Ausbruchstrade! COMMERCE RESOURCES CORP. (Seite 1135)

[thairat]

METALS
FOR THE
FUTURE
TANTALUM, NIOBIUM AND RARE EARTH ELEMENTS
APRIL 2014

Presentation Commerce Resources

http://www.commerceresources.com/i/pdf/presentation.pdf

[kalorex]

Zitat von thairat: Rare Earth Pricing: Up or Down?
Posted on May 11, 2014 by Jon Hykawy

Wenn der gut Jon da mal nicht etwas daneben liegt mit seinen Prognosen. Tut vielleicht nicht direkt etwas zur Sache bei den zukünftigen REE Preisen, wer von den Juniors es sein wird, der das Rennen macht. Über die Qualität seiner Analyse in diesem Marktsegment und seiner abgeleiteten Prognose sagt es doch einiges aus...

„ ..., the basic assumptions are that we look for the market to accept about 60,000 tonnes of predominantly “light” REOs from four producers (but it could be five or six smaller projects; the tonnage matters more than numbers of producers) and about 30,000 tonnes of “heavy” production from an additional four producers. This material enters the market over the next five or six years. For purposes of clarity, Molycorp and Lynas are assumed to be in production, and we assume that Great Western gets there, too...".

Great Western als künftigen predominantely light REO Produzenten zu verorten ist schon ambitioniert. Die haben selber erst vor 5 Tagen in ihrer FS verkündet, dass sie CeO und LaO als unverkäuflichen Abfall betrachten, von dem sie keinen Ergebnisbeitrag erwarten.
Lynas und Molycorp sind sicher hoch erfreut, dass Jon ihnen das Überleben zutraut. Wird er recht behalten?

"On the “heavy” side, we assume that the production comes from Matamec, Ucore, Quest and Serra Verde, a privately-owned ionic clay deposit located in Brazil."

Ausgerechnet Matamec und Quest? Da verlässt sich wohl jemand sehr auf die Lieblinge der medialen Leitwölfe von vor 2-3 Jahren? Quest wird es freuen...

[Bunkervogel]

May 12, 2014


Commerce Resources Corp. Completes Drill Program at the Ashram Rare Earth Deposit, Northern Quebec
Commerce Resources Corp. (TSXv: CCE, FSE: D7H) (the "Company") is pleased to announce the completion of the winter drill program at its 100% owned Ashram Rare Earth Deposit located in Northern Quebec.

The drill program, which commenced in late March, has been completed on schedule and under budget. Final demobilization of field crews is underway. Twelve drill holes were completed for a total of 1,556.61 metres. The drill holes at the Ashram Deposit included:

1. Nine holes completed as infill on the Ashram Deposit over Centre Pond, focusing on the MHREO Zone, and

2. Three short geotechnical holes completed peripheral to the deposit to assess the preferred location of the dyke to be emplaced on Centre Pond.

A map illustrating the location of the 2014 drill holes may be viewed here.

Infill Drilling
The infill drill program was successful with all nine drill holes (1,494.56 metres) collaring in mineralization that continued over their entire length. Each infill drill hole was intentionally ended at a set depth below the base of the proposed pit bottom resulting in each hole bottoming in mineralization. Further, mineralogical and lithological information from several drill holes strongly indicate that the MHREO Zone was intersected over significant widths. Samples are en route to Activation Laboratories of Ancaster, Ontario for analysis. Results will be released when received.

Geotechnical Drilling
Three short geotechnical holes (total of 62.05 metres) were completed to the east of the deposit; two on Centre Pond and one on land. Information collected included soil type, depth to bedrock, and assessment of bedrock type and competency, which will assist in determining if the proposed dyke location would be adequate. Preliminary results appear positive with information currently being assessed by Roche Ltd.

Additionally, the Company is informed that Secutor Capital Management Corp., an Ontario based licensed investment advisor and broker, has initiated coverage on Commerce Resources. It is the policy of Commerce Resources not to comment on any report, analysis or coverage by registered financial analysts regarding any aspect of our Company.

The Ashram Deposit has a measured and indicated resource of 29.3 million tonnes at 1.90% TREO and an inferred resource of 219.8 million tonnes at 1.88% TREO, based on 57 holes and 16,868 metres drilled. (See news release dated May 24, 2012).


NI 43-101 Disclosure
Darren L. Smith, M.Sc., P.Geol., Dahrouge Geological Consulting Ltd., a Qualified Person as defined by National Instrument 43-101, supervised the preparation of the technical information in this news release.


About Commerce Resources Corp.
Commerce Resources Corp. is an exploration and development company with a particular focus on deposits of rare metals and rare earth elements. The Company is focused on the development of its Upper Fir Tantalum and Niobium Deposit in British Columbia and the Ashram Rare Earth Element Deposit in Quebec.

For more information please visit the corporate website at http://www.commerceresources.com or contact Investor Relations at 1.866.484.2700 or [e-mail].



On Behalf of the Board of Directors
COMMERCE RESOURCES CORP.
David Hodge
President and Director


Quelle:

http://www.commerceresources.com/s/NewsReleases.asp?ReportID…

[thairat]

Initiation of Coverage
28 April 2014
COMMERCE RESOURCES CORP V-CCE

Commerce REO Speedwagons its Ashram Rare Earth Project
Rare earth element (REE) Supply Remains Limited, Concentrated, and Vulnerable. China connues to dominate world REE producon, controlling approximately 90% of the market, despite progress made by Molycorp and Lynas. Although China provided the world with arficially “cheap” REEs for years, its labour costs are increasing, its reserves are depleng, and its mines have been abused to the limit. The costs of producing “cheap” rare earths are becoming increasingly unsustainable in terms of the environment, the availability of reserves, the health of its communies, and the polical ramificaons. China can no longer afford the costs associated with “cheap” rare earths and is beginning to worry about its own domesc supply, as China is its own biggest customer.
The Bottom of the Curve? REE prices have decreased considerably in recent years, although they are generally sll above where they were in 2009, before fears of constrained supply sent prices sky-rockeng. Very lile producon has since come online, implying that REE prices may have over-corrected. Increasing environmental standards, decreasing reserves in China, and minimal new supply indicate that REE prices cannot stay this low indefinitely.

Commerce Resources is one of the most advanced REE juniors in regards to metallurgy, which in the REE space, is everything. The Ashram Project hosts a substanal resource with a well-balanced rare earth oxide (REO) distribuon. The deposit is enriched in light and heavy rare earths, including all five of the crical elements. The mineralogy is simple due to the presence of the minerals monazite, bastnaesite, and xenome which currently dominate commercial processing. Unlike many of its competors, Commerce is able to produce a 43.6% total rare earth oxide (TREO) mineral concentrate due to the deposit’s simple mineralogy, allowing significant cost reducons.
Valuation. A net present value (NPV) per share of CAD$1.44 was calculated for the Ashram Project based on a 10% discounted cash flow (DCF) model. In addion to Ashram, Commerce has an advanced niobium- tantalum project in BC, named Blue River, which was not evaluated in this report. Blue River is compelling in its own right due to recent developments in the tantalum space, however, given that Commerce Resources currently trades at around CAD$0.20 and Ashram yields an aer-tax NPV per share of CAD$1.44, including project financing, Commerce Resources is a stock of interest on the merit of Ashram alone...

http://www.rockstone-research.de/research/SECUTOR_CCE_28APR2…

[Depotmanager04]

Antwort auf Beitrag Nr.: 46.971.878 von Bunkervogel am 13.05.14 15:41:38

...thats the way I like it..

[thairat]

Experts commenting on Commerce Resources:


Stephan Bogner (Rockstone)
http://www.theaureport.com/pub/htdocs/expert.html?id=8044

Luisa Moreno
http://www.theaureport.com/pub/htdocs/expert.html?id=5210

Leonard Melman
http://www.theaureport.com/pub/htdocs/expert.html?id=1343

Lisa Reisman
http://www.theaureport.com/pub/htdocs/expert.html?id=8112

Alex Knox
http://www.theaureport.com/pub/htdocs/expert.html?id=7683

[Bunkervogel]

Guter Auftakt! Bin schon auf den heutigen SK und den Verlauf in den nächsten Wochen und Monaten gespannt. Habe heute Morgen nochmals nachgelegt.

[thairat]

As soon as I get it I will place it here. Wenn ich den Artikel bekomme, werd ich ihn posten .

[griper]

Antwort auf Beitrag Nr.: 46.971.360 von Manaserv am 13.05.14 14:38:36

bei 17000? bei 13,85 euro liegt die "magische grenze" für mich

[Manaserv]

wenn der kurs auf 17000 steigt bin ich millionär