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http://www.northernminer.com/news/ucore-completes-dotson-rid…
Ucore completes Dotson Ridge PEA
2012-11-29
Head of global research at Byron Capital Markets Jon Hykawy has raised his target price on Ucore Rare Metals (UCU-V, UURAF-O) to $1.00 per share — a 12-month estimate that he “still considers conservative” — after the company completed a preliminary economic assessment of the Dotson Ridge Zone of its Bokan Mountain heavy rare earth property in southeastern Alaska.
The PEA estimates capital costs of US$221 million that includes a complete on-site rare earth oxide (REO) separation plant and a contingency provision of US$25 million, a price tag that president and chief executive Jim McKenzie calls among the lowest in the industry.
The downstream separation facilities “promise to render high purity oxides both economically and on-site,” McKenzie said in prepared remarks.
The project on Prince of Wales Island, about 60 km southwest of Ketchikan and 140 km northwest of Prince Rupert, British Colombia, has direct ocean access to the western seaboard and the Pacific Rim, which bring some of the lowest shipping rates in the industry, and is situated in the Tongass National Forest within an area set aside for natural resource development.
The PEA outlines a mine life of eleven years based on a 2011 inferred resource estimate of 5.3 million tonnes averaging 0.65% total rare earth oxides at a cut-off grade of 0.4% TREO. (The deposit has been drilled to a depth of 450 metres, and remains open both along strike and at depth.) And about 40% of the TREOs are heavy rare earth oxides.
The proposed mine will yield a pre-tax net present value of US$577 million at a 10% discount rate and an internal rate of return of 43%.
At a mining rate of 1,500 tonnes per day, and average total rare earth recoveries of 81.6%, payback should come in 2.3 years. The mine will produce an average 2,250 tonnes per year during its first five years of operation, including 95 tonnes of dysprosium oxide, 14 tonnes of terbium oxide, and 515 tonnes of yttrium oxide.
Ucore plans to use Dual Energy X-Ray Transmission (DEXRT) sorting and magnetic separation. The mineralized material will be crushed and split into four size ranges. The fines will bypass the sorters and each of the other size ranges will feed one of three sorters that use DEXRT. The circuit will reject about 50% of the feed as waste. The concentrated mineralized material will then be crushed further and ground in a rod mill. That material will then be processed by magnetic separators, which will reject a further 50% of their feed as waste.
In total Ucore estimates that about 75% of non-REE bearing material will be discarded through the physical beneficiation process. The remaining 375 tonnes per day of concentrated mineralized material is then further ground and fed to the leaching circuit. The company says the physical beneficiation circuit saves initial capital expenditure and operating costs.
Hykawy of Byron Capital Markets describes DEXRT as a technique “that passes X-rays of two different energies through ground particles of ore. By having detectors look at the difference in absorption of the two sources, it is possible to identify the particles containing large amounts of rare earth. Magnetic and DEXRT sorting combine to reduce ore volume by at least 50%.”
The leaching circuit consists of a nitric acid leach process. The slurry is filtered and the solids are then taken to the backfill plant to be put underground as cemented paste backfill. Before the solution continues on to the separation circuit it is treated by diffusion dialysis to recover the unconsumed nitric acid, which is then recycled to the leach circuit.
The individual rare earth oxides are then separated using a technology called Solid Phase Extraction (SPE). The technology was developed by Ucore and IntelliMet LLC in Montana. Hykawy describes SPE as a “highly modified form of ion exchange, which has previously been used in the REE industry to “polish” products and produce purified versions of some products.”
The Toronto-based clean technologies and materials analyst explains that SPE turns the conventional ion exchange bed into a porous solid. “While the cost per mass of media remains high,” he explains in a research note to clients, “the operating life is dramatically extended and the medium can be used under high pressures and flow rate, dramatically improving extraction rates.”
At presstime in Toronto Ucore was trading at 56 cents a share within a 52-week range of 21.5 cents and 64 cents. The company has about 153 million shares outstanding.
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Ucore completes Dotson Ridge PEA
2012-11-29
Head of global research at Byron Capital Markets Jon Hykawy has raised his target price on Ucore Rare Metals (UCU-V, UURAF-O) to $1.00 per share — a 12-month estimate that he “still considers conservative” — after the company completed a preliminary economic assessment of the Dotson Ridge Zone of its Bokan Mountain heavy rare earth property in southeastern Alaska.
The PEA estimates capital costs of US$221 million that includes a complete on-site rare earth oxide (REO) separation plant and a contingency provision of US$25 million, a price tag that president and chief executive Jim McKenzie calls among the lowest in the industry.
The downstream separation facilities “promise to render high purity oxides both economically and on-site,” McKenzie said in prepared remarks.
The project on Prince of Wales Island, about 60 km southwest of Ketchikan and 140 km northwest of Prince Rupert, British Colombia, has direct ocean access to the western seaboard and the Pacific Rim, which bring some of the lowest shipping rates in the industry, and is situated in the Tongass National Forest within an area set aside for natural resource development.
The PEA outlines a mine life of eleven years based on a 2011 inferred resource estimate of 5.3 million tonnes averaging 0.65% total rare earth oxides at a cut-off grade of 0.4% TREO. (The deposit has been drilled to a depth of 450 metres, and remains open both along strike and at depth.) And about 40% of the TREOs are heavy rare earth oxides.
The proposed mine will yield a pre-tax net present value of US$577 million at a 10% discount rate and an internal rate of return of 43%.
At a mining rate of 1,500 tonnes per day, and average total rare earth recoveries of 81.6%, payback should come in 2.3 years. The mine will produce an average 2,250 tonnes per year during its first five years of operation, including 95 tonnes of dysprosium oxide, 14 tonnes of terbium oxide, and 515 tonnes of yttrium oxide.
Ucore plans to use Dual Energy X-Ray Transmission (DEXRT) sorting and magnetic separation. The mineralized material will be crushed and split into four size ranges. The fines will bypass the sorters and each of the other size ranges will feed one of three sorters that use DEXRT. The circuit will reject about 50% of the feed as waste. The concentrated mineralized material will then be crushed further and ground in a rod mill. That material will then be processed by magnetic separators, which will reject a further 50% of their feed as waste.
In total Ucore estimates that about 75% of non-REE bearing material will be discarded through the physical beneficiation process. The remaining 375 tonnes per day of concentrated mineralized material is then further ground and fed to the leaching circuit. The company says the physical beneficiation circuit saves initial capital expenditure and operating costs.
Hykawy of Byron Capital Markets describes DEXRT as a technique “that passes X-rays of two different energies through ground particles of ore. By having detectors look at the difference in absorption of the two sources, it is possible to identify the particles containing large amounts of rare earth. Magnetic and DEXRT sorting combine to reduce ore volume by at least 50%.”
The leaching circuit consists of a nitric acid leach process. The slurry is filtered and the solids are then taken to the backfill plant to be put underground as cemented paste backfill. Before the solution continues on to the separation circuit it is treated by diffusion dialysis to recover the unconsumed nitric acid, which is then recycled to the leach circuit.
The individual rare earth oxides are then separated using a technology called Solid Phase Extraction (SPE). The technology was developed by Ucore and IntelliMet LLC in Montana. Hykawy describes SPE as a “highly modified form of ion exchange, which has previously been used in the REE industry to “polish” products and produce purified versions of some products.”
The Toronto-based clean technologies and materials analyst explains that SPE turns the conventional ion exchange bed into a porous solid. “While the cost per mass of media remains high,” he explains in a research note to clients, “the operating life is dramatically extended and the medium can be used under high pressures and flow rate, dramatically improving extraction rates.”
At presstime in Toronto Ucore was trading at 56 cents a share within a 52-week range of 21.5 cents and 64 cents. The company has about 153 million shares outstanding.
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Ucore Applies to TSX Venture Exchange for Warrant Extension
Ticker Symbol: C:UCU U:UURAF
HALIFAX, NOVA SCOTIA -- (MARKET WIRE) -- 11/28/12
Ucore Rare Metals Inc. (TSX VENTURE:UCU)(OTCQX:UURAF) ("Ucore" or "the Company") is pleased to announce that it has made application to the TSX Venture Exchange for approval to extend the expiry date of its outstanding common share purchase warrants.
The Company has applied to have the expiry date of the warrants amended from December 9, 2012 to March 31, 2013 for 11,674,999 of the total 12,499,999 warrants issued on December 9, 2010. The exercise price of the warrants remains unchanged at $0.55 per warrant.
About Ucore Rare Metals Inc.
Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near term production potential. 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 developing near term production facilities and limiting the capital costs associated with mine construction.
The Bokan property is particularly enriched with heavy rare earth elements, including the critical elements dysprosium, terbium and yttrium. Approximately 40% (by weight) of the rare earth elements contained on the Dotson Ridge property are heavy rare earth elements, as disclosed in the Company's NI 43-101 resource estimate technical report, filed on April 21, 2011. The resource was completed by R. J. Robinson, a consultant from Aurora Geosciences.
Contacts:
Ucore Rare Metals Inc.
Mr. Jim McKenzie
President and Chief Executive Officer
(902) 482-5214
www.ucore.com
Ticker Symbol: C:UCU U:UURAF
HALIFAX, NOVA SCOTIA -- (MARKET WIRE) -- 11/28/12
Ucore Rare Metals Inc. (TSX VENTURE:UCU)(OTCQX:UURAF) ("Ucore" or "the Company") is pleased to announce that it has made application to the TSX Venture Exchange for approval to extend the expiry date of its outstanding common share purchase warrants.
The Company has applied to have the expiry date of the warrants amended from December 9, 2012 to March 31, 2013 for 11,674,999 of the total 12,499,999 warrants issued on December 9, 2010. The exercise price of the warrants remains unchanged at $0.55 per warrant.
About Ucore Rare Metals Inc.
Ucore Rare Metals Inc. is a development-phase mining company focused on establishing rare metal resources with near term production potential. 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 developing near term production facilities and limiting the capital costs associated with mine construction.
The Bokan property is particularly enriched with heavy rare earth elements, including the critical elements dysprosium, terbium and yttrium. Approximately 40% (by weight) of the rare earth elements contained on the Dotson Ridge property are heavy rare earth elements, as disclosed in the Company's NI 43-101 resource estimate technical report, filed on April 21, 2011. The resource was completed by R. J. Robinson, a consultant from Aurora Geosciences.
Contacts:
Ucore Rare Metals Inc.
Mr. Jim McKenzie
President and Chief Executive Officer
(902) 482-5214
www.ucore.com
PRESS RELEASES 11/28/2012 9:08:01 AM | Marketwire News
Ucore Reports Robust Economics for Bokan PEA Study
--------------------------------------------------------------------------------
HALIFAX, NOVA SCOTIA--(Marketwire - Nov. 28, 2012)
http://www.canadianminingjournal.com/press-releases/story.as…
Ucore Reports Robust Economics for Bokan PEA Study
--------------------------------------------------------------------------------
HALIFAX, NOVA SCOTIA--(Marketwire - Nov. 28, 2012)
http://www.canadianminingjournal.com/press-releases/story.as…
http://www.stockhouse.com/news/usreleasesdetail.aspx?n=86793…
Highlights of the PEA Include:
•Net Present Value (NPV): $577M at a 10% discount rate, pre-tax.
•Internal Rate of Return (IRR): 43%.
•Payback Period: 2.3 years.
•Capital Cost: $221M, including a complete on-site rare earth oxide (REO) separation plant, and a contingency provision in the amount of $25M. Among the lowest capital outlays in the rare earth mining sector.
•Mining Rate: 1,500 tonnes per day (TPD), 75% of mill feed is eliminated via the use of Dual Energy X-Ray Transmission (DEXRT) sorting and magnetic separation, netting approximately 375 TPD to feed the leach circuit.
•Average Total Rare Earth Recoveries: 81.6%
•Production of REOs at site: Deployment of Solid Phase Extraction (SPE) technology to generate high purity individual rare earth oxides at the site.
•REO Production: Averaging 2,250 tonnes per year (TPY) during the first five years at full production, including 95 tonnes of dysprosium oxide, 14 tonnes of terbium oxide, and 515 tonnes of yttrium oxide.
•Mine Life: 11 years, based on existing Inferred Mineral Resource Estimate (April 21, 2011), excluding highly prospective expansion at depth, along strike, and other exploration targets at the I&L Zone and beyond.
•Direct Employment: 170 employees.
•Ease of Shipping Access: Only rare earth project with immediate deep water shipping facilities, resulting in prospective mine-mouth shipping rates among the lowest in the industry.
•Elimination of Tailings on Surface at Closure: Only known mine to eliminate tailings on surface at closure. All tailings will be placed underground via cemented paste backfill. The processing plant will generate approximately 735 TPD of tailings, significantly less than the mine requirement of approximately 1,030 TPD backfill.
•Recycling of Nitric Acid: Nitric acid that is not consumed in the leach circuit will be recycled through the use of diffusion dialysis, greatly reducing acid consumption by more than 75%, resulting in significant financial and environmental benefits.
•Near Term, High Value Production: Relative high percentage of rare earth metals strategically critical to the US defence, clean energy, aerospace, supercomputing and transportation sectors: including Tb, Dy and Y.
•Excellent Geopolitical Support: Offset of completion risk through strong legislative and financial support at state and federal levels.
Highlights of the PEA Include:
•Net Present Value (NPV): $577M at a 10% discount rate, pre-tax.
•Internal Rate of Return (IRR): 43%.
•Payback Period: 2.3 years.
•Capital Cost: $221M, including a complete on-site rare earth oxide (REO) separation plant, and a contingency provision in the amount of $25M. Among the lowest capital outlays in the rare earth mining sector.
•Mining Rate: 1,500 tonnes per day (TPD), 75% of mill feed is eliminated via the use of Dual Energy X-Ray Transmission (DEXRT) sorting and magnetic separation, netting approximately 375 TPD to feed the leach circuit.
•Average Total Rare Earth Recoveries: 81.6%
•Production of REOs at site: Deployment of Solid Phase Extraction (SPE) technology to generate high purity individual rare earth oxides at the site.
•REO Production: Averaging 2,250 tonnes per year (TPY) during the first five years at full production, including 95 tonnes of dysprosium oxide, 14 tonnes of terbium oxide, and 515 tonnes of yttrium oxide.
•Mine Life: 11 years, based on existing Inferred Mineral Resource Estimate (April 21, 2011), excluding highly prospective expansion at depth, along strike, and other exploration targets at the I&L Zone and beyond.
•Direct Employment: 170 employees.
•Ease of Shipping Access: Only rare earth project with immediate deep water shipping facilities, resulting in prospective mine-mouth shipping rates among the lowest in the industry.
•Elimination of Tailings on Surface at Closure: Only known mine to eliminate tailings on surface at closure. All tailings will be placed underground via cemented paste backfill. The processing plant will generate approximately 735 TPD of tailings, significantly less than the mine requirement of approximately 1,030 TPD backfill.
•Recycling of Nitric Acid: Nitric acid that is not consumed in the leach circuit will be recycled through the use of diffusion dialysis, greatly reducing acid consumption by more than 75%, resulting in significant financial and environmental benefits.
•Near Term, High Value Production: Relative high percentage of rare earth metals strategically critical to the US defence, clean energy, aerospace, supercomputing and transportation sectors: including Tb, Dy and Y.
•Excellent Geopolitical Support: Offset of completion risk through strong legislative and financial support at state and federal levels.
http://www.alaskajournal.com/Alaska-Journal-of-Commerce/Nove…
...
Another Southeast proposed underground mining project at an advanced stage is a rare earths project at Bokan Mountain, also on Prince of Wales Island bout 35 miles from Ketchikan, and also with good access by water.
Ucore Rare Metals Inc., the developer, plans to have its preliminary economic assessment completed and published very soon, Ucore’s chief operating officer, Ken Collison, told the AMA, also on Nov. 8.
A press release with the major conclusions of the PEA would be published first, and followed 45 days later with the release of the full report.
The schedule now calls for a feasibility study for the mine, the final step before approval by the owners, to be completed by the end of 2013.
“Once permits are issued, and how long that will take is the big question, construction would take about one-and-a-half years,” Collison told the miners association.
Ucore would mine just more than 1,000 tons of ore per day but would use a new crushing sorting technique to identify ore with the highest content of rare earths, Collison said. Only about 375 tons of ore per day would be processed.
The remaining waste rock would be temporarily stored on the surface but would eventually be placed back underground as “back-fill” in the mine.
If the mine proceeds to production it would employ about 170 in its operations, with hourly workers on a two-week on, two-week off schedule and members of the management team on a one-week on, one-week off schedule. Ucore also plans to open an office in Ketchikan soon.
The power requirement at a Bokan Mountain mine would be about 3 to 4 megawatts in operation but at the beginning, when the ore process mill is being started, the requirement is expected to reach 6 megawatts.
Collison said Ucore is discussing the possibility of importing liquefied natural gas, or LNG, from a supplier in the Pacific Northwest to fuel power generation.
“It would be about half the cost of using diesel,” he said.
The plan now is to make two concentrates at the mine containing rare earth elements, but Ucore is also experimenting with a new technology that could allow the concentrates to be separated into three rare earth metals at the mine.
The elements would be dysprosium, neodymium and erbium. Laboratory tests performed by IntelliMet LLC, a Montana firm, have demonstrated that the elements can be successfully separated from a composite of solutions that replicate the ores to be mined at Bokan Mountain, Ucore announced Oct. 3 in a press release.
If processing of the rare earth metals could be done at the site it would lessen the dependence of the U.S. on China as a source of rare earth processing. Rare earths are commonly used in technology systems.
...
...
Another Southeast proposed underground mining project at an advanced stage is a rare earths project at Bokan Mountain, also on Prince of Wales Island bout 35 miles from Ketchikan, and also with good access by water.
Ucore Rare Metals Inc., the developer, plans to have its preliminary economic assessment completed and published very soon, Ucore’s chief operating officer, Ken Collison, told the AMA, also on Nov. 8.
A press release with the major conclusions of the PEA would be published first, and followed 45 days later with the release of the full report.
The schedule now calls for a feasibility study for the mine, the final step before approval by the owners, to be completed by the end of 2013.
“Once permits are issued, and how long that will take is the big question, construction would take about one-and-a-half years,” Collison told the miners association.
Ucore would mine just more than 1,000 tons of ore per day but would use a new crushing sorting technique to identify ore with the highest content of rare earths, Collison said. Only about 375 tons of ore per day would be processed.
The remaining waste rock would be temporarily stored on the surface but would eventually be placed back underground as “back-fill” in the mine.
If the mine proceeds to production it would employ about 170 in its operations, with hourly workers on a two-week on, two-week off schedule and members of the management team on a one-week on, one-week off schedule. Ucore also plans to open an office in Ketchikan soon.
The power requirement at a Bokan Mountain mine would be about 3 to 4 megawatts in operation but at the beginning, when the ore process mill is being started, the requirement is expected to reach 6 megawatts.
Collison said Ucore is discussing the possibility of importing liquefied natural gas, or LNG, from a supplier in the Pacific Northwest to fuel power generation.
“It would be about half the cost of using diesel,” he said.
The plan now is to make two concentrates at the mine containing rare earth elements, but Ucore is also experimenting with a new technology that could allow the concentrates to be separated into three rare earth metals at the mine.
The elements would be dysprosium, neodymium and erbium. Laboratory tests performed by IntelliMet LLC, a Montana firm, have demonstrated that the elements can be successfully separated from a composite of solutions that replicate the ores to be mined at Bokan Mountain, Ucore announced Oct. 3 in a press release.
If processing of the rare earth metals could be done at the site it would lessen the dependence of the U.S. on China as a source of rare earth processing. Rare earths are commonly used in technology systems.
...
Trading Spotlight
"I called UCU and they stated that the PEA will be issued before the New Year no other details were given ."
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Aus Stockhouse:
"I emailed Mark at Ucore. He stated "no fear...it's worth the wait." Most of the report is basically written already. He reassured me that the report will impress. They are adding the finishing touches. He hinted that the report is coming out very soon. I'd get ready for a nice ride. This company is a high tech mining company. A different make up than most PEAs. Buy on the cheap and hold."
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
"I emailed Mark at Ucore. He stated "no fear...it's worth the wait." Most of the report is basically written already. He reassured me that the report will impress. They are adding the finishing touches. He hinted that the report is coming out very soon. I'd get ready for a nice ride. This company is a high tech mining company. A different make up than most PEAs. Buy on the cheap and hold."
Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
Gareth Hatch: Supply Chain Economics Drive Rare Earths Stocks
http://www.theaureport.com/pub/na/14744
...
TCMR: Let's look at some news from some of these projects on the list. Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) is working with the U.S. Department of Defense (DOD) on its Bokan Mountain project. The agreement has sent the share price up. A lot of people are taking Ucore more seriously. Is that agreement as material as others seem to think it is?
GH: It's a good sign. It is encouraging to see an acknowledgment from the DOD that it needs to engage with the defense supply chain more than it has to date. It also is doing an yttrium-related project with Great Western Minerals Group Ltd. (GWG:TSX.V; GWMGF:OTCQX) and a related magnet project with a U.S. magnet company called Thomas & Skinner.
It's a good thing; however, a company not having a connection with the DOD doesn't make them any less interesting. It doesn't put other companies at a disadvantage.
TCMR: Is its solid phase extraction (SPE) technology a breakthrough?
GH: Ucore blazed the trail somewhat with its interaction with IntelliMet LLC and its president, Dr. Richard Hammen, who is an accomplished scientist and the inventor of the SPE process technology as applied to REEs and other minerals. I was there in Niagara Falls in October of this year when Dr. Hammen presented the initial work on the Bokan Mountain materials at the COM (Conference of Metallurgists) 2012 meeting. I've had some discussion with folks involved in the project. There is something there. The question will be, as with any new process—can it be scaled? What are its limitations? What are the economics? What might it be best used for versus other technologies? It's the early days, but I'd say that it is definitely worth looking at. There's growing interest. There are other folks besides Ucore taking a look. It's something to watch for sure.
...
http://www.theaureport.com/pub/na/14744
...
TCMR: Let's look at some news from some of these projects on the list. Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) is working with the U.S. Department of Defense (DOD) on its Bokan Mountain project. The agreement has sent the share price up. A lot of people are taking Ucore more seriously. Is that agreement as material as others seem to think it is?
GH: It's a good sign. It is encouraging to see an acknowledgment from the DOD that it needs to engage with the defense supply chain more than it has to date. It also is doing an yttrium-related project with Great Western Minerals Group Ltd. (GWG:TSX.V; GWMGF:OTCQX) and a related magnet project with a U.S. magnet company called Thomas & Skinner.
It's a good thing; however, a company not having a connection with the DOD doesn't make them any less interesting. It doesn't put other companies at a disadvantage.
TCMR: Is its solid phase extraction (SPE) technology a breakthrough?
GH: Ucore blazed the trail somewhat with its interaction with IntelliMet LLC and its president, Dr. Richard Hammen, who is an accomplished scientist and the inventor of the SPE process technology as applied to REEs and other minerals. I was there in Niagara Falls in October of this year when Dr. Hammen presented the initial work on the Bokan Mountain materials at the COM (Conference of Metallurgists) 2012 meeting. I've had some discussion with folks involved in the project. There is something there. The question will be, as with any new process—can it be scaled? What are its limitations? What are the economics? What might it be best used for versus other technologies? It's the early days, but I'd say that it is definitely worth looking at. There's growing interest. There are other folks besides Ucore taking a look. It's something to watch for sure.
...
http://ucore.com/ByronKing_Nov162012.pdf
...
Ucore Rare Metals (UCU: TSX-V) -- U.S. player Ucore also got caught, recently, in the suction from the RE sell-down. The Ucore share price pulled back, but long- time ESI readers know what I'm about to say. Do NOT get scared off by general sector problems, especially with Ucore. Ucore is NOT Molycorp!
Ucore is a U.S. play on those same "heavy" RE elements as we have with Russian- focused Stans, above. Worldwide, there's plenty of market share for both Stans and Ucore, certainly selling the "heavy" RE products. Also, there's all manner of "great power" politics -- Russian and U.S. -- behind the respective national interests in developing proximate, secure (ie, non-Chinese) sources for critical "heavy" RE supplies.
Of all the Western RE plays, I believe that Ucore is the most advanced in terms of basic chemistry and extraction technology for the "heavy" RE products. Yes, there are other companies out there that have accomplished important things, made good deals, have good managers, intriguing business plans, etc. I take nothing away from anyone else's hard work. But Ucore is leading the pack -- so says I.
Also, I'm looking for a preliminary economic assessment (PEA) from Ucore... soon. How soon? I don't know, exactly. But soon. Not long from now. Really, something is out there, and I believe it'll be quite good. In fact, I think I can hear the whistle of the locomotive as it comes around the curve.
...
...
Ucore Rare Metals (UCU: TSX-V) -- U.S. player Ucore also got caught, recently, in the suction from the RE sell-down. The Ucore share price pulled back, but long- time ESI readers know what I'm about to say. Do NOT get scared off by general sector problems, especially with Ucore. Ucore is NOT Molycorp!
Ucore is a U.S. play on those same "heavy" RE elements as we have with Russian- focused Stans, above. Worldwide, there's plenty of market share for both Stans and Ucore, certainly selling the "heavy" RE products. Also, there's all manner of "great power" politics -- Russian and U.S. -- behind the respective national interests in developing proximate, secure (ie, non-Chinese) sources for critical "heavy" RE supplies.
Of all the Western RE plays, I believe that Ucore is the most advanced in terms of basic chemistry and extraction technology for the "heavy" RE products. Yes, there are other companies out there that have accomplished important things, made good deals, have good managers, intriguing business plans, etc. I take nothing away from anyone else's hard work. But Ucore is leading the pack -- so says I.
Also, I'm looking for a preliminary economic assessment (PEA) from Ucore... soon. How soon? I don't know, exactly. But soon. Not long from now. Really, something is out there, and I believe it'll be quite good. In fact, I think I can hear the whistle of the locomotive as it comes around the curve.
...
Antwort auf Beitrag Nr.: 43.836.158 von Langstrumpf2 am 17.11.12 20:27:17The main plans for the mine including the metallurgical studies will be included in the PEA due before the end of 2012.
Na hoffen wir mal, das das auch geschieht.
Na hoffen wir mal, das das auch geschieht.
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22.12.23 · wallstreetONLINE NewsUpdate · MP Materials Registered (A) |
22.12.23 · wallstreetONLINE Redaktion · MP Materials Registered (A) |
| Zeit | Titel |
|---|---|
| 22.12.23 |