxenClown

Mojn, mojn. Passt immer.

[Krawallo29]

Tja Ucore hatte ich jetzt schon so lange auf der Beobachtungsliste, da bin ich heute doch gleich mal zugestiegen!
Evtl. sind momentan Rabatt-auf-alles-außer-Tiernahrung-Preise...
Wer weiß?

[Langstrumpf2]

Zitat von Krawallo29: Tja Ucore hatte ich jetzt schon so lange auf der Beobachtungsliste, da bin ich heute doch gleich mal zugestiegen!
Evtl. sind momentan Rabatt-auf-alles-außer-Tiernahrung-Preise...
Wer weiß?

Schoen ein weiterer Mitstreiter. Ja, dieser Markt scheint bei den Minenwerten allgemein zu uebertreiben. Einkaufskurse, egal wo man hinguckt.

[Langstrumpf2]

Um es klar zu stellen. Mein Hauptinvestment ist GWMG und nicht Ucore. Only for the records.

[Kongo-Otto]

Antwort auf Beitrag Nr.: 43.063.201 von Langstrumpf2 am 19.04.12 21:53:44

UCU reizt schon, aber mir ist es noch zu heiß zum Einsteigen.
Der TSX-V gefällt mir gar nicht....also lieber mal warten (und zur Not halt den Zug verpassen).

[Videomart]

RE: Lowering the Cutoff Grade

Tekton
4/18/2012 11:03:28 PM

The cutoff grade of 0.4% would cut the value by half or only a paltry $600 per ton value. It's a pretty safe bet that they can opencut quarry,crush, separate, and stockpile the ore for something less than $50 per ton. At this point it's basically a glorified gravel pit.

Plan A would stop here. On the low cutoff end the return would be 10 to 12 fold, and on the highend, 25 fold, at current prices. How's that for a ballpark estimate? Of course, selling the ore means you don't get to realize the full value of the finished oxides. And, the current refinement technology only returns about 70% or so of the actual mineral resource at the mine, as finished oxides and metals.

So, it would seem reasonable to carry this process at least through beneficiation, to realize a better return.

http://www.stockhouse.com/bullboards/MessageDetail.aspx?s=UC…

[Videomart]

Nach der Halbierung der Cut-Off-Grades scheint der Wert ins Bodenlose zu stürzen.

Das ist genau so eine Nummer wie Commerce Resources:
Werbetechnisch aufgebauscht bis zum "Geht-Nicht-Mehr", danach die gähnende Leere...

[4now]

Zitat von FaxenClown:

Zitat von 4now: das liest sich schon wesentlich besser als bei Stans,...

... naja, ich flechte mal die letzte News ein und dann sehen wir weiter:

540.000t Ore / a * 0,65% TREO * 94% Sort (und Mill?) Recovery

.... macht 3300t - unrepariertes REO-Conzentrat mit dem man in die SX geht (Recovery vom REO abhängig). Kommen also 3-3,3 ktpa Misch-REO und davon grob 1,1-1,3ktpa Misch-HREO bei rum, davon sind wiederrum 700-800t Yttrium, bleiben 450-500tpa "echte" Misch-HREO. Bei einer SX-Recovery von angenommenen 90-100%.

... ist zwar grob das 1,5- bis 2-fache an Output, was Stans beabsichtigt - aber die reine HREO-Menge ist in etwa vergleichbar (Ucore bekommt ca 20% mehr raus als Stans) , wenn man die grob 25% Yttrium bei beiden rausrechnet (also HREO-Y). Mit dem feinen Unterschied, dass bei Ucore das Misch-Konzentrat rauskommt und bei Stans (wahrscheinlich) separierte Oxide und/oder Metalle. Über den Wert von dem Rohmaterialien (Konzentrat) und die Wertsteigerung durch den Einsatz von Know How (also separierte REO, Metalle oder Downstream wie Alloys) unterhalten wir uns bei GWG ja genug, das lass ich mal aus.

Dazu kommt, dass Bokan eine reine Untergrund-Mine ist und Stans halt Open Pit ... je nach Strip-Ratio sind da die OPEX und CAPEX schon unterschiedlich.

Infrastruktur (Gas,Wasser, Schei*e ... und Transportwege) haben beide gleichermaßen - hier spar ich mir den Vergleich.

Die CAPEX fürs "reine Processing" spricht ein wenig für Bokan, weil Stans sich eine riesen Mill für bis zu 360Mio CAD (Lynas-Referenz = 36Mio$/120ktpa Ore) hinstellen muss und bei Ucore nur 80-100Mio für die Mill (nach 44% Ganggestein-Aussortierung, also 300ktpa Ore) ABER plus den Sortierer plus den Minenaufbau hinlegen muss - wieviel auch immer das sein könnte?!

Quelle für Recovery + Konzentrationsverhältnis des Sortierers (leider keine Kostenangaben):

http://ucore.com/ucore-confirms-effectiveness-of-xrt-ore-sor…


Bei beiden werden die Energiekosten auf die OPEX schlagen. Bei Stans halt für die energieaufwändige Mühle ... und bei Ucore für´s aufheizen beim leeching (150-300°C)

RARE EARTH RECOVERY FROM BOKAN MOUNTAIN, ALASKA.
By G.K. Green and D.D. Harbuck.
http://ucore.com/Green_%20Harbuck.pdf

Auf Grund der höheren Output-Menge von Bokan, sind dann die realen Umsätze und Gewinne in $ vielleicht höher als bei Stans (mit dem Unsicherheitsfaktor durch das minderwertige Mischprodukt), aber über ein höheres Verhältnis zwischen Aufwand und Ertrag bei Ucore würde ich nicht meine Finger ins Feuer legen - die Zahlen werden es irgendwann vielleicht zeigen, vielleicht irre ich mich ja auch mal.

... trotzdem schön, dass es (wenigstens hier) mal ein paar Zahlen gibt, auf die man bei Stans bereits lange wartet

MfG, FaxenClown

Mein "das liest sich schon besser" war lediglich auf das erscheinen des PEA bezogen. Der hier ja definitiv angekündigt wurde. (Gestern sogar noch eine Vorrausschau auf den Minenteil gemacht wurde um den Kursverfall zu stoppen,...)
Ob Stans, Ucore, Northern Minerals, Hastings, Quest, Tasman... der Wert pro ausgegrabener Tonne ist überall bescheiden, dazu alle erst 2016 und außer Stans nur Konzentrat . Steenkampkraal ist der wahre HREE Wert, 0,23% Dysprosium 1,9%HREE+Y. Wenn diese HREE Dinger so toll wären warum fallen Avalon, Tasman nach Veröffentlichung der PEA ? Stans ist für eine Überraschung gut (Rhodia) aber ob das von Vorteil für die Aktionäre ist ?
Wenn das integrierte Modell von MCP und GWG am Markt verstanden wird kann das nur das Ende der Konzentratklitschen sein. Und derzeit siehts danach aus. Beide waren die letzten Tage recht stabil. Der Markt regelt es.
Da gabs vorgestern diese News wo Vale mit Petrobas Rare earth entwickeln möchte mit dem Hinweis das Mining Business braucht neue Geschäftsmodelle. Es ist das Mine to Market/Magnet Modell. Ich geh mal davon aus und alles andere wäre eine Überraschung. ps.: was kann in dem Umfeld/unter dieser Annahme aus Lynas werden ?

[Langstrumpf2]

Zitat von Videomart: Nach der Halbierung der Cut-Off-Grades scheint der Wert ins Bodenlose zu stürzen.

Das ist genau so eine Nummer wie Commerce Resources:
Werbetechnisch aufgebauscht bis zum "Geht-Nicht-Mehr", danach die gähnende Leere...

Nochmal ein Auszug aus meinem Beitrag 855:

...
Cut-off grades are essential to determining the economic feasibility and mine life of a project. Increased cut-off grades can reduce political risks by ensuring higher financial returns over a shorter period of time. Conversely, lower cut-off grades may increase project life with longer economic benefits to shareowners, employees, and local communities.
...

[Langstrumpf2]

Zitat von Videomart: RE: Lowering the Cutoff Grade

Tekton
4/18/2012 11:03:28 PM

The cutoff grade of 0.4% would cut the value by half or only a paltry $600 per ton value. It's a pretty safe bet that they can opencut quarry,crush, separate, and stockpile the ore for something less than $50 per ton. At this point it's basically a glorified gravel pit.

Plan A would stop here. On the low cutoff end the return would be 10 to 12 fold, and on the highend, 25 fold, at current prices. How's that for a ballpark estimate? Of course, selling the ore means you don't get to realize the full value of the finished oxides. And, the current refinement technology only returns about 70% or so of the actual mineral resource at the mine, as finished oxides and metals.

So, it would seem reasonable to carry this process at least through beneficiation, to realize a better return.

http://www.stockhouse.com/bullboards/MessageDetail.aspx?s=UC…

Der gleiche Tekton auf RareMetalBlog:

"The MD report was based on the inferred mineral resource block model provided by Aurora Geosciences (Alaska) Ltd. and released by Ucore in March of 2011. After a review of the block model inventory at various TREO % cutoff grades, it was determined that 0.4% TREO would be utilized as an economic cutoff for the mine design. At this cut-off, the resource consists of 5.3 million tonnes of mineralization at an average grade of 0.65% TREO, of which 40% are HREO."

Die Aussage zum CutOff hier nochmal:

"The MD report was based on the inferred mineral resource block model provided by Aurora Geosciences (Alaska) Ltd. and released by Ucore in March of 2011. After a review of the block model inventory at various TREO % cutoff grades, it was determined that 0.4% TREO would be utilized as an economic cutoff for the mine design. At this cut-off, the resource consists of 5.3 million tonnes of mineralization at an average grade of 0.65% TREO, of which 40% are HREO."

Various TREO % cutoff grade ist hier das Stichwort.

http://www.raremetalblog.com/2012/04/ucore-completes-undergr…

[Langstrumpf2]

Und noch was in Sache Cut-Off-Grade:

http://www.goldinvest.de/index.php/was-sind-cut-off-grade-21…

Folgende Tabelle zeigt den Überblick:


Je höher der Cut-Off-Grad angesetzt wird, desto weniger Erz geht in die Schätzung ein und entsprechend kleiner ist die förderbare Menge an Gold. Umso hochgradiger ist aber auch das potenziell geförderte Erz und damit der Erlös je Tonne geförderten Materials.

[FaxenClown]

Zitat von 4now: Mein "das liest sich schon besser" war lediglich auf das erscheinen des PEA bezogen. Der hier ja definitiv angekündigt wurde. (Gestern sogar noch eine Vorrausschau auf den Minenteil gemacht wurde um den Kursverfall zu stoppen,...)
Ob Stans, Ucore, Northern Minerals, Hastings, Quest, Tasman... der Wert pro ausgegrabener Tonne ist überall bescheiden, dazu alle erst 2016 und außer Stans nur Konzentrat . Steenkampkraal ist der wahre HREE Wert, 0,23% Dysprosium 1,9%HREE+Y. Wenn diese HREE Dinger so toll wären warum fallen Avalon, Tasman nach Veröffentlichung der PEA ? Stans ist für eine Überraschung gut (Rhodia) aber ob das von Vorteil für die Aktionäre ist ?
Wenn das integrierte Modell von MCP und GWG am Markt verstanden wird kann das nur das Ende der Konzentratklitschen sein. Und derzeit siehts danach aus. Beide waren die letzten Tage recht stabil. Der Markt regelt es.
Da gabs vorgestern diese News wo Vale mit Petrobas Rare earth entwickeln möchte mit dem Hinweis das Mining Business braucht neue Geschäftsmodelle. Es ist das Mine to Market/Magnet Modell. Ich geh mal davon aus und alles andere wäre eine Überraschung. ps.: was kann in dem Umfeld/unter dieser Annahme aus Lynas werden ?

... hatte das mit dem "das liest sich schin besser im falschen Kontext verstanden - dementsprechend sei ein "Sorry!" rübergereicht.

Ja, bei den HREO-Buden ist noch nicht klar absehbar ob überhaupt und wenn ja wer überlebt. Zu den niedrigen Grades sei noch mal kurz angemerkt, dass "wenn man wenig hat, sollte wenigstens die Recovery hoch sein" das Hauptaugenmerk sein sollte. Effizienz ist hier in den ersten Schritten Milling und Benification sehr groß geschrieben - sonst siebt man sich tot.

Der andere Großposten ist halt die bei HREO deutlich größere (auch finanzielle) Aufwand bei der Separation und das dort fehlende Compound. Hier wird bei den "konzentratlern" viel Marge einfach weggeschmissen, siehe "Pele Mountain PEA": Wollen 2,16Mrd Umsatz machen und hauen 535Mio für´s Tolling raus ... das sind 20% mehr Umsatz - aber natürlich spart man sich Zeit & Geld für das SX-Plant.

Zu TAS & AVL nur soviel: TAS will auch "nur" Konzentrat herstellen ... und AVL will halt 1,3 Mrd für den Start von 10ktpa REO (aber dann echte Oxide!).

Ich seh es derzeit so, dass AVL mit seiner "stille Reserve“ bis zum nächsten Hype in 5-20 Jahren versauert und TAS hat nur Probleme, wenn es keinen „separationsfähigen Partner oder Merger“ findet – und wenn ich mir da die Landkarte anschaue sind wir direkt bei MCP & GWG gelandet. By the Way, finde es gut, dass du nach 2Jahren „MCP vs. GWG“ beide Unternehmen als „in Ihrem Segment überlebensfähig“ akzeptierst. War ein langer Weg für mich

… aber von „Stabilität der Kurse“ seh ich momentan noch nicht viel – ist halt Rohstoff-Nebensaison und die Kinderschuhe müssen auch beide erstmal ablegen.

Zu den „big Three“ hab ich so meine Bedenken, dass sind hauptsächlich Massen-Mover, die ihr Business „große Mengen schnell & billig aus der Erde zu holen“ drauf haben. Wobei man aber auch nicht vergessen darf, dass die keine Ahnung von der Weiterverarbeitung haben – auch wenn deren Abraumhalden gigantische Schätze an REO aufweisen sollten, z.B. Olympic Dam oder diverse Tailings, z.B. analog zu Baoutou in den Eisenlagerstätten. Einen guten Weg geht da Alkane, die wollten Zirkon …. Und haben REO und Nb direkt mitgenommen.

… und beim SX-Know How sind wir wieder bei China – oder den Auftrags-Separatisten – dem Tolling-Konzept wie bei IMC von Gareth Hatch räume ich durchaus Erfolgschancen ein – eher als so manchem Konzentratler, da z.B. bei IMC „politisch korrekte“ – also nicht-chinesische – HREO´s rauskommen. Da hätte ich gesagt: Klein Anfangen und dann mit zunehmendem Umsatz/Gewinn weitere SX-Plants nachschießen. Bestehen natürlich die Einstiegsbarrieren der direkten China-Konkurrenz (Preisdruck) und die ausreichende „Initialkapitalisierung“.

… zu Lynas enthalte ich mich mal über Start und Erfolgschancen, da es hier auch noch genug "if´s und when´s" (was bei anderen aber auch so ist!) gibt, auch wenn hier ebenfalls Ansatzweise ein integriertes Konzept vorhanden ist (Siemens Windkraft) , aber auch ohne dass existieren genug Abnehmer für jahrzehnte – dafür hat es sich Lynas halt größtenteils selbst schwer gemacht und ziemlich naiv seinen großen (eigentlich größten) Zeitvorteil verspielt. Da muss man sich nicht wundern, wenn andere im Windschatten herannahen, während man sich den Teer vom Knöchel schabt.

Hab ich noch ein Unternehmen vergessen? Egal, sollte trotzdem für das „Wort zum Freitag“ reichen

MfG, FaxenClown

[Kongo-Otto]

Zitat von FaxenClown: [...]
Hab ich noch ein Unternehmen vergessen?

QRM, HRE, CCE, QRE.

Nächster Hype in 5-20 Jahren?
D.h. du gehst nicht mehr von einer Erholung der Kurse in 2012 aus?

Langfristig ist halt die Frage, wie sich das ganze Umfeld um die REEs überhaupt entwickelt, und hier bin ich nicht unbedingt optimistisch.
Ist eben ein Hype, der schneller stirbt, als man gucken kann.
Vorallem wenn das Thema Recycling oder Ersatzstoffe neue Formen annehmen sollte.

Von daher würde ich einen Aufschwung im TSX-V, mit parallel laufender Minen-Ralley im REE-Segment, sehr begrüßen.

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.066.044 von FaxenClown am 20.04.12 14:34:49

Das war ja mal wieder einer netter Rundumschlag.

[FaxenClown]

Zitat von Kongo-Otto: Nächster Hype in 5-20 Jahren?
D.h. du gehst nicht mehr von einer Erholung der Kurse in 2012 aus?

Langfristig ist halt die Frage, wie sich das ganze Umfeld um die REEs überhaupt entwickelt, und hier bin ich nicht unbedingt optimistisch.
Ist eben ein Hype, der schneller stirbt, als man gucken kann.
Vorallem wenn das Thema Recycling oder Ersatzstoffe neue Formen annehmen sollte.

Von daher würde ich einen Aufschwung im TSX-V, mit parallel laufender Minen-Ralley im REE-Segment, sehr begrüßen.

... dazu mal ein kleiner Rückblick. Schau mal hier rein:

http://spontaneousmaterials.com/Papers/Elements.pdf

... ist aus 2001 und beschreibt den damaligen RE-Sektor. Die Kandidaten / Lagerstätten waren/sind einige heute genauso bekannte Unternehmen (nur, dass da Great Western Minerals noch Great Western Gold hieß - deshalb das Kürzel GWG und nicht GWM)... und die Chancen zu überdimensionaler Nachfrageentwicklung sind genauso dargestellt worden. Nun vergleiche man aber Zukunftsvision 2001 mit Realität 2012 ...

Die Themen kommen immer wieder auf und sobald eine/mehrere Lösung(en) da sind, die den Markt befriedigen - dauerts wieder 10-20 Jahre (=einen Rohstoffzyklus) und es geht von vorne los.

MfG, FaxenClown

[Krawallo29]

Zitat von Kongo-Otto: Langfristig ist halt die Frage, wie sich das ganze Umfeld um die REEs überhaupt entwickelt, und hier bin ich nicht unbedingt optimistisch.
Ist eben ein Hype, der schneller stirbt, als man gucken kann.

Einen Hype gab es doch deshalb, weil eben REs knapp, wichtig und nicht mehr billig sind.
Die Bereitstellung dieser Elemente hat aber einen riesigen Verlauf und ist gepaart mit einem emormen Geldbedarf.

Der Hype ist doch schon lange vorbei.
Jetzt geht es eben um die Firmen, die nach dem Hype an den Start gehen, separieren und v.a. Geld verdienen können.

Zitat von Kongo-Otto: Vorallem wenn das Thema Recycling oder Ersatzstoffe neue Formen annehmen sollte.

Auch diese Frage wurde schon ein paar Mal durchgekaut. Seriös geschätzt dauert der Aufbau > 5 Jahre von jetzt an.
Mein Ausstiegsfenster ist 2014.

Zitat von Kongo-Otto: Von daher würde ich einen Aufschwung im TSX-V, mit parallel laufender Minen-Ralley im REE-Segment, sehr begrüßen.

Ja, den würde ich doch auch begrüßen!

[Krawallo29]

Eine Sache wurde damals m.M.n. überhaupt noch nicht bedacht, nämlich der Faktor China!
Deshalb ist der SE-Hype ja auch erst ausgebrochen...

Zitat von FaxenClown: und die Chancen zu überdimensionaler Nachfrageentwicklung sind genauso dargestellt worden. Nun vergleiche man aber Zukunftsvision 2001 mit Realität 2012 ...

Ich finde es haben sich die Tendenzen, die im Jahr 2001 aufgezeigt wurden schon verfestigt.
SE sind stärker nachgefragt und somit teurer geworden.
Evtl. verstehe ich auch deinen Beitrag miss

PS: Mir ist aufgefallen, dass diejenigen, die ernsthaft über SEs und den beteiligten Firmen diskutieren wollen, in mehren Sräds ihr "Unwesen" treiben, bis auf LYC, weil da nur noch Spinner rumlaufen...
Wir könnten doch einen Sräd mit dem Titel gründen

"Seltene Erden: Globale Diskussion von Chancen und Risiken eines Investments-mit Firmenvorstellungen, Einstellen von Neuigkeiten, aber keine Charts, kein Bla Bla und kein Verlustgejammere"

Oder so ähnlich

Sollte Interesse bestehen, bitte um "Daumenzeichen" oder Benützung der Zitier- bzw. Kommentarfunktion...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.066.402 von Krawallo29 am 20.04.12 15:43:14

"Seltene Erden: Globale Diskussion von Chancen und Risiken eines Investments-mit Firmenvorstellungen, Einstellen von Neuigkeiten, aber keine Charts, kein Bla Bla und kein Verlustgejammere"

Nette Idee. Ist sowieso etwas tröge, immer nur die gleichen Meinungen zu hören. Zum Thema Recycling war gestern ein Beitrag auf RareMetalBlog:

"So this means the “reduce, recycle and replace” story has to remain intact while the West continues to battle toward meaningful levels of production. The latest development is that Honda Motor Co has unveiled a technology for extracting and re-using REE metals from nickel-metal hydride batteries.

Hybrid vehicle batteries usually wear out in five to 10 years. The potential for recycling is illustrated by the fact that Honda in 2010 collected only 1,034 batteries in 2010 - yet it has so far sold 800,000 hybrids since 1999."

5-10 Jahre Lebensdauer haben also solche Nickel-Metal-Hydrid Baterien. Und Windkraftanlagen. Auf was für eine Lebensdauer ausgerichtet ? 15-20 Jahre ?

Nur so zum Spaß mal meine Lesereihenfolge zum morgendlichen Kaffee:

GWMG, Lomiko (Graphit), Stans und Ucore auf Stockhouse. Danach hier auf Wallstreet Lynas, Alkane, Avalon, Arafura, Northern Minerals, Frontier, GWMG, Matamec, Molycorp, Stans, Tasman und zu aller letzt Ucore.

Ach so zum Thema "und die Chancen zu überdimensionaler Nachfrageentwicklung sind genauso dargestellt worden. Nun vergleiche man aber Zukunftsvision 2001 mit Realität 2012 ...". Der Vergleich mit 2001 IMO, ist mit heute gerade im REE Bereich oder speziell HREE nicht ganz zutreffend. Wenn es zutrifft, das ab 2015 möglicherweise die Chinesen HREE importieren werden, dann sicherlich nicht aus der Quelle GWMG. Dazu müssen andere dran. Ob das allerdings Ucore sein wird möchte ich bezweifeln. Zu sehr hat der Staat von Alaska hier ein Eigeninteresse, was z.B. den Aufbau einer REE Industrie mit Weiterverarbeitung / Veredlung usw. betrifft.

[4now]

Antwort auf Beitrag Nr.: 43.066.044 von FaxenClown am 20.04.12 14:34:49

"By the Way, finde es gut, dass du nach 2Jahren „MCP vs. GWG“ beide Unternehmen als „in Ihrem Segment überlebensfähig“ akzeptierst. War ein langer Weg für mich"
Wobei du mich nicht umgestimmt hast sondern es war der Kauf von Neomaterial der meine Einschätzung gedreht hat. Wobei das nächste Quartalsergebnis aufgrund der gestiegenen Kosten nochmal ein Low produzieren wird. Dies sollte dann ein Einstiegspunkt sein...für nicht GWG Fans.

[Langstrumpf2]

Zitat von Videomart: Nach der Halbierung der Cut-Off-Grades scheint der Wert ins Bodenlose zu stürzen.

Das ist genau so eine Nummer wie Commerce Resources:
Werbetechnisch aufgebauscht bis zum "Geht-Nicht-Mehr", danach die gähnende Leere...

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

Hier nochmal Tekton mit einer Klarstellung:

"Langstrumpf, just to clarify:  I was speaking about them now expanding the resource by 45% or so,  by lowering the cutoff grade to include those mineralized ores from .74% down to .40%   which itself essentially establishes a new average grade of about .57%, just for those new included ores..   To me, that gives us a clue saying that even at the lower grades, all the way down to .40%, the orebody is still profitabe to mine.  That begins to shine a light on how efficiently they can mine and stockpile the ores. The way I see it, the whole mine still averages about .64% with the inclusion of these lower grade ores.
Now wwaters or someone check my math and please let me know if I'm really off.   Only the PEA knows."

[4now]

Antwort auf Beitrag Nr.: 43.068.056 von Langstrumpf2 am 20.04.12 20:28:15

Molycorp hat vor kurzem seine historischen Ressourcen auf einen neuen US-Standard gebracht. Dabei aber den Cut-off grade bei 5% ! belassen. Obwohl moderne Minentechnologie sicher eine Absenkung auf 1% zulassen würden. Im Raremetalblog hat dann ein User geschrieben ob das etwa daran liegen könnte daß die Produktionskosten so hoch sind daß sich nur Gestein mit mindestens 5% TREO lohnt verarbeitet zu werden. (egal mir gehts nur um den Zusammenhang)
Daraus könnte man schließen daß die Produktionskosten bei Ucore so niedrig sind daß es sich lohnt auch das Niedrigprozentige Gestein zu verarbeiten und deshalb wurde der Cut-Off abgesenkt. Die Gesamtmenge des vorhandenen Gesteins hat sich dadurch erhöht und somit kann entweder die Produktionsmenge angehoben werden oder die Minenlaufzeit verlängert werden.
Wenn trotzdem die Kosten vertretbar sind ist also alles ok.
Wenn die Verarbeitung bei Ucore so einfach gestrickt ist würd das jedenfalls zusammenpassen. Aber die Geschichte erzählt auch Tasman.

Ich würd übrigens nicht empfehlen noch mehr Threads zu rare Earth aufzumachen. drehen sich so schon immer die gleichen 5-8 Personen im Kreis. Soviel Info gibts gar nicht. ein Massenthema wirds wohl erst werden wenn die Kurse wieder hochfliegen. Aber dann gehts bestimmt nicht um Inhalte sondern um 5€ Parties und dergleichen.

[nicolani]

brasil will demnächst auch noch in diesem markt mitmischen!! und hier kein minderer als vale!! mal sehen, was da noch kommt!

[Langstrumpf2]

http://ucore.com/ByronKing_April2012.pdf

...
In the RE department, things are going great for Ucore Rare Metals (UCU: TSX-V) as well. CEO James McKenzie was smiling for a lot of reasons this week.
Ucore just announced that it completed an underground mine design (UMD) study of the RE project at Bokan Mountain, on Prince of Wales Island in Alaska. The UMD was completed by Stantec of Tempe, Ariz. The UMD lays out the most-advantageous mining method for the nature of the rocks and structures. The UMD also reviews a number of alternative methods, with varying capital and operating costs for the underground mine.
The Ucore UMD is an important component of Preliminary Economic Assessment (PEA) for Bokan, which is due shortly. This project is going along like gangbusters.
Ucore management is committed to keeping the project as much a "Made in USA" play as possible. This gives Ucore a political benefit, in terms of obtaining permits from the federal and Alaska state governments. It also seems to be helping Ucore to gain access to U.S. companies that will ultimately use the RE products from Bokan Mountain.
In short, Ucore is moving to the front of the pack of U.S. players in the RE space. Of interest, Dr. King of the Ames Laboratory mentioned the Bokan Mountain RE play in his presentation. Clearly, the national laboratory people are looking at Ucore. It's always nice to have a national lab on your side.
...

[Langstrumpf2]

Ich habe mir gerade nochmal diesen alten Bericht von J. Dean Warner and James C. Barker angeschaut. Ich hatte völlig vergessen das auf Bokan auch jede Menge Zirconium vorhanden ist. Bin heute drüber gestolpert, als ich nach LiquidMetal gegoogelt habe. Und das besteht aus einem großen Anteil Zirconium. Ähnlich wie bei Alkane.

[4now]

Antwort auf Beitrag Nr.: 43.081.481 von Langstrumpf2 am 24.04.12 16:42:09

dann solltest du auch den Beitrag im GWG Forum lesen was John Kaiser zu Zirconium/HREE Projekten sagt.

[Videomart]

Bericht vom 4. Symposium Freiberger Innovationen

27.04.2012 07:08 Uhr | Dr. Jürgen Müller
http://www.goldseiten.de/artikel/135504--Bericht-vom-4.-Symp…

[Langstrumpf2]

Zitat von Videomart: Bericht vom 4. Symposium Freiberger Innovationen

27.04.2012 07:08 Uhr | Dr. Jürgen Müller
http://www.goldseiten.de/artikel/135504--Bericht-vom-4.-Symp…

Machen wir daraus auch einen brauchbaren Link. Interessant uebrigens. Hat Nicolani auch schon gestern bei GWMG rein gestellt.

http://www.goldseiten.de/artikel/135504--Bericht-vom-4.-Symp…

[Videomart]

Antwort auf Beitrag Nr.: 43.100.384 von Langstrumpf2 am 28.04.12 14:10:33

Hat schon seinen Grund, warum der Beitrag keinen "brauchbaren Limk" hatte:

"Goldseiten" haben ein Copyright auf die Beiträge im Internet.
Man bewegt sich also auf sehr dünnem Eis, wenn man den Beitrag wie Nicolani komplett kopiert und im Thread einstellt!!

Ich bin da ein gebranntes Kind und tue das nicht mehr...

[Langstrumpf2]

Zwei Kapitel sind noch zu schreiben. Naechste Woche kann es dann fuer das PEA soweit sein. Bin mal gespannt, was raus kommt. Geht hier jedenfalls schneller als bei Stans.

[Videomart]

Why This Alaska Heavy Rare Earth Mine Is Unique

By Jeb Handwerger on May 3, 2012
http://www.dailymarkets.com/stock/2012/05/03/why-this-alaska…

[Videomart]

Ucore Rare Metals Inc. - Seredin Ranking Formula

Bokan Among Highest Ranked in the World
Jack Lifton Technology Metals Research

http://www.youtube.com/watch?v=kyBpG6zYWdk

[Langstrumpf2]

http://www.raremetalblog.com/2012/05/ucore-appoints-ryan-as-…
...
May 14, 2012 (Source: Marketwire) -- Ucore Rare Metals Inc. (TSX VENTURE:UCU)(OTCQX:UURAF) ("Ucore" or the "Company") is pleased to announce the appointment of Mr. Patrick Ryan to its Board of Directors, effective May 14, 2012.

Mr. Ryan brings to Ucore a broad range of experience and corporate leadership in industrial operations management, large scale manufacturing, and the supply side of the international automotive industry, facilitating significant long term supply contracts with automotive assembly concerns in North America, Europe and the Pacific Rim.

Mr. Ryan has a keen sense of global market supply stream logistics, routinely serving major automotive concerns including Ford, General Motors, Toyota, Nissan, Hyundai and Mercedes, among others. He is the Founder of Neocon International, an automotive OEM design and lean manufacturing enterprise which he conceptualized in 1993 and continues to spearhead today. From the company's inception he has been the strategic architect responsible for raising capital, assembling and directing a team of R&D engineers, establishing niche product opportunities such as lighter weight and recyclable materials tapping into OEM "green" initiatives, developing business plans for optimum market positioning, establishing efficient QA systems for complying with environmental and automotive process standards and procuring equipment and facilities to deliver to international markets.

Under Mr. Ryan's leadership, Neocon was acquired in 2002 by Exco Technologies, Ltd., a publically traded TSX company. In recent years he has accepted awards on behalf of Neocon as Subaru's "Gold Supplier" of the year from 2008-2011, Honda's "Outstanding Supplier" award in 2011, and Nova Scotia's top export award in 2008. He has been noted as "inventor" on numerous patents in North America and Europe, working with notable industrial science firms such as DuPont, Exxon Mobile and Dow throughout his career. He is a P. Eng, and recipient of the APENS Award from the Atlantic Provinces Engineering Society as the most likely to serve society in an ethical manner.

"We're very pleased to welcome Mr. Ryan to our Board," said Jim McKenzie, President and CEO of Ucore. "His background offers a unique blend of experience in large scale manufacturing, international trade, and strategic contracting in the transportation sector, a primary target of Ucore's Bokan product line. As our flagship heavy rare earth property at Bokan matures, this background will be invaluable to assessing opportunities and negotiating relationships of greatest benefit to Ucore shareholders."

Commensurate with his appointment, Mr. Ryan will be granted 250,000 stock options, subject to the approval of the TSX Venture Exchange. The options are exercisable at a price of $0.29 per share and will expire five years from May 14, 2012, the date of the grant. One third of the options will vest six months after the date of the grant, with an additional third to vest every six months thereafter until fully vested.
...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.163.635 von Langstrumpf2 am 14.05.12 19:48:45

Auszug aus Stockhouse:

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

What does all this say? It says that we can expect there to be numerous "take off agreements" forthcoming. Mr. Ryan obviously knows the value of the dysprosium at Ucore. He is taken seriously within the automotive manufacturing supply business. If he says that Ucore has the dysprosium and will be able to deliver it in short order then the manufacturers will place their orders.

And that is why he agreed to .29 options which are only exerciseable for one year...because in less than one year Ucore will have many take off agreements signed and in place. This is a strong indicator that the stock price will be much higher in 2012. We may not have to wait to 2015 or be acquired for the stock price to go up.

Das spricht in der Tat Bände.

[Videomart]

he Rare Earths Industry Is Only Just Beginning For Investors (REMX, MCP, LYC, AVL, UCU, QRM)

May 15th, 2012
http://etfdailynews.com/2012/05/15/the-rare-earths-industry-…

[Videomart]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[Langstrumpf2]

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

...
Here is the latest update from Mark MacDonald of Ucore regarding the PEA:
"Sorry for the delay. Executives team were in NYC all week. We met with many investors and bankers. All the juniors are getting under pressure but they will come back.

The technical info is being completed and the sections are being written on the PEA. We are trying to get it out ASAP.

The PEA is imminent. That's the best I can say."
...

[Langstrumpf2]

http://au.finance.yahoo.com/news/finance-video-ucore-rare-me…
...
New York, United States, May 24, 2012 - (ABN Newswire) - FINANCE VIDEO: Ucore Rare Metals Inc. (VAN:UCU.V - News) Vice President of Business Development, Mark MacDonald speaks with ABN Newswire CEO Tim Mckinnon at New York Hard Assets 2012.

Ucore Rare Metals Inc. is a Canadian, publicly traded resource exploration company. Our purpose is to respond to the expanding need for technology metals primarily in Western markets. Our business is focused on exploration for rare metal ores, among the primary input materials of technology applications in the 21st century. Our specific objective is the discovery and exploration of properties with the potential to yield economic, world class deposits of technology and specialty metals, including rare earth elements, uranium, and associated collateral byproducts.
The guiding principles of our company are the maximization of shareholder value, the minimization of risk, and the systematic implementation of our exploration strategy.

View the video at:
http://www.abnnewswire.net/press/en/72722/ucore-rare
...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.206.949 von Langstrumpf2 am 24.05.12 16:15:43

http://www.youtube.com/watch?v=70aiVQlf6Sg

Hier auch fuer Apple Juenger.

[Videomart]

"The Big Issue:
German demand, Australia's forecasts, Japan's cerium breakthrough, Lynas latest"

Saturday, May 26, 2012
http://www.raremetalblog.com/2012/05/the-big-issue-german-de…

Leider wird Ucore in diesem Artikel nicht erwähnt...

[Videomart]

Luisa Moreno, Jacob Securities (5/25/12)

"Ucore Rare Metals Inc.'s Bokan deposit has been identified by the U.S. Geological Survey as the most significant heavy rare earth (HREE) deposit in the United States. . .the Ucore project has attracted significant attention from state and federal governments in the United States, given its relatively high percentage of HREEs, identified as critical for the energy and defense industries. . .Ucore has announced that the full-scale XRT Ore Sorted test has shown that 46% of the feed could be rejected as waste with 93% recovery of rare earth oxides, which is expected to have a positive effect on capital and operating costs."


The Critical Metals Report Interview with Michael Silver (5/22/12)

"I call the next group of companies boutique mines. These are the mines that are leaning heavily on the HREEs. At least three have really excellent deposits with great value, but we will have to see how long it takes them to come to fruition because of the permitting process. Ucore Rare Metals Inc. (UCU:TSX.V; UURAF.OTCQX) owns Bokan Mountain in Alaska. It may have a greater percentage of dysprosium than any other deposit on the planet. It also is near a Pacific seaport, giving cost-effective access to Japan and China, where almost all the REEs are presently used. Its CEO, Jim McKenzie, is smart and knows what the company has to do. Ucore has excellent relationships in Alaska; Senator Murkowski is 100% behind the development."

http://www.theaureport.com/pub/co/409

[Langstrumpf2]

Jim Barker, P.Geo, Ucore Rare Metals discusses the potential for Resource Expansion at the Heavy Rare Earth Property in Bokan Mountain, Alaska.

[Videomart]

Kanada und USA im "Gleichklang", schönes Bild...

[FaxenClown]

Antwort auf Beitrag Nr.: 43.230.693 von Langstrumpf2 am 31.05.12 09:30:28

... ich war ja wirklich fast vollständig von diesem Video angetan ... wenn der gute Jim es nicht in den letzten Sätzen versemmelt hätte!

Da ging es um die "up to 95% of heavy rare earth" ... ja, bei der Erinnerung an diesen (hier) viel diskutierten 6,5m Bohrabschnitt(!) mit 95% HREO läuft mir wieder die Galle über

Echte Zauberkünstler, diese UCore Fuzzis!

MfG, FaxenClown

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.233.812 von FaxenClown am 31.05.12 18:27:20

Muss zugeben, ich selbst habe es mir noch nicht angehoehrt.

[Dirkix]

Antwort auf Beitrag Nr.: 43.233.812 von FaxenClown am 31.05.12 18:27:20

Ach Faxe, du bist aber auch wieder kleinlich und reizbar, hast du deine Valiumpillen heute wieder nicht genommen?!?

Jeder den es interessiert und der lesen kann, der kann sich den NI43-101 runterladen und merken, dass es 38,6% HREO/TREO sind, wobei (du mäkelst wie ich dich kenn eh gleich rum) dass "billige" Yttrium davon mit 25% TREO natürlich den Löwenanteil unter den heavies ausmacht...

Klappern gehört zum Handwerk und wenn schon mal die Kamera auf einen gerichtet ist, kann man doch mal mit seinen 95 Prozent ein bisschen PR machen. Oder glaubst du, Red Bull verleiht Flügel oder in der Milchschnitte ist wirklich Milch (statt Zucker?)?!?

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.235.092 von Dirkix am 31.05.12 22:19:02

Ich sowas aehnliches habe ich auch gedacht. Dennoch, diese Sache mit dem "viel diskutierten 6,5m Bohrabschnitt" hab ich in guter Erinnerung. Und das zu recht, ich meine die Kritik von Faxe. Aber das ist Vergangenheit. Soweit ich verstanden habe und das leider zuwenig, geht es um weitere Bohrungen. Falls hier einer ist, der sich das Video auch angehoert hat, dann bitte eine kleine Zusammenfassung, da ich dieses kanadisches kaudelwelsch einfach nicht verstehe bzw. nur teilweise. Danke vorab.

[FaxenClown]

Antwort auf Beitrag Nr.: 43.235.092 von Dirkix am 31.05.12 22:19:02

... meinste etwa auch, dass in Baby-Öl gar keine Babies drin sind? Da wär´ ich jetzt doch erstaunt!

Spaß bei Seite ... schön, dass du dich auch noch daran erinnerst, was wir hier damals zusammengetragen haben - da brauch ich das wenigstens nicht zu wiederholen.

Kleinlich? Nö, bei mir ist "5" in der Menge gerader Zahlen schon noch enthalten ... aber selten bei finanziellen Dingen.

Reizbar? Immer! Ohne Reiz - keine Gefühle!

... und es hat schon seinen Grund gehabt, warum ich hier seinerzeit vor den Phantasie-Werten von "6000USD/t Ore" und "95% HREO" gewarnt habe (BEVOR die Ni43-101 raus war!) ... nach stundenlangem eintippen von Drillholes, rauf- und runterrechnen und ewige "mund fuselig labern", weil mich kaum einer versteht - was übrigens nicht an der Sprache liegen kann, da Mathematik einheitlicher und verbreiteter als Esperanto ist! ... und was mich auch nicht davon abgehalten hat fast jede Frage die beim Unverständis auftauchten auch dreimal zu erklären. Aber toll, dass dir "kleinlich und reizbar" VOR "nett" einfallen! Danke für die Blumen! Ja - auch von sowas bekomm´ ich "Puls"!

Von den 1,28CAD (max. im Jahr 2011) sind jedenfalls nichtmal mehr 25% übrig geblieben (i know - haben andere auch hinbekommen!) ... aber der gemeine "PR-eingelullte Aktionär" wurde dann doch recht hart auf den Boden der Tatsachen zurückgeholt mit den ungeschönten Zahlen aus der NI43-101 ... und die harten Facts wussten vorher nur Wenige!

Ich bleibe bei allem, was die UCore´s erzählen jedenfalls "kritisch" ... das mit dem kleinlich und reizbar ist dann einfach proportional zum Grad der Verarschung, Augenwischerei oder "treuem Glauben ohne zu Wissen", die ich hier bisher erlebt habe.

MfG, FaxenClown

PS: Ja, ich hab den Zwinkersmiley gesehen - regt mich trotzdem auf!

[Dirkix]

Nochmal für die gute Laune im Faden:

Mark Macdonald told me that the staff at Ucore are well past a mine decision. Because of the low construction cost in comparison to the potentially extreme profitability, this mine is a go. They have very good support from the Alaskan and Federal governments. The governments want Bokan mined.

@ Faxe
Mal ne persönliche Frage, bist du ganz draussen? (Nicht nur UCU auch Stans?)

[FaxenClown]

Zitat von Dirkix: @ Faxe
Mal ne persönliche Frage, bist du ganz draussen? (Nicht nur UCU auch Stans?)

... im Moment macht esmMn/b]einfach keinen Sinn "Buy & Hold"- Positionen im REE-Markt aufzubauen. Ich warte hier und da bei den Unternehmen auf einzelne News-Hüpfer (LYC,MCP,GWG,Stans,etc.), aber bleibe ansonsten flat im REO-Markt.

Was nützt es, wenn man in Erwartung einer News bei diesen Märkten 20-30% abtaucht, um dann am Ende im Peak nach 5% Plus iweder die Segel zu streichen? Da verschenkt ich lieber 5-10% und erspar mir die ganzen Zitterpartien und bin nach 1-2 Tagen wieder sicher im Cash.

Damit es im REO-Bereich nachhaltig wieder rauf geht braucht es stabile Preise, eine vollständige Finanzierung und/oder sogar einen Produktionsstart incl. positivem Balancesheet. Deutliches Zeichen wäre ein signifikantes Anziehen der Rare Earth Indizes (mit Schwergewichtung von LYC und MCP), das ist aber momentan noch nicht abzusehen - die Abwärts-/Seitwärtskanäle sind bisher noch intakt.

Der Rest sind die oben beschriebenen News-Hüpfer ... kann man mitnehmen - zwingend notwendig ist dies aber nicht.

MfG, FaxenClown

[FaxenClown]

Antwort auf Beitrag Nr.: 43.245.265 von FaxenClown am 04.06.12 08:43:25

Rechtschreib und Formatierungsfehler stifte ich der Allgemeinheit!

... meine Tastatur ist noch nicht wach ... muss da mal nen Kaffee reinschütten

[Kongo-Otto]

Antwort auf Beitrag Nr.: 43.245.265 von FaxenClown am 04.06.12 08:43:25

Mal direkt gefragt, da du ja inhaltlich immer sehr fit bist:
Rechnest du bei einer anhaltenden Krise mit einem breiten Minensterben (aufgrund der geringen Cashquote einiger Minen) oder mit größeren Übernahmen (aufgrund der günstigen "Kaufpreise")?

Ansonsten stimme ich dir voll zu.
Ich halte zwar noch die ein oder andere REE-Aktie, aber nachkaufen werde ich nicht, da ich auch mit einer langwierigen Erholung rechne (wie bei allen Rohstoffen).

[nicolani]

Antwort auf Beitrag Nr.: 43.245.265 von FaxenClown am 04.06.12 08:43:25

selten so einen müll gelesen, ich glaube du hasst noch nie ne mark an der börse verdient, alles auto-suggestion bei dir!!

[FaxenClown]

Antwort auf Beitrag Nr.: 43.247.957 von nicolani am 04.06.12 19:01:38

@nicolani: Das Kompliment kann ich nur wärmstens zurückgeben ...

Wo soll ich da nur anfangen? Bei deinem Wochenlangen "heute sprengen wir den 40ct Deckel" bei GWG in 2009 (oder war´s schon 2010?)? Bei deinem "heute geht´s ab wie eine Rakete", wo es noch mehr als einen Monat gedauert hat, bis GWG den CAD genommen hat (nach einem schicken Absacker und täglicher Wiederhlung deines Mantra´s!)? Bei dem "jetzt starten wir durch - Info´s gerne per BM" aus der vorletzten oder letzten Woche bei GWG? ... oder die ganzen "insider Infos", zu denen es nie irgendwelche Quellen gab. Wirklich sehr vertrauenserweckend ... und im Gegensatz zu meinem "Müll" wirklich immer sehr "fundiert".

Auch deinen Rebound-Trade "bis ca. 25$" bei Molycorp möchte ich nicht unerwähnt lassen. Schau dir mal den Chart an ... hat knapp die 22$ gemacht - und keinen Cent mehr ... Was soll ich nur besser finden? Dein Timing oder deine Zielvorgaben?

Also wenn ich auf jemand´s Geschwätz nichts geben müsste, dann wäre es bestimmt Deines ... aber, dass meine Meinung - die man nicht teilen muss müll ist, kannst du bei einer Divergenz gerne mit mehr als nur hohl dahergesülztem "Müll" belegen (Wink mit dem Zaunpfahl an dich Schaumschläger).

Selten so gelacht... ist schon blöd, wenn man große Töne spuckt und es sich wirklich mal einer merkt, was man da so alles von sich gibt, oder?

Ich hätte noch einen ganzen Sack Beispiele ... aber wozu das Thema überstrapazieren?

... und ja, ich habe schon Geld an der Börse verdient- nur gibt es (wie du sicherlich weißt) antizyklisches Handeln oder Trend-Following. Jede Strategie hat zu bestimmten Zeiten seine Vor und Nachteile ... und die meisten, die sich im REO-Markt Woche um Woche die Trendwende erhofften (antizyklisch seit den Highs in April 2011) sind schon lange "all-in" und der Markt arbeitet mit jedem Tag Minus gegen sie - und gegen ihre Rendite. Viele sind schon entnervt ausgestiegen ... bei einigen Unternehmen sogar zu Recht.

Aber mit wen rede ich über Timing - stimmt´s? Ich könnte ja auch jeden Tag "DAX bei 8000" ausrufen .. nur irgendwannn hab ich damit meine Glaubwürdigkeit verspielt. Deshalb lass ich es. Solltest du mal drüber nachdenken.

-------

@Kongo: Die Mehrheitsmeinung ist, dass es nicht realisisch ist, dass 400 REO-Explorer überleben, also wird es noch viele Tränen und falsche Hoffnungen geben, bevor so manch "potentieller Marktbegleiter" das Zeitliche segnet und das investierte Kleinanleger-Geld umverteilt ist. Da braucht es übrigens weder eine Krise noch eine Glaskugel für solch eine Erkenntnis. Es sind einfach zu viele! Schau dir einfach mal ein paar andere Rohstoff-Hypes zum Vergleich an.

Die "weiße Ritter Quote" wird auch nicht besonders hoch sein, da viele "big Players" von der Materie der RE-Separation keinen Plan haben (Erdwühler halt ... sollen doch die anderen das was sie brauchen aus dem Gestein holen) und die meisten "Big Spender" nicht wegen eines Hypes, sondern nur in Sachen investieren, die sie auch verstehen. Im Downstream dagegen ist die Devise: Wer ein Steak will, kauft sich meistens nicht gleich eine ganze Kuh - das Übernahme und Synergiepotential ist bis auf einige Wenige Exoten in der Branche als gering zu betrachten.

Trotzdem werden bei einigen ökonomisch betreibbaren Minen die Claims von Großinvestoren günstig eingeheimst werden - als Faustpfand gegen andere Unternehmen oder für schlechte Zeiten bzw. einen Technologiesprung. Rohstoffe sind immer zyklisch - wer lang genug warten kann, wird sein Ziel irgendwann erreichen ... ob da in 20 Jahren die Aktionäre von Heute da was von haben werden und ob der Name der Firma dann noch gleich ist, bleibt dagegen fraglich.

Aber letztendlich ist es nur meine Meinung im heutigen Kontext, welcher morgen schon wieder anders sein kann. Frag doch einfach "den weisen nicolani" ... der weiß immer wie der Hase läuft und macht nie Fehler bei seinen Einschätzungen

MfG, FaxenClown

[Krawallo29]

Also mir war dein "Müll" direkt einen Daumen wert

Übernahme und Synergien:
Haben wir da nicht schon zwei gesehen?
GWG + GQD
MCP + NEM

Ein Kandidat wäre noch LYC + ?, aber erst, wenn in Malaysia der Startschuss gefallen ist und ein konstanter Cashflow generiert wird.
Ansonsten werden nich viele übrig bleiben...

[nicolani]

Antwort auf Beitrag Nr.: 43.248.418 von FaxenClown am 04.06.12 20:53:15

siehst du, gebe dir sogar in allen punkten recht, nur die börse ändert sich täglich, ist wie ein chamäleon, meine statements sind tagesbasierend, und wer sich nicht mitändert, hat keine chance geld zu verdienen, und jetzt mein rat speziell zum nachvollziehen: zur zeit verdient man gut in goldwerten, ist fast egal welchen wert du kaufst, ist eben chic zur zeit in gold zu sein, nichts für ungut, gruss nicolani

[nicolani]

dann noch eins, statt mcp in ucu, statt gwg in fro, da kannst du halt mehr verdienen, aber dir geht's halt mehr um's substantielle statt um gewinne!!

[Langstrumpf2]

Zitat von nicolani: dann noch eins, statt mcp in ucu, statt gwg in fro, da kannst du halt mehr verdienen, aber dir geht's halt mehr um's substantielle statt um gewinne!!

FRO an Stelle von GWMG ?? Das sagen die letzten drei Monate dazu:

[nicolani]

Antwort auf Beitrag Nr.: 43.269.769 von Langstrumpf2 am 11.06.12 09:50:27

ja mein guter, nur ich rede von zukunft, von jetzt an!!

[Videomart]

It's Time to 'Buy Low' on Rare Earth Stocks: Byron King

Source: Brian Sylvester of The Critical Metals Report (6/12/12)
http://www.theaureport.com/pub/na/13597

[Videomart]

Die Empfehlung zieht...

[Langstrumpf2]

Zitat von Videomart: Die Empfehlung zieht...

Haeh ??

[Langstrumpf2]

http://ucore.com/ucore-initiates-bulk-sample-in-preparation-…

...
"Ucore is now progressing to further metallurgical testing and a pilot plant for the metal recovery section of the circuit to give us the information required for a Feasibility Study," said Ken Collison
...

[Videomart]

Antwort auf Beitrag Nr.: 43.281.645 von Langstrumpf2 am 14.06.12 01:01:05

The Critical Metals Report (6/12/12)


TCMR: What other REE plays are worth watching?

Byron King: Ucore Rare Metals Inc. (UCU:TSX.V; UURAF.OTCQX) has a mineral claim on Prince of Wales Island, offshore of Ketchikan, Alaska. In the last 18–24 months, Ucore has made superb progress bringing the project into a workable play. The basic geology happened last year: mapping, drilling and preliminary mine planning. Also last year, the rock crushing and the basic metallurgy were refined at the Hazen laboratory in Denver. All of this is happening in the U.S. Ucore truly plans to become that proverbial, all-American play.

TCMR: Would you agree with the U.S. Geological Survey that Ucore's Bokan deposit is the most significant HREE deposit in the U.S.?

BK: Yes, and it is significant for several reasons. It is mineable and will produce a very high-quality ore, rich in HREEs. Ucore also has gotten its cost per ton way down compared to others in the HREE space.

TCMR: What is the timeline to production?

BK: I would say that Ucore will complete the preliminary stages this year and next. I would expect to see the first products by early to mid-2014.


http://www.theaureport.com/pub/na/13597

[Langstrumpf2]

http://ucore.com/ucore-initiates-bulk-sample-in-preparation-…
...
Ucore Initiates Bulk Sample in Preparation for Production Scale Testing

June 14, 2012 – Ucore Rare Metals Inc. (TSX-V:UCU|OTCQX:UURAF), (“Ucore” or the “Company”) is pleased to announce that custom processing has been initiated on a 20 ton bulk sample extracted from three sites along its Bokan Mountain rare earth deposit in Southeast Alaska. Excavating the metallurgical sample was approved by a Decision Memorandum on July 1st, 2011 from the US Forest Service.

This past week, a local Ketchikan contractor was retained to crush and segregate the material into 4 specified size fractions. The individual samples will now be transported to Germany to be processed through a production scale X-ray sorter to prepare an upgraded ore sample for future metallurgical testing.

“Ucore is now progressing to further metallurgical testing and a pilot plant for the metal recovery section of the circuit to give us the information required for a Feasibility Study,” said Ken Collison, COO of Ucore. “Our previous work on X-ray ore sorting has shown significant Capex and operating cost advantages, and we’re anxious to optimize those advantages. Previous production scale sorter tests showed that 50% of the material mined will be rejected as waste, while recovering approximately 97% of the rare earth metal content. This is a significant advantage, since a 1,500 tonne per day mine will theoretically require only a 750 tonne per day mill. Our plan is to conduct the majority of pilot scale test work in 2012.”

Randy MacGillivray, the Environment and Community Relations Director said “I’m very excited about the Bokan project due to its favorable geochemistry, and mining and milling method which will require that 100% of the tailings be placed back underground as backfill and the fact that we are developing a Community Plan which will focus on having local people and businesses involved in the project. Using a local Ketchikan based contractor to prepare and ship this sample for us is in line with our commitment for local hire and procurement. Obtaining and processing a 20 ton metallurgical bulk sample is a significant milestone for the Bokan Project as we transition from an exploration project to a development project.”

The forthcoming production scale research will supplement prior bulk testing conducted by Ucore (see Ucore press release dated March 6, 2012). It will additionally advance the preliminary metallurgical flow sheet which will be included in the Company’s forthcoming Preliminary Economic Assessment, expected to be released within the next 30 days.
...

[Videomart]

MineWeb-Artikel:

REE Market shakeout and the 5 rare earths that matter

The rare earth market is made up of 4 or 5 distinct, critical rare earths that should be the focus for investors at the moment, says Jack Lifton. A Critical Metals Report interview.

Author: Alec Gimurtu
Posted: Wednesday , 20 Jun 2012
http://www.mineweb.com/mineweb/view/mineweb/en/page103855?oi…

[Langstrumpf2]

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…

...
I spoke with Mark for quite some time earlier on this week.

Mark says that the PEA should be out in 30 days as per their latest news release. The delay is because they want to take their time communicating all the details of their findings.

The latest bulk sampling will be apart of the bankable feesability study due out in about a years time from now.

Expect an updated 43-01 in roughly 60 days.

They have about $7million in cash and do not expect to do any share dillution in the forseeable future.

Great conversation overall.
...

Mal sehen. Dauert ja schon lange genug.

[Langstrumpf2]

http://www.alaskajournal.com/Alaska-Journal-of-Commerce/June…

Bokan ‘breakthroughs’ raise rare earth estimates

The preliminary economic assessment on the Bokan Mountain rare earth element mine project could be completed soon after being delayed from an expected May release to allow more analysis of “fairly significant breakthroughs,” including “order of magnitude” increases of reserves of the valuable deposits.

“We have identified a resource of 5.3 million tons of total rare earth elements,” said Mark MacDonald, vice president for business development of Ucore Rare Metals Inc., on June 1.

The PEA, a critical document in the financial side of mine development, is “imminent,” MacDonald added, but he declined to specify a release date.

“What the PEA tells you is either the mine is economic or not. It is very specific. It’s like a business plan on how you’re going to take the mine to market,” MacDonald said.

Located on Prince of Wales Island, Bokan Mountain is 37.2 miles southwest of Ketchikan and 86.9 miles northwest of Prince Rupert, British Columbia. The 19 square mile project includes the former high grade Ross Adams uranium mine and has a high percentage of Dysprosium and Terbium, both among the atomically heavier, and more rare, rare earth elements.

“Bokan is the main known deposit in the United States that has a high percentage of heavier rare earth and a high percentage is somewhere between 40 and 60 percent,” Alaska Miners Association Executive Director Steve Borell told the Journal earlier this year.

In a video presentation published May 31 on “Ucore TV,” a feature of the Halifax, Nova Scotia-based company’s web site, principle geologist Jim Barker said test drilling has shown lengthy “vein dykes” of REEs.

“I have literally traced several of them as far as six kilometers of continuous strike length,” Barker said.

The vein dykes occur in at least four arrays in the Bokan Mountain property, including Dotson Ridge. Barker described vein dykes as a set of hydrothermically altered dykes that also include characteristics of traditional mineral deposit veins.

“So far our deepest drill holes have proven that the dykes do extend to at least 400 meters. That’s our deepest hole at the moment. We are targeting to intercept those dykes at approximately 800 meters, perhaps even 1,000 meters of depth,” Barker said.

Limited drilling in other portions of the project have indicated other dyke systems that have not been quantified to date but suggest “substantial resources there,” according to Barker.

“A magnitude of order (reserve increase) is what we are looking at now,” he said.

Ken Collson, Ucore’s chief operating officer and lead on the Bokan Mountain project, was in Ketchikan the last week in May 24 with company metallurgists and other technical staff to review the new technical information. In an April 18 news release, Ucore said the PEA would be released “in the near term.”

MacDonald has stopped predicting dates but noted that the PEA publication delay has been due to positive developments.

“It was delayed a little because a couple of fairly significant breakthroughs made in some of the research that we’re having done around separation technology. Those breakthroughs were significant enough that we wanted to test to see how they would affect the PEA,” MacDonald said.

“Instead of issuing the PEA with a lot of the historical metallurgical information that we’ve already had we decided to test some things to see if we couldn’t upgrade it a little bit.”

MacDonald said the May 24 session was to be the “final meeting” on metallurgy and would produce “a much more concrete understanding about release dates.”

Although the Bokan project is located on federal land managed by the U.S. Forest Service, the State of Alaska, which has shown great interest and support for the project, has jurisdiction over reclamation work and water quality and discharge issues.

“We have jurisdiction on reclamation, regardless of land ownership and also over water quality so (Department of Environmental Conservation) would regulate discharge and water quality and all that,” said Kyle Moselle, Bokan Mountain project coordinator in the Alaska Department of Natural Resources’ Office of Project and Permitting.

He also noted that if any streams that are disturbed are fish-bearing then Department of Fish and Game permits would also be necessary. Regulation of “the actual disturbance of the land” would fall to the USFS through the National Environmental Protection Act process.

“My plan is once the PEA comes out, I’m being told that’s due out relatively soon, in the next month or two, then hold agency meeting with UCore to talk about baseline studies,” Moselle said. “I’m looking to have a agency meeting with Ucore within a month after their PEA is released so we can start to identify baseline data needs and authorizations that will be required.”

He noted that baseline data collection “on average” takes two to three years, depending on the availability and age of existing relevant data.

John Bolling, Craig city administrator, said he also believes actual production is two to three years off and agreed that the prospects are good but not imminent.

“It could be a great economic shot in the arm for residents of (Prince of Wales), combined with the low environmental risk of harm,” Bolling said.

His low risk observation, he explained, is relative to larger projects like the Pebble prospect on Bristol Bay.

MacDonald said the potential for environmental impact will be minimal because Ucore plans to build a “tailings-free” mine with “very little daylight expression,” or surface disturbance.

“We may well have the first tailings free mine that anyone’s every heard of. From an environmental standpoint it’s extremely efficient,” MacDonald said.

Ucore plans to use a process adapted from diamond mining in which ore is crushed and x-rayed to separate REEs from waste rock.

“Because of the nature of the ore body, the waste rock, breaks very cleanly from the ore,” MacDonald said.

A tailings-free mine would mix waste rock with concrete and pump the mix back into mine shafts so no tailing storage or other surface disturbance would remain when production is completed.

[Videomart]

FN Arena | Monday, June 25, 2012

Jack Lifton:

..."Some 90-95% of remaining junior miners will be wiped out. [This is commonly held opinion, and not sensationalist.] Investors should note there is no "single" REE market. Different REEs are used for different purposes and while there is a market for a handful of critical REEs, for at least half of all REEs there is no "market" at all given minimal consumption. For many REEs, production exceeds demand and will continue to do so for the foreseeable future.

There are only five critical REEs which have individual markets. Neodymium is one, given it is the most important REE used in permanent magnets, while the others are heavy rare earth elements (HREE) including europium, terbium, dysprosium and yttrium. Yttrium is not strictly a REE on a periodic table basis but is included by association. Now that general REE prices are correcting to "reasonable" levels, investors are coming to understand the importance of these individual metal over other REEs. [And many metals are labelled as REEs even though, like yttrium, strictly they are not.]

It is important to understand this distinction because many assume all REE prices must collapse, but in truth these critical REEs will remain in strong demand and prices will be supported. There is no significant production of the critical REEs outside China. If both Molycorp and Australia's Lynas Corporation reach full production potential by 2015, as their guidance suggests, about 60kt of new REE production will hit the market. However only 13% would be neodymium and none would be HREEs.

Global production of neodymium is currently running at 21-25kt per annum, and projections have demand growing at around 8% per annum. New mine supply will only grow as fast as demand, thus maintaining neodymium pricing. But the big issue in the magnet world is dysprosium. There is not now, nor has there ever been, any production of dysprosium outside China.

No ex-Chinese mine is at the stage for which first dysprosium production is readily predictable, although two to four years is a best guess. Dysprosium is already in short supply. Total world production last year is unlikely to have exceeded 1400t and if demand for REE magnets increases, a deficit is likely. Demand growth of 8% per annum would require and additional 100t of dysprosium each year. Only 4-5 HREE producers could be in production in 3-4 years.

The price of dysprosium has nevertheless crashed from a peak above US$2500/kg to US$1200/kg, prompting the less knowledgeable to suggest the game's all over. Yet it was all to do with an unjustified, runaway speculative bubble and the reality is the current price of dysprosium is significantly higher than the long term average. The current price should be maintained.

Dysprosium is the "problem metal for everyone". Molycorp has suggested it will be meeting US demand for the metal by end-2013 but if demand projections of 7t per annum are accurate, Molycorp would have to recover 100% of metal from its deposit. And all of it will go to the US military, which has decided it will need 160t per annum of REEs, of which 7tpa would be dysprosium.

South African miner Great Western Minerals Group claims it will commence REE production in less than two years and will produce 34tpa of dysprosium. While Great Western's REE deposit is one of the richest on earth, it doesn't boast a lot of dysprosium. The 34tpa expected is enough only for the company's internal consumption and will not be sold onto the market.

Ucore Rare Matals, operating at Bokan Mountain in Alaska, and Sweden's Tasman Metals will both have REE production coming on line eventually, and on estimates will produce 120tpa and 350tpa of dysprosium. Rare Earth Element Resources of Wyoming could also boast a significant desposit. There are other deposits that are less well known and could be "sleepers". One is Lynas' Duncan deposit in Australia. There are also significant dysprosium deposits in Australia owned by Hastings Rare Metals and Northern Minerals , although these projects are "quite early".

With regard to terbium, all dysprosium hard-rock deposits show significant terbium. If Ucore in Alaska and Rare Earth Element Resources in Wyoming are producing significant amounts of dysprosium they should also be producing significant amounts of terbium, and of yttrium. The same applies to Tasman's Swedish deposit and to the Australian deposits of Hastings Rare Metals and Northern Minerals, or although again it is early stages..."

http://finance.ninemsn.com.au/newscolumnists/greg/8489159/ra…

[Langstrumpf2]

http://www.murkowski.senate.gov/public/index.cfm?p=PressRele…

...
Murkowski Introduces Bill to Assist Southeast Alaska’s Economy

WASHINGTON, D.C. – U.S. Sen. Lisa Murkowski, R-Alaska, today introduced legislation to permit road access to two proposed multi-mineral mines on southeast Prince of Wales Island in Southeast Alaska. The Niblack Mining Area Road Authorization Act would authorize a road across 18 miles of inventoried roadless lands.

“With unemployment as much as 12 percent higher than the national average, Southeast Alaska is in dire need of new job opportunities,” Murkowski said. “These mines will provide stable, well-paying jobs for hundreds of residents, so long as they can actually get to the mines. My bill will help make getting to work a much easier task for residents of the Island.”

While the Niblack mine – a gold, copper, zinc, and silver deposit – is currently closed, Heatherdale Minerals of Canada is considering reopening it. Nearby is another mineral deposit, the Bokan Mountain Rare Earth Elements (REE) mine, which is in the advanced stages of an economic feasibility review. The Bokan Mountain mine alone is expected to employ 200 workers.

Both mines could be open within three to four years, depending on final economic reviews and current permit approval timeframes. Bokan Mountain is located about 28 miles south of Niblack and can currently only be accessed by boat. The road would allow prospective mine workers who live on Prince of Wales better access to the mines, rather than having to commute to Ketchikan to reach the mines.
...

[Videomart]

Rare Earths Neodymium, Dysprosium Breaches Critical Supply Numbers

By Esther Tanquintic-Misa | April 13, 2012 9:45 AM EST

Rare earths neodymium and dysprosium, critical components needed to create high-performance permanent magnets to support certain technologies, have been found in the brink of supply in the coming years, according to a research by the Massachusetts Institute of Technology's Materials Systems Laboratory.

In what seems to be a testament of the global pandemonium for supply of rare earths, American rare earths producer Molycorp, Inc. on Tuesday reported it had entered into customer supply agreements representing 78 per cent of expected output from the Phase 1 expansion works at its Mountain Pass, California rare earth mine and oxide manufacturing facility.

The supply shortage, the research said, was ironically being induced by the rapid developments in the global green energy movement. The fast demand growth for high-performance permanent magnets needed to make batteries for hybrid and electric cars and motors for wind turbines will push demand for neodymium and dysprosium to soar at an extraordinary rate.

While there exists enough present supply to meet global demand, the study saw miners involved in rare earths will have a hard time scaling up extraction and refining the elements to match the lightning speed demand increase, more so that mining rare earths can bring up and yield massive environmental consequences.

Researchers from the Massachusetts Institute of Technology's Materials Systems Laboratory said requirement for dysprosium will jump 2600 per cent in the next 25 years, while necessity for neodymium will rise by as much as 700 per cent for the same period.

http://au.ibtimes.com/articles/327503/20120413/rare-earths-c…

[nicolani]

also ucu ist durchaus ein wert, den ich jederzeit bedenkenlos verbilligen werde!!

[Langstrumpf2]

http://www.businessinsider.com/the-us-and-eu-are-desperately…

...
TCMR: What about Ucore for the U.S.?

JH: Ucore has a very impressive mining engineer, Ken Collison, who recently took over the reins as chief operating officer (COO). Collison was COO of Thompson Creek Metals Co. Inc. (TCM:TSX; TC:NYSE), which I followed very closely. When he was head of Thompson Creek, he took the stock from pennies to $24/share. He's an excellent manager and mining engineer who knows how to develop a mine. He hopes Ucore's Bokan will be his fourth mine that he has built. Collison coming on board is a huge testament to Ucore's potential and economic viability.

Its mine development plan calls for the tailings to be put back, so it's going to be very eco-friendly. It has a very unique eco-friendly mining engineering plan, which is also going to be very good for permitting. That may be why the Bokan Mountain project in Alaska is getting a lot of support politically. It also has excellent infrastructure on the water. I've been to Bokan and seen the deepwater access.

Ucore hasn't released a PEA yet, but it is due soon. It has already announced that it is going to go straight from the PEA to a bankable feasibility study.

It will be very interesting if Ucore gets the only U.S. HREE asset into production in a timely manner. Investors have to understand that it's getting down to which companies are going to make it to production quickly. That's why I like Tasman, Ucore and Pele Mountain (GEM.V)
...

[Videomart]

Ucore Applauds Rep. Young’s Commitment to Mining Alaskan Natural Resources


July 13, 2012 – Ucore Rare Metals Inc. (“Ucore”) (TSX VENTURE:UCU)(OTCQX:UURAF) applauds Representative Don Young (R-AK) for his amendment to the National Strategic and Critical Minerals Production Act of 2012 (H.R. 4402). Mr. Young’s amendment will allow Ucore to accelerate the mining permit process so it can expedite development of its heavy rare earth project at Bokan Mountain, Alaska.

The 2001 Roadless Area Conservation Rule banned road building on more than 58 million acres of federal land nationwide. For many years, the Tongass was exempt from the rule due to the richness of its resources, the positive impact on local communities including native populations, and the multiple preexisting environmental protections in the forest. A federal judge in Alaska overturned the blanket exemption in March of 2011, but retained an exemption in the Bokan Mountain area sufficient to provide for Ucore’s needs in the exploration phase of the project.

Rep. Young’s amendment clarifies and expands on that previous exemption and now allows for expedited road development within the Bokan project area, the most significant heavy rare earth resource in the U.S. The metals found in the mineral prescription area at Bokan Mountain will support future economic development in the state of Alaska as well as the national security and energy independence of the United States.

Currently, China dominates the world’s rare earth production but has slowly implemented export restrictions threatening the reliability of continued U.S. supply. H.R. 4402 will allow accelerated development of the U.S. supply chain for these materials. Ucore is pleased to support both the bill and Mr. Young’s amendment and urge passage of the bill in the United States Senate.

Mr. Young’s amendment was adopted by the House of Representatives and included in the final version of the bill, which passed the House by a vote of 256-160. The Senate has introduced S. 1113, the Critical Minerals Policy Act of 2011, which is a bi-partisan, companion bill to H.R. 4402.


http://ucore.com/ucore-applauds-rep-youngs-commitment-to-min…

[Videomart]

Seltene Erden - China legt fast eine Milliarde Dollar auf die Halde

13:37 16.07.12
http://www.ariva.de/news/kolumnen/AXINONewsupdate-Seltene-Er…

[Videomart]

"China sichert sich Seltene Erden- Die Börse um Batou kommt"

Peking 17.07.2012 (www.emfis.com)
http://www.emfis.de/asien/asien/nachrichten/beitrag/id/China…

[Videomart]

Aktuelle Lage an den Seltenen-Erden-Märkten

18.07.2012 07:03 Uhr | Dr. Dietmar Siebholz
http://www.goldseiten.de/artikel/143867--Aktuelle-Lage-an-de…

[Videomart]

Gute Performance bei schlechtem Markt...

[nicolani]

ja ucu gefällt mir sehr gut, bin jetzt auch mit grosser stückzahl dabei, wir sind ganz am anfang, also kurs auf!!

[Langstrumpf2]

http://www.petroleumnews.com/pntruncate/374339679.shtml

...
Ucore studies placers

State geologists are not the only ones that recognize the REE potential of the Ray Mountain region of Interior Alaska. While DGGS is investigating plutons for potential hardrock strategic metals occurrences, Ucore Rare Metals Inc. is seeking alluvial deposits of REEs and associated minerals that have been weathered off the Ruby batholith into the Ray River drainage.
The junior explorer – best known for the work it is doing at its Bokan Mountain heavy rare earth deposit in Southeast Alaska – has draped with claims an 11,400-acre (4,613.5 hectares) area of the Ray Mountains prospective for economic placer deposit of REEs, tin, tungsten, tantalum and niobium.

“The State of Alaska has shown tremendous support for Ucore and our plan to expedite the development of America’s pre-eminent heavy REE asset at Bokan Mountain, Prince of Wales Island,” Ucore President and CEO Jim McKenzie said. “With this in mind, we’ve elected to even further invest in Alaska REE exploration and development. With the Ray Mountains acquisition, we’ve now covered what we believe to be two of the most prospective remaining REE exploration targets.”

To better understand the placer potential of its Ray Mountain property, Ucore collected alluvial samples from upper Kilolitna River, Ray River, and No Name Creek during a field investigation carried out in 2011.

Using a shaking table – a standard gravity separation tool common to placer gold mining – Ucore concentrated these measured samples collected from the Ray Mountain drainages.

That assays of these concentrates returned up to 50 percent tin; as much as 10 percent total REE; and 0.01 to 1 percent tungsten, tantalum and niobium. Heavy rare earths – including terbium, dysprosium, erbium and yttrium – make up 15 to 25 percent of the total rare earth content in the majority of samples. As much as 60 percent of the TREE content of samples collected at No Name Creek is the prized HREEs.

The company said most of the initial samples were collected directly from surface exposures, and the heavy mineral content can be expected to increase at greater depths within the alluvium. In some areas the gravels are reported to be as much as 100 meters deep.

“The Ray Mountains project has select areas rivaling HREE content at our Bokan property, and the remarkable advantage of collateral tin, niobium and tantalum mineralization which enhances prospective values per ton. Ucore will be advancing the Ray Mountains area as a priority exploration target as it transitions its Bokan flagship into mine development,” McKenzie said in January.

The shaker table used to concentrate the alluvial samples captured some 75 to 80 percent of the REEs and associated metals, demonstrating the potential of using simple gravity methods at the promising placer deposit.

This technique, used by placer gold miners across Alaska and around the world, is typically simpler and quicker to permit and develop.

Additionally, the technology to separate the individual REEs from the concentrates has long been known elsewhere in the world and poses no new metallurgical challenges.

The Spooky claims held by CORE are also found in the Ray Mountains region of the Ruby Terrane.
...

[Langstrumpf2]

Teil 1


Teil 2

[Langstrumpf2]

http://www.alaskajournal.com/Alaska-Journal-of-Commerce/Augu…
...
Family feud at Bokan forces Ucore to consider legal options

Bob Tkacz, For the Journal

JUNEAU — A letter, originating from an ongoing and bitter family feud, to several U.S. and state government officials raising vague “concerns” over ownership rights and operations of Ucore Rare Metals, Inc.’s Bokan Mountain project in Southeast Alaska has prompted the company to begin legal action to end what it says are completely false allegations that could harm its efforts to attract investors.
...

Autsch.

[Langstrumpf2]

http://www.stockhouse.com/Bullboards/MessageDetail.aspx?p=0&…
...
Here is Mark from Ucores response as to the delay in the PEA.  Emailed to me yesterday:

"Hi, We agree that it has been a vexing wait for the 'preliminary economic assessment' (PEA). The delay is the result of a decision made by the Ucore Executive in late May. We expected to use the successful metallurgy confirmed by Ucore on October 3rd, 2011 (link below) in our PEA. However, as a result of breakthroughs in processing technology made by our U.S. based research team we elected to run tests to see if we could upgrade the metallurgy flowsheet. 
 
While I cannot release any detail at this time, this technology is highly relative to the PEA. Extensive testing was required to prove this technology. We will release the results very soon. You will agree that there is not much to discuss, regarding new technology applications, until they are proven effective. There will be at least one technical release to introduce the upgrade to our metallurgical flowsheet before the PEA is finalized. The improvement in metallurgy will affect the efficiency of the mine plan in general. These improvements are being reflected in all pertinent sections of the PEA. 
 ...
We believe that these upgrades are well worth the wait. "
 

[Langstrumpf2]

http://ucore.com/ucore-confirms-effectiveness-of-solid-phase…
...
Solution Precipitate” was characterized by a white color.

“Ucore has now added to the list of “firsts” associated with the Company”, said Jim McKenzie, President & CEO of Ucore. “The Company was the first in the rare earth industry to successfully investigate DEXRT technology for ore sorting and waste rock removal; the first to propose a tailings-free facility at surface via state of the art Paste Backfill technologies; and the first to pursue Long Hole Stoping as a means of REE ore extraction, with a minimal prospective environmental surface footprint.

“Now, Ucore is the first to pursue Solid Phase Extraction, or SPE technology, as an effective means of REE purification and liberation, and as an efficient and economical alternative to traditional Solvent Exchange methodologies utilized in China and elsewhere. The SPE platform is being pioneered in America, under the supervision of Dr. Richard Hammen, former Director of the Analytical Chemistry Laboratory at the NASA/Cal Tech Jet Propulsion Laboratory, and recent addition to the Ucore Advisory Board.

“Beyond all of this, the pioneering SPE technology has proven highly effective at removing impurities from Bokan concentrate, a watershed achievement that we have pursued at the expense of a minor delay in the release of our PEA. With the SPE results now in hand, their inclusion in the PEA makes the outlook for that document stronger than ever.
...

[Videomart]

Das Volumen nimmt allmählich wieder zu!
Dabei sind im Durchschnitt etwa gleich viele Trades an der TSX wie an der OTC glaufen.
Dieses fast gleich grosses Interesse in den USA wie auch in Kanada ist nur bei wenigen Aktien zu beobachten...

[Videomart]

TMR Advanced Rare-Earth Projects Index

last updated on August 10, 2012
http://www.techmetalsresearch.com/metrics-indices/tmr-advanc…

[Langstrumpf2]

http://ucore.com/JebArticle_8_14.pdf

[Langstrumpf2]

[comptonpolarimeter]

Ich konnte den über 50% im außerbörslichen Handel einfach nicht widerstehen... Hoffentlich gehts Montag wieder etwas runter zum Wiedereinstieg...

[Videomart]

[Langstrumpf2]

Profit From Ucore’s Astonishing, “Spider Web” Technolgy
By Byron King | August 17, 2012 |

 Print This Post

THE NEW TECHNOLOGY FOR FUTURE METAL PROCESSING…

I have fabulous news for you about Ucore Rare Metals (UCU: TSX-V). If you follow the rare earths (RE) space, then you know that Ucore has been working to develop a mineral deposit on Bokan Mountain, offshore Ketchikan, Alaska.

Good Vibe Towards Ucore

Let’s back up. I’ve been writing about Ucore for about eighteen months. As with many players in the RE space, the Ucore share price was down in the 40-cent range when I first took a look at it. Then the share price moved up to $1.20 during the exciting phase of RE euphoria last year (2011).

This year, during the small-cap resource blow-down, the Ucore share price has drifted to under 30-cents in recent days. Feel free to buy.

Why the good vibe towards Ucore? Is it because they’ve got their geology squared away, with an outstanding effort to map and define the RE ore body at Bokan? Well, that’s nice, but what have you done for me lately?

Is it because Ucore has a superb mining plan that’s coming into shape, with a novel X-ray fluorescence method of identifying and separating the useful RE-bearing ore from the junky country rock? That’s nice, too, but what else have you done for me lately?

Okay, what has Ucore done for you lately? How about funding and coming up with utterly LEAPFROG TECHNOLOGY in terms of separating the RE elements from the soup! Yes, that’s the hard part of this business. Yet that’s the serious money-maker. And wow! It’s rocket science. Really. They even have a rocket scientist who figured it out.

Rocket Science?

Meet Richard Hammen, PhD in organic chemistry. Dr. Hammen lives in his hometown of Missoula, Montana. But he used to be the Director of Chemistry for the Jet Propulsion Laboratory (JPL), in Pasadena. Yes, that JPL. How smart do you have to be to be the Director of Chemistry at JPL? You’re about to find out.

A while back, Ucore hired Dr. Hammen to work on the problem of separating the actual RE elements. And it’s quite a problem.

Go back to that mine and mill. You mine the rock, right? Then you pull it out of the hole in the ground. Then you crush it, to separate ore-bearing minerals from the stuff you don’t want — the quartz feldspar, mica and all the other rock-forming minerals that are just useless weight and volume. So far, so good.

Now you take the ore-bearing minerals — let’s say, fluoro-apatite, a crystal structure of fluorine and RE elements all bonded together by phosphate, with a dose of calcium in the mix. Oh, and some annoying uranium and thorium. Now what?

You dissolve the ore in acid. What kind of acid? It depends on how much you want to spend. Hydrochloric acid is cheaper than, say, phosphoric acid or nitric acid. But some acids work better than others. I can’t give out trade secrets for free here.

At any rate, at the end of the day, you have a bunch of elements, molecules and ions all dissolved in acid. That’s your soup. What do you do?

First, you want to get rid of the uranium and thorium. Those elements are radioactive, and you want to eliminate that issue right up front. How? You use very small tweezers to pluck out each element. (No, I’m just kidding. No tweezers.) Ideally, you filter the uranium and thorium out. Again, how? How do you filter out uranium and thorium? Run it through a strainer or something? That’s hard science.

Spider Web

Well, you use sort of a strainer. Dr. Hammen and colleagues (including his very smart sons) have come up with a patented technology called “Spider Web.”

Outstanding Investments readers may remember a couple weeks ago, when I discussed how I witnessed an experiment using “white sand”. I was speaking in generalities then, but now I can tell you the real story at UCore.

Basically, Dr. Hammen takes angular white quartz sand — angular is better than spherical, due to adhesion issues. Then he treats the sand with proprietary polymers — and I can’t say more than that on the topic.

The end result is a nano-technology precipitation system that speeds up reaction kinetics by a factor of 100 to 1,000, or maybe more because it all happens so darned fast that it’s within the blink of an eye.

Speeds up reaction kinetics? What does that mean? Well, the conventional way of separating elements from the above-described acid soup is using things called “resins.” This term covers a series of complex substances, and I won’t take the time to detail them here. Suffice to say that with resins, your separation times are measured in terms of days and weeks, even months.

But with Spider Web nano-tech, the element separation occurs in a matter of seconds or less. Super-fast. That’s the speeded-up reaction kinetics.

Ligand Chemistry

So as a practical matter, what happens? First, take the acid soup, filled with “good” elements like REs, which you want, and other stuff that you don’t want, like uranium and thorium. Run it through the Spider Web and filter out the uranium and thorium. Now you can deal with the uranium and thorium on your own terms. It’s not part of the RE mix, and you have a “clean” acid soup after one pass.

Next, take the residual material and run it through another Spider Web that’s specifically designed to separate RE elements. In fact, you can separate specific RE elements, one-by-one — dysprosium, erbium, terbium, lutetium, etc., all through the Lanthanide Series of the Periodic Table.

More colloquially, here’s an example. It’s like reaching into a bowl of M&Ms, and your sticky fingers have the ability just to pull out the yellow ones. Then reach in and pull out the red ones. Then the green ones. Etc.

What’s the scientific basis here? Ligand chemistry — the science of using organic molecules to bind metals. Two common examples of ligand chemistry that come to mind are hemoglobin in your blood — iron bound organically, to transport oxygen. Or chlorophyll, in which a magnesium ion is the basis for photosynthesis.

One practical example of ligand chemistry at work is a medical treatment called chelation therapy, used in clinical toxicology. Let’s say you’re exposed to poison or heavy metals, like lead. The doctor infuses your blood with organic chelating agents — synthetic amino acids — that scavenge the lead or poison out of your system.

That is, in chelation therapy, great big organic molecules (“big” by molecular standards) swim around, and find the bad elements or molecules, and attach to them. Then your body can filter the organic molecules through your liver, and expel the bad material in the usual manner.

The Hammen Spider Web technology uses this kind of ligand and chelation science. The polymer-bound white sand acts as a filter. You pass the acid soup, with the RE elements, through the Spider Web. There’s a fast — very fast — takedown of the elements that you want. Then you reverse the flow to recover the exact material that you just filtered. It’s kind of like your liver filtering out the chelating agents with the heavy metal attached.

Afterwards, you can precipitate out the RE elements. What do you want? An oxide? A dioxide? A salt? That all depends on the downstream use for the material. More of that rocket science.

Ucore’s Breakthrough

So where does Ucore go with this? Well, the technology works on the lab bench. I’ve seen it. To my knowledge and understanding, there’s no chemical reason why it should not scale-up. In fact, from an industrial standpoint, you could probably just build modular units of modest size, and add them up in series to match the available volumes of input.

Still, this technology will require more engineering and testing. So I expect to see an announcement from Ucore, in the not-too-distant future, about building a pilot scale plant to refine the ideas.

In my view, this Spider Web technical development vaults Ucore into a front-running position in the RE race. It’s a very positive development for Ucore. Again, as I said above, feel free to buy Ucore shares. This is a critical breakthrough.

Indeed, I should say that Ucore management took a huge gamble with funding this kind of leading-edge research by Dr. Hammen. Dr. Hammen has taken two decades’ worth of modern research in organic chemistry and biochemistry — and many techniques used in the pharmaceuticals industry — and aplied this level of science to the mining biz.

I don’t believe that the resin-makers of the world (Dow Chemical, among them) know what’s about to hit them. It’s sort of like how Kodak invented digital photography, but didn’t market the concept because they were making too much money off old-fashioned film. Kodak is now in bankruptcy, selling off parts to pay creditors. Dow Chemical has a lot more up its sleeve than resin sales, but you get the point.

Ucore’s sponsorship of Spider Web nano-tech may become THE new technology for future metal separation applications. It goes beyond RE as well. There are surely apps here for uranium, copper, gold, silver and much more. Stand by. We’re just on the ground floor for this.

Spider Web is leapfrog tech. It’s revolutionary. And as the late Chinese leader Chou en Lai once remarked to Henry Kissinger, when asked about the significance of the French Revolution, “Henry, it’s still too early to say.”

There’s much more to say about Spider Web and Ucore. But I’ll save it for later, because now I want you to know what’s going on.

That’s all for now. Thanks for subscribing to ESI.

Have a great weekend. Best wishes,

Byron W. King

[kl_hase]

gibt es einen bestimmten grund für den anstieg gestern???

[Kongo-Otto]

Antwort auf Beitrag Nr.: 43.508.999 von kl_hase am 18.08.12 23:57:59

du liest hier aber schon mit, oder?

[kl_hase]

Antwort auf Beitrag Nr.: 43.509.009 von Kongo-Otto am 19.08.12 00:09:18

hab das hier noch nicht näher verfolgt.ehr bei stans und da bin ich drauf aufmerksam geworden das es hier am freitag um knapp 40% nach oben ging

[comptonpolarimeter]

Hm, die Frage ist obs dann nochmal stark ansteigt wenn die PEA raus ist oder wurde die PEA am Freitag schon eingepreist?? So toll fand ich die letzte news jetzt nicht, dass diese allein 40% ausmacht. Ist ja nicht viel konkretes bis jetzt. Ob diese neue Technologie wirklich so toll ist, wie beschrieben ist, wird sich erst noch zeigen müssen. Aber auf jeden Fall haben wir jetzt wieder etwas Fantasie drin.

[Kongo-Otto]

Antwort auf Beitrag Nr.: 43.509.200 von comptonpolarimeter am 19.08.12 09:55:27

Meiner Meinung nach wird UCU am Montag wieder massiv korrigieren.
Zum Einen durch Gewinnmitnahmen, zum Anderen wegen charttechnischer Kriterien.

Der Wert wurde lediglich aufgrund der News kurz "hochgezockt".
Nachhaltig ist das imho (noch) nicht.

Wird laufen wie bei AXI in den letzten Tagen.

[nicolani]

Antwort auf Beitrag Nr.: 43.509.238 von Kongo-Otto am 19.08.12 10:17:42

da kannst du recht haben, aber nur bei einem fake, hier scheint aber allerdings mehr hinter zu stecken, meine betonung liegt hier auf scheint, habe i.a. keine connection to u.s. and ca!!

[nicolani]

zudem spricht für ucu das komplette umfeld, also lass dich überraschen, montag gibt's echte infos!!

[Videomart]

Hier eine Meinung dazu aus dem "Yahoo!"-Message-Board:


Ucore will be the first Heavy rare earth producer outside china
18-Aug-12 11:57 am

2015 , this stock will trade between $5-8.
Many US based companies are (Automobiles and defense ) are interested in providing funds to Ucore.
Huge support from Roomney on permitting .
Huge support form Obama for clean energy.

I have 250K share average on 32 cents. Holding till 2015.

http://messages.finance.yahoo.com/Stocks_%28A_to_Z%29/Stocks…

[Langstrumpf2]

Zitat von Kongo-Otto: Meiner Meinung nach wird UCU am Montag wieder massiv korrigieren.

Interessanter Weise bleibt diese massive Korrektur bis jetzt aus.

[Kongo-Otto]

Antwort auf Beitrag Nr.: 43.512.590 von Langstrumpf2 am 20.08.12 16:45:33

Es überrascht mich sehr, dass
1. der Kurs nur bis MA200 (0.38CAD) korrigiert hat und dort abgeprallt ist (aktuell 0.39CAD)
2. die Korrektur nicht bis auf 0.36CAD oder darunter läuft, wobei man sagen muss, dass eine Kerze komplett außerhalb des Bollinger Bandes sein darf, was dann wohl heute sein wird.
3. nicht mehr Gewinnmitnahmen zu sehen sind!



Aber ich bleibe dabei, da der RSI noch immer überkauft ist (73.81), dass es morgen nochmal korrigiert!

Ansonsten wünsche ich euch allen weiter steigende Kurse und fette Gewinne, denn ich schaue leider dem Treiben nur von der Seitenlinie aus zu.
Aber vielleicht geht ja UCU vollkommen durch die Decke und zieht meine REE-Buden im Depot mit.

[nicolani]

also es könnten weiter empfehlungen folgen und somit ein kleiner hype enstehen!
@k.o. schau doch mal bei meinem tip von anfang juni vorbei, hoffe du bist noch dabei!!

[Videomart]

Den "grossen Einbruch" hat es bisher nicht gegeben.
Das Gesamtvolumen ist jedoch nochmals gestiegen:

[Langstrumpf2]

http://thechronicleherald.ca/business/128663-new-technology-…

...
Analyst: Still room for junior miner to grow

A new extraction technology is injecting some life into the moribund stock of a Hammonds Plains junior mining company.

On Aug. 14, Ucore Rare Metals Inc. announced what it is calling a technological breakthrough that will allow it to remove 99 per cent of the impurities from its Bokan Mountain rare earth metals property on the southern edge of the Alaskan panhandle.

Since then. 3.3 million Ucore shares changed hands on the TSX Venture Exchange. (During the rest of August, around 800,000 Ucore shares were traded.)

The stock price, meanwhile, climbed from 29 cents to 40 cents during a single day last week.

“That was more of a surprise retail surge that caught the pros flat-footed,” said Byron King, editor of the Energy & Scarcity Investor.

The American newsletter focuses on small-cap energy and mineral resource investments.

Since last week, the stock price has dipped, with the shares trading at about 37 cents late Tuesday.

But King said via email that the stock price drop is due to profit-taking by institutional investors who don’t quite understand the new technology.

“Once the fundies and investies figure it out, and maybe it takes a graduate-level knowledge of organic chemisty to get it, they’ll realize what’s happening,” he said.
...

[Langstrumpf2]

http://www.aimehq.org/events/event/51st-conference-metallurg…
...
WEDAM1-Separation and Metal Production
The State of the Art in Separating and Purifying the Heavy Rare Earths: Solvent Exchange, Ion Exchange, and Solid Phase Extraction, Which is the Optimal Process?
Paper No.: 7587
Author: Jack Lifton
Co-authors:
Dr. Richard Hammen,

Room: Great Room A - 3rd Floor
Time: Wednesday October 3, 2012 - 8:55

Historically the rare earths were first chemically separated from each other and purified by fractional crystallization. This slow, cumbersome, and laborious process was not suited to commercial production. Solvent Exchange technology was applied to the problem of separating and purifying the rare earth elements when it was determined beginning in the late 1960s that there might be commercial uses for them individually. At the time the slow and expensive technique of ion exchange was applied either for ultra-purification of the then desired “light” rare earths, or for the recovery and purification of the then tiny amounts of higher atomic numbered, “heavy,” rare earths. Solvent Exchange has today become the standard for separating the rare earths across their atomic number spectrum. Whereas the separation of the light rare earths commercially may take 30 “cascades’ in a modern Chinese plant, the total separation of all of them from each other may take up to 80 such “cascades,” and is only even “practical’ with pre-concentrated feed stocks such as those produced in China by heap-leaching techniques performed in situ on very low grade radio-nuclide free ionic absorption clays. Ultra-pure materials of all types are produced today by ion-exchange processing of ionic species already separated by solvent exchange.
Hard rock deposits and refractory residues of tin mining and residues from uranium mining have been identified outside of China with very high ratios of dysprosium and other heavy rare earths to the majority lighter ones. Several issues face those who wish to process these materials so as to separate the heavy rare earths commercially:

(1) The ore must be cracked efficiently so as to produce the highest concentration process leach solution that is compatible with the chosen separation process; (2) The radio-nuclides, if present, and other nuisance elements, such as iron, must be removed prior to other separations and disposed of legally and safely; (3) The separation technology used must be capable of continuous operations, so as to be economical and practical-this means that multiple campaigns to accumulate sufficient PLS for a heavy rare earth campaign are not practical for a small venture depending on heavy rare earths for their revenues.

The first issue above, the cracking of the ore, is a universal problem. Hard rock rare earth ores with high values of the heavy rare earths tend be silicates from which it is a challenge to extract the desired rare earths into solution efficiently and economically.

We will propose that SPE, Solid Phase Extraction, can be shown to be the best technology for recovering the heavy rare earths economically.
...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.523.661 von Langstrumpf2 am 23.08.12 08:48:34

Nachtrag:

Rapid Separation of Rare Earth Elements with Interstitial Polymer Network Ion Exchange Columns: Richard Hammen1; John Hammen1; Anupam Goyal1; 1IntelliMet LLC

Rare earth element (REE) production is essential for much of 21st Century technology. Current methods of producing purified REE metals require multi-stage solvent extractions that are expensive due to high capital, operational, and environmental costs. We describe a new generation of ion exchange columns that are effective for REE separation. The columns are manufactured with beds of silica particles that have thinly cross-linked polymer networks crossing the interstitial spaces between the particles. These interstitial polymer networks (Spiderwebs) suspended between silica particles have enhanced rates of equilibration with solutions flowing through the Spiderweb. When the Spiderweb-like polymer networks are modified with REE-selective chelating agents, the columns are able to rapidly separate RE ions from mixtures. We report the separation of cerium and lanthanum from RE mixtures to give highly purified metal salts. In addition, we describe the separation of praseodymium and neodymium in one pass through a Spiderweb column.

[Langstrumpf2]

Conference evening workshop day one Tuesday 9 October 2012

17:30 Workshop A: The state of the art in processing rare earths

Undoubtedly the single biggest challenge in rare earths is processing and metallurgy. Cost-effectively extracting and separating rare earths – all the while maintaining environmental compliance and ensuring safety – is an enormous challenge, one that can eat up CAPEX like little else. It is not an exaggeration to say processing and metallurgy make or break most rare earths projects, and represent their single biggest risk factor. In this 3-hour evening workshop, Jack Lifton of Technology Metals Research, will take you through the extractive metallurgy of rare earths, why it’s so difficult to do right, the state of art technologically and how effectively to manage the processing and separation aspects of rare earths projects. His focus will be on comparing, in some detail, the alternative methods of extraction, specifically, solvent exchange, ion exchange and solid-phase exchange. Jack will also discuss how to choose the best technology for your site and mineral feedstock, how to mitigate risk, and the future directions in extractive hydrometallurgy for rare earths.

The most important factor for the economic recovery of rare earths is proof that the technologies exist and is applicable to the particular ore body
Mechanical concentration prior to extraction: the existing technologies and the role of the grade of the ore Organic solvents, supercritical solvents, membranes, and biological processes Solvent exchange vs. ion exchange vs. solid-phase exchange Circuit optimisation strategies

Workshop leader:

Jack Lifton
Principal
Technology Metals Research

[Before]

der kuerzlich erfolgte Sprung auf ~0.33 war etwas ueberraschend fuer mich, daher... rechnet man nun wieder auf ein Absacken auf des "alte" Niveau i.H.v. ~0.22?

[Langstrumpf2]

Richard Savage, MacQuarrie Canada Recommends Ucore

http://db.tt/yPFh1L2I

...

[Before]

Antwort auf Beitrag Nr.: 43.528.954 von Langstrumpf2 am 24.08.12 11:13:31

naja, solche "Empfehlungen" sind immmer mit groesster Vorsicht zu bewerten, denn auch bei anderen Aktien wurde/wird ueber Monate ein Kauf empfohlen und dennoch stuerzen die Kurse ab, teilweise >> -60% in 3-6 Monate.

[Videomart]

Ich wiederhole mich nur ungerne, aber die Tatsache, dass das Volumen für Ucore in den Vereinigten Staaten aktuell
grösser ist als in Kanada, deutet darauf hin, dass es sich hier nicht um eine der üblichen TSX-Abzockeraktien handelt....

[Langstrumpf2]

http://www.raremetalblog.com/2012/08/rees-2012-alaska-in-pla…

Monday, August 27, 2012

REEs 2012 – Alaska in Play.

Rare earths are vital to everything from consumer electronics to military weapons systems, and while the minerals are highly coveted there is a limited market that could be supplied by just a few producing mines.

Alaska is positioned well to meet those needs, and the strategic mineral survey now under way is giving mining companies a strong set of indicators on where to start digging.

Readers of this blog are well aware that Alaska is likely to be a future part of rare earth elements non-Chinese supply, if only by following developments at Ucore Rare Metals Inc. Ucore is likely to be first to production in Alaska, if only because their main focus is “the 100% owned Bokan – Dotson ridge REE property in Alaska. The Bokan – Dotson ridge REE project is located 60 km southwest of Ketchikan, Alaska and 140 km northwest of Prince Rupert, British Columbia and has direct ocean access to the western seaboard and the Pacific Rim, a significant advantage in expediting mine production and limiting the capital costs associated with mine construction.”

[Videomart]

Am wenigsten schlechte Performance im REE-Bereich auf Jahressicht: Ucore Rare Metals...

[Langstrumpf2]

Ucore Leading Rare Earth Sector Revival

http://ucore.com/Daily%20Bulletin%209-5-12%20UCU.pdf

[Langstrumpf2]

http://www.theaureport.com/pub/na/14372?utm_source=delivra&u…
...
I am also very optimistic about Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) in Alaska being able to produce more than 100t of dysprosium a year in the same time period, maybe sooner. Note that Ucore recently announced that it is already able to take the uranium and thorium out of its material at the mine. This is an extremely significant announcement.

In the next year, I think you're going to see the announcement of some big breakthroughs in some other processing technologies. I sincerely believe that solid-phase extraction, which is mentioned by the EPA's report, is going to make an impact on rare earths processing globally, especially where a commitment to a large-scale solvent extraction plant has not yet been made.

TCMR: Where is this new technology coming from?

JL: America. The solid-phase extraction technology that Ucore is using to separate out the radioactive nuisance elements at the mine is coming from the United States. Typically, if you have a discussion about solid-phase extraction with informed people, they will tell you it's beautiful in the laboratory but it doesn't scale up. Well, I don't doubt that was true when they tried it more than a dozen years ago. But things change. Chemical process engineering is a living, organic process. And the fact is that until 2007, the only people in the world working on improving solvent extraction separation technology were the Chinese and the Indians, as well as the Western companies based in China, like France's Rhodia Group (RHA:NYSE) and Neo Materials technology (now Molycorp Canada). When interest ramped up in separating rare earths and purifying them in the last few years, quite a few serious laboratories looked into it. Rhodia has since reactivated its shut-down solvent extraction plant in LaRochelle, France. Germany has a private pilot solvent extraction plant I will visit next month—it's the one that developed and verified the SX/IEX process now being installed by Orbite in Quebec. The Italian state agency ENEA is working on solvent extraction. In Japan, I know for a fact there are companies that have solvent-extraction plants and they are keeping up with the newest technology. Orbite's plant in Quebec is state-of-the art solvent extraction and represents significant improvements in solvent-extraction capability. There's a private company in the United States, Intellimet, that has really made some major improvements in solid-phase extraction. I expect solid-phase extraction of HREEs will be underway at full scale in the United States no later than 16 months from now. I am not at liberty to say where, but I think you can figure it out just from what I've said today.

[Langstrumpf2]

http://www.alaskapublic.org/2012/09/27/mine-developers-optim…
...
The annual Southeast Conference kicked off in Craig this week with a morning dedicated to mining.

Representatives of area mining interests spoke back-to-back to about 200 conference participants.

Two potential mines on Prince of Wales Island remain in development, but both are promising enough that owners intend to submit preliminary economic assessment plans within the next couple of months.

Geologist Randy MacGillivray spoke about the Bokan Mountain rare earth exploration project. He says they’ve taken about 20 tons of material for testing, and have developed a three-dimensional digital model of the underground mine.

MacGillivray describes rare earth elements as “space age” metals, used in green technology and in the defense industry. For example, he says a single hybrid car uses about 33 pounds of rare earth elements.

He says a preliminary economic assessment of the mine is due out soon.

“This is a rough look at the project from an economic standpoint, using the information we know now, plus or minus 40 percent,” he says.

A more detailed feasibility study will follow if results look good.

MacGillivray says that once in operation, the mine is expected to produce about 1,500 tons per day. About 200 workers would be employed at the mine, with a two-week-on, two-week-off work rotation.

Processing would take place on site. The initial process would involve crushing the extracted rock and screening the crushed material with X-rays to determine which rock fragments include the desired mineral. An air jet would blow waste rock into a disposal bin.

MacGillivray says the mineral-containing rock then would be processed using chemicals to extract the minerals.

“We’ve done three tons of material through the X-ray sorter already, and we’re anticipating about a 50 percent split. So we mine 1,500 tons a day, but we only have to mill 750 tons a day,” he says.

He says waste rock will fill empty shafts, avoiding the need for a surface tailings facility.
...

[Langstrumpf2]

Das nenne ich gute Neuigkeiten: http://ucore.com/us-department-of-defense-contracts-with-uco…
...
October 1, 2012 – Halifax, Nova Scotia – Ucore Rare Metals Inc. (TSX-V:UCU) (OTCQX:UURAF) (“Ucore” or “the Company”) is pleased to announce that the United States Department of Defense (DOD) has contracted with Ucore via the Company’s US operating subsidiary Landmark Alaska L.P. to conduct a mineralogical and metallurgical study on the Company’s Bokan Mountain heavy REE property in Southeast Alaska. The program, to be managed by DOD under the Defense Logistics Agency (DLA) will focus on possible development of Bokan Mountain, America’s largest NI 43-101 compliant heavy rare earth resource, to meet the requirements of the Department of Defense for an ongoing supply of critical heavy REE’s. Under the agreement, Ucore will provide DOD with the most up-to-date data on the Bokan project’s mineralogy and proprietary bench and pilot scale Solid Phase Extraction (SPE) nanotechnology research.

According to a March 2012 report from DOD, yttrium, terbium, and dysprosium are all considered to be “critical to the production, sustainment, or operation of significant United States military equipment,” as well as “subject to interruption of supply, based on actions or events outside the control of the government of the United States.” Yttrium, in particular, was shown to be in deficit when considering projected future domestic supply.

This announcement demonstrates strong interest by the U.S. Government in domestic mining and production of rare earth elements to support the heavy rare earth requirements of DOD. Bokan Mountain is the richest domestic source of three heavy rare earth elements –dysprosium, terbium, and yttrium – which are critical to several advanced weapon systems, such as stealth helicopters and precision-guided weapons. Currently, all of the world’s commercially-available heavy rare earth elements are produced in China. Ongoing production and export quotas have limited the availability of these materials to global markets.

“The United States does not yet have the capability to produce three of the heavy rare earths that occur naturally and in abundance in Bokan Mountain,” said Jim McKenzie, President and CEO of Ucore. “The Department of Defense’s investment in the Bokan deposit and Ucore’s proprietary SPE technology represents a significant step toward recapturing the rare earths technological lead surrendered to China decades ago. What’s more, the DOD relationship adds a great deal of credibility to Ucore’s domestic supply chain development, representing one of the largest purchasing capabilities amongst prospective customers worldwide.”
...

[Langstrumpf2]

http://proedgewire.com/rare-earth-intel/department-of-defens…
...
Ucore, through its subsidiary Landmark Alaska L.P., has been contracted to perform a mineralogical and metallurgical evaluation of the Company’s Bokan Mountain heavy REE (HREE) mine in southeastern Alaska, which is the largest NI 43-101 compliant HREE mine in North America. The goal will be to determine this property’s ability to produce a steady supply of HREE (i.e. the ‘rarer’ rare metals such as dysprosium, terbium, and yttrium) to meet DOD requirements in the long term. According to a related press release dated October 1, 2012, “Ucore will provide DOD with the most up-to-date data on the Bokan project’s mineralogy and proprietary bench and pilot scale Solid Phase Extraction (SPE) nanotechnology research”. The DOD, essentially, needs to ensure that there are no gaps in the supply of these critical metals, essential to develop current and future defense technology, demonstrating a very strong interest in American domestic mining of rare earths.
...

[nicolani]

na dann mal kurs auf!! läuft ja heute mit ein wenig verspätung richtig gut an!!

[nicolani]

man muss halt wissen, wo man investiert!!

[nicolani]

wenn hier mal die us-yuppies aufmerksam werden, na dann, dann zieht euch warm an, wir haben gerade heute mal mit knapp über 1 mio gehandelter shares das jahreshoch, gar nicht auszumalen, wenn hier mal über 10 mio getradet werden!!

[nicolani]

selbst in canada könnten wir auch heute noch das jahreshoch bei 1,2 mio shares toppen!! just great!!

[nicolani]

pacemaker sind im augenblick die us-boys!!

[Langstrumpf2]

Und natürlich auch hier:

Luisa Moreno: Is It Time to Call a Bottom in Rare Earth Metals Markets?

http://www.theaureport.com/pub/na/14473?utm_source=delivra&u…
...
TCMR: Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) recently announced that it is able to take uranium and thorium out of its processed ore at its mine in Alaska. Is that meaningful to investors?

LM: It is very meaningful. Most projects, if not all, will have concentrations of uranium and thorium that they will have to deal with. They need to find a safe way of extracting the uranium and thorium, storing it and disposing of it. It's good that Ucore is talking about it and educating investors about the amount of uranium and thorium it has in its deposit and how it can be extracted. And the company is taking it into account as it develops its preliminary economic assessment (PEA) report and analysis. Hopefully, we will better understand what the costs are for the handling and storage of these elements as Ucore completes its economic study. Depending on how you look at which are the heaviest or which are the most valuable, they all rank differently, but Ucore's Bokan is well positioned. It has the second-highest grade for dysprosium and a favorable HREE distribution, according to my analysis.

TCMR: Ucore has also announced that it has had success separating these elements with a type of processing technology called solid-phase extraction. Some scale tests have been done so far. Tell us about that.

LM: Ucore is working with a group from Stanford University, which has technology that was mainly used in biotechnology applications. Its nanomembranes are able to filter some elements and let others go. It gets rid of some of the impurities, like iron, uranium and thorium, in two or three steps. In the following step, they change the chemistry of the membrane and it's able to recover the REEs. It seems that it actually can go through several interactions and recover individual elements and refine them. We don't know the economics at this stage, but it's unique. It's very exciting for Ucore. We think it is the only REE group trying this, and it has observed very interesting results. As Ucore puts together the PEA, we will definitely learn more about it.

TCMR: Could other companies that are having some difficulty with their metallurgy be able to mimic what Ucore is doing?

LM: Hopefully, yes. If Ucore is successful, others should be able to do it as well. It could be a positive development in the REE space across the board.
...

Ucore kommt hier erheblich besser weg als GWMG. Luisa versteht (oder darf nicht verstehen) das Modell einfach nicht.

[Videomart]

Antwort auf Beitrag Nr.: 43.670.984 von nicolani am 02.10.12 19:54:13

[Videomart]

Antwort auf Beitrag Nr.: 43.671.669 von Videomart am 02.10.12 22:47:29

+33%!!!

Damit ist Ucore der einzige Wert in meinem Depot, der es (vorerst) zurück in den grünen Bereich geschafft hat!
Ich hätte es fast nicht mehr für möglich gehalten...

Die Frage ist nun:
Wieviel Bestand hat dieser Aufschwung??

[Videomart]

Zitat von Langstrumpf2: Ucore kommt hier erheblich besser weg als GWMG. Luisa versteht (oder darf nicht verstehen) das Modell einfach nicht.

Was versteht sie nicht??
Kannst Du das kurz erklären?

[Langstrumpf2]

http://db.tt/vmjCI3km

[Videomart]

U.S. military to study Ucore property

October 1, 2012 - 7:35pm By BRUCE ERSKINE Business Reporter
http://thechronicleherald.ca/business/142349-us-military-to-…

[Videomart]

Benzinga's Microcap Movers for Tuesday
Charles Gross, Benzinga Staff Writer
October 02, 2012 9:06 PM


Ucore Rare Metals

Shares of Ucore Rare Metals (OTC: UURAF), the Halifax, Nova Scotia mining company, rose 38.27% Tuesday on 9 times average volume.

Ucore announced Monday that the United States Department of Defense had contracted with Ucore via the Company's US operating subsidiary Landmark Alaska L.P. to conduct a mineralogical and metallurgical study on the Company's Bokan Mountain heavy REE property in Southeast Alaska. The program, to be managed by DOD under the Defense Logistics Agency will focus on possible development of Bokan Mountain, America''s largest NI 43-101 compliant heavy rare earth resource, to meet the requirements of the Department of Defense for an ongoing supply of critical heavy REE's.

Under the agreement, Ucore will provide DOD with the most up-to-date data on the Bokan project's mineralogy and proprietary bench and pilot scale Solid Phase Extraction nanotechnology research.

Ucore Rare Metals closed at $0.56 on Tuesday.

http://www.benzinga.com/trading-ideas/long-ideas/12/10/29616…

[Videomart]

Dr. Hammen hält heute Nachmittag ab 14:55 MEZ seinen angekündigten Vortrag auf der

COM 2012
"51st Annual Conference of Metallurgists"

http://web.cim.org/com2012/conference/AuthorInfo.cfm

[Videomart]

Jack Lifton ist auch dabei:

http://web.cim.org/meetings/Admin/reports/TechProg_abstract.…

[Videomart]

Die haben sich was vorgenommen:

"We will propose that SPE, Solid Phase Extraction, can be shown to be the best technology for recovering the heavy rare earths economically."

[Langstrumpf2]

Zitat von Videomart: Was versteht sie nicht??
Kannst Du das kurz erklären?

Ehrlich nicht ?

Sie vergleicht Äpfel mit Birnen. GWMG will die Eigenversorgung mit REO sichern und nicht ROW. Das ist schon mal ein Unterschied zu anderen Explorern, die den Rest of the World mit REO versorgen wollen. Der nächste Unterschied ist, das GWMG über LCM über ein langjährigen Produzenten von Spezialalloys verfügt. Alloys, die sehr speziell auf die einzelnen Kunden zugeschnitten sind. Bisher wurde das nötige REO / REM von den Chinesen gekauft namnetlich von GQD. Allenfalls vergleichbar mit Stans, wobei STANS hier noch den Beweis schuldig ist, das sie den Kundenansprüchen im Bereich der Alloy Herstellung genüge tun kann.

Über GQD hat GWMG das Separationswissen eingekauft. GQD muss im Gegensatz zu anderen auch nicht beweisen, das sie die Separationstechnik beherrschen. Sie tun es seit vielen Jahren erfolgreich.

Jetzt kommt Steenkampskraal in Spiel. Ab 2014 sollen dort ca. 5.000t REO produziert werden. Lediglich 1.260t davon gehen an LCM. Der Rest steht für Off Take Vereinbarungen zur Verfügung. Damit wird man zwar nicht viel Geld verdienen, aber zumindest werden die Kosten damit auf jedenfall gedeckt.

Jeder installierter Ofen bei LCM kann ca. 700t hoch qualitative Nd2O3 Alloys Flakes produzieren. 6 solche Öfen soll es bis 2015 geben. Weitere Expansion nicht berücksichtigt. Das ergibt eine 4.200t Nd2O3 Alloys Flakes.

Doch bleiben wir bei 2014. Aus diesen 1,260t REO entstehen 500t Samarium based Ingots und 2.847t Nd2O3 Alloys Flakes. Jedes Kilo erzielt laut Byron mindestens 150$. Ich benutze aus bestimmten Gründen 165$.

Nebenrechnung: 1t Nd2O3 Alloys Flakes hat also einen Verkaufwert von 165.000$. Das Ganze jetzt mal 2.847 = 469.755.000$. Natürlich sind hier noch die Kosten abzuziehen. Für die Samarium based Ingot werden ca. 15.736.000$ erzielt. Durschnittlich 145.054$ pro Tonne. Mutmassliche Kosten pro Tonne ca. 19.506$

Bei dieser ganzen Rechnerei ist GWTI überhaupt nicht berücksichtigt. Die werden sicherlich auch ihren Teil zum Gesamtunternehmen beitragen. Dieser Vertrag zwischen GWTI und dem United States Department of Defense (DOD) wird hier die Treibfeder sein.

Hier bleibt also abzuwarten in wie weit das bevorstehende PEA genau das alles bestätigt, damit GWMG mit den Zahlen endlich an die Öffentlichkeit gehen kann.

So genug der OT. Sorry Langstrumpf, wir sind ja hier bei Ucore, dem anderem Nutznießer mit dem DOD. Schönen Feiertag noch.

[Videomart]

Antwort auf Beitrag Nr.: 43.673.373 von Langstrumpf2 am 03.10.12 14:28:25

Hallo Langstrumpf!!

Vielen Dank für Deine ausführliche Antwort!
Sehr nett von Dir...

Ich wünsche Dir ebenfalls noch einen schönen Feiertag!

Gruss
Vm

[Videomart]

October 03, 2012 08:44 ET

Halt, Ucore Rare Metals Inc.

At the Request of the Company Pending News

Halt Time: (ET) 8:28 E.T.

http://www.marketwire.com/press-release/iiroc-halt-ucore-rar…

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.673.460 von Videomart am 03.10.12 14:55:57

Wenn das jetzt noch das lang erwartete PEA ist, dann können sie keinen passenderen Moment erwischen. Das wäre der Hammer. Und jetzt mach ich mal sowas, wie sonst eine bekannte andere (Danach)

[Videomart]

Antwort auf Beitrag Nr.: 43.673.476 von Langstrumpf2 am 03.10.12 15:00:14

Exakt in diesen Minuten beginnt Hammens' und Lifton's Vortrag!

Hoffentlich haben sie viel Gutes zu berichten...

[Langstrumpf2]

Antwort auf Beitrag Nr.: 43.673.460 von Videomart am 03.10.12 14:55:57

Dieser Link geht übrigens nicht:

Dr. Hammon and Jack Lifton at the COM 2012 today

http://web.cim.org/meetings/Admin/reports/TechProg_abstract.…

[nicolani]

übernahme oder KE!

[Langstrumpf2]

Zitat von nicolani: übernahme oder KE!

Auf keinen Fall. Wie kommst Du denn auf sowas.

[Videomart]

Antwort auf Beitrag Nr.: 43.673.492 von Langstrumpf2 am 03.10.12 15:06:22

Bis vorhin funktionierte der Link noch!

Hier die genaue Adresse und der Text:
http://web.cim.org/meetings/Admin/reports/TechProg_abstract.…



WEDAM1-Separation and Metal Production

The State of the Art in Separating and Purifying the Heavy Rare Earths: Solvent Exchange, Ion Exchange, and Solid Phase Extraction, Which is the Optimal Process?

Paper No.: 7587
Author: Jack Lifton
Co-authors:
Dr. Richard Hammen

Room: Great Room A - 3rd Floor
Time: Wednesday October 3, 2012 - 8:55


"Historically the rare earths were first chemically separated from each other and purified by fractional crystallization. This slow, cumbersome, and laborious process was not suited to commercial production. Solvent Exchange technology was applied to the problem of separating and purifying the rare earth elements when it was determined beginning in the late 1960s that there might be commercial uses for them individually. At the time the slow and expensive technique of ion exchange was applied either for ultra-purification of the then desired “light” rare earths, or for the recovery and purification of the then tiny amounts of higher atomic numbered, “heavy,” rare earths. Solvent Exchange has today become the standard for separating the rare earths across their atomic number spectrum. Whereas the separation of the light rare earths commercially may take 30 “cascades’ in a modern Chinese plant, the total separation of all of them from each other may take up to 80 such “cascades,” and is only even “practical’ with pre-concentrated feed stocks such as those produced in China by heap-leaching techniques performed in situ on very low grade radio-nuclide free ionic absorption clays. Ultra-pure materials of all types are produced today by ion-exchange processing of ionic species already separated by solvent exchange.
Hard rock deposits and refractory residues of tin mining and residues from uranium mining have been identified outside of China with very high ratios of dysprosium and other heavy rare earths to the majority lighter ones. Several issues face those who wish to process these materials so as to separate the heavy rare earths commercially:

(1) The ore must be cracked efficiently so as to produce the highest concentration process leach solution that is compatible with the chosen separation process; (2) The radio-nuclides, if present, and other nuisance elements, such as iron, must be removed prior to other separations and disposed of legally and safely; (3) The separation technology used must be capable of continuous operations, so as to be economical and practical-this means that multiple campaigns to accumulate sufficient PLS for a heavy rare earth campaign are not practical for a small venture depending on heavy rare earths for their revenues.

The first issue above, the cracking of the ore, is a universal problem. Hard rock rare earth ores with high values of the heavy rare earths tend be silicates from which it is a challenge to extract the desired rare earths into solution efficiently and economically.

We will propose that SPE, Solid Phase Extraction, can be shown to be the best technology for recovering the heavy rare earths economically."



http://web.cim.org/meetings/Admin/reports/TechProg_abstract.…

[nicolani]

Antwort auf Beitrag Nr.: 43.673.588 von Langstrumpf2 am 03.10.12 15:28:38

reine spekulation!