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@nicolani: Die brauchen doch keine KE, wenn sie den Rüstungsauftrag haben.
Zitat von Langstrumpf2: Ucore Reports Dysprosium Separation Breakthrough

http://finance.yahoo.com/news/ucore-reports-dysprosium-separ…


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Dr. Hammen, the inventor of the successful process of separating and purifying REEs by SPE, presented the application of the technology to the separation and purification of REE in liquid solutions. He discussed the results utilizing SPE columns specifically developed to improve the speed and expected economy, compared to existing solvent extraction technology, of REE separation and purification. The innovative REE separation method produces chemical transfers of selective elements from a mixed concentrate solution to a solid phase within a few seconds. The SPE columns have the capacity to purify large tonnage of dissolved rare earth-bearing compounds in small flow-through extraction units. This technology is expected to allow for the separation of individual REEs from Bokan in an efficient and economic manner, prospectively reducing processing plant CAPEX and OPEX to a fraction of traditional procedures.
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http://ucore.com/DrHammen2012.pdf

COM 2012, Sept 30-October 3; Niagara Falls, Ontario
By Jack Lifton and Richard Hammen
"This announcement not only enhances our pending Preliminary Economic Assessment (PEA), but sets the stage for our post-PEA work towards mapping a complete mine-to-metal strategy for heavy REE's in the United States."

Börsenhandel wird wieder aufgenommen:

Resumption: 11:45 AM ET
Company: Ucore Rare Metals Inc.
TSX-Venture Symbol: UCU
Kanada handelt wieder!

Jetzt kommt hier richtig Volumen rein, bereits über 1,2 Mio Stücke an beiden Börsen gehandelt:

http://ucore.com/ByronKing_October3_2012.pdf
...
October 3, 2012
Fabulous News From Ucore
Dear ESI Reader:
This morning, at the request of management, Canadian authorities halted
trading in shares of Ucore Rare Metals (UCU: TSX­V).

Apparently, there's more "news" pending, and I suspect that it'll be good news.
Later in the morning, Ucore shares resumed trading, after the company formally announced that it has successfully separated dysprosium (Dy), neodymium (Nd) and erbium (Er) from the other rare earth elements (REE) found in a sample of ore from the company's Bokan Mountain deposit in Alaska.

This is FABULOUS news! It's a great day for Ucore! It's a great day for Ucore shareholders! It's a great day for America (and Canada!), because this is a technology TRIUMPH!!!

Yesterday, I discussed how Ucore has just received a major contract from the U.S. Defense Logistics Agency (DLA). I also told you that this week, Ucore is sponsoring a technical presentation by Dr. Richard Hammen on its novel "spider web" technology. The spider web talk is at a major international scientific conference in Canada.

As I discussed yesterday, the DLA contract is the real McCoy. You don't get new government contracts in a time of major economic contraction at the Pentagon unless you've got something real up your sleeve.
Now Ucore has revealed its cards ­­ TODAY ­­ at the conference in Canada. Ucore announced metal separation, via its pioneering spider web process. This is serious technology!

Honestly, we haven't seen a metallurgical breakthrough like this in a long, long, long time. I'm tempted to make a comparison to the breakthrough days of the Manhattan Project.

I've been saying great things about Ucore.

Yesterday, Ucore shares soared nearly 35% yesterday, in extremely heavy trading.
The pros, funds, and institutions piled in later in the day and bought with both hands. Indeed, there was a nearly 10% spike in the final half hour ­­ extremely unusual in a market where people often sell off and take profits at the end of the day.
If you bought into Ucore yesterday, or in the past months, pat yourself on the back. I believe there are great things coming down the track. You're in early.

Now that we know what Dr. Hammen and his team have accomplished, with their spider web tech, it's time for the market to absorb it.

If you already own Ucore shares, I suspect you're nicely positioned for strong gains going forward.

I'll update things as I learn more.

If you're doing well with Ucore Rare Metals or any of the other investment ideas in ESI, now's the perfect time to renew your commitment to ESI (at a limited­ time, massive discount). I've asked the powers that be in Baltimore to give you the BEST offer possible.

That's all for now. Thanks for reading ESI. Best wishes...
Byron W. King
...
http://www.discoveryinvesting.com/uploads/MNs__Thursday_Octo…
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To be clear, there are a number of companies that “have what the market needs” and we give various weightings to the Ten Factors, but today we choose to focus on one company we have written on in the past and are shareholders of: Ucore Rare Metals (UCU:TSXV).
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http://www.energy.senate.gov/public/index.cfm/republican-new…
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October 4, 2012

Sen. Murkowski Congratulates Ucore Rare Metals on Defense Department Agreement

WASHINGTON, D.C. – U.S. Sen. Lisa Murkowski, R-Alaska, today congratulated Ucore Rare Metals Inc. on reaching an agreement with the U.S. Defense Department allowing the company to continue its work on understanding the vast potential for production of heavy rare earth elements in Alaska.
“This announcement is great news for Alaska and for the United States, where our need for a secure and domestic supply of rare earth elements is an urgent challenge,” Murkowski said. “These and other critical minerals are essential in the manufacturing of everything from modern defense equipment to clean energy technologies.”

Sens. Murkowski wrote to U.S. Defense Secretary Leon Panetta on March 1, encouraging the Defense Department to support Ucore’s work.

“I am proud of Alaska for continuing to provide the energy, minerals, and other materials needed to create jobs and restore economic growth to the country. And I am pleased to see the Defense Department playing such a constructive role in pursuing these opportunities,” Murkowski said.

Murkowski also continues to work to support and remove any unnecessary bureaucratic obstacles to progress at the Bokan Mountain site, and similar prospects elsewhere in Southeast Alaska and across the country.
...
http://db.tt/feI7U3wI
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(Juneau, AK) – The Minerals Industry Research Laboratory (MIRL) at the University of Alaska Fairbanks will conduct primary research on techniques for processing rare earth minerals under contract to the Alaska Department of Commerce, Community, and Economic Development (DCCED). Dr. Rajive Ganguli, director of the MIRL, will serve as principal investigator.
The objective of the research is to identify the best sequencing of processing methods, such as froth flotation and direct leaching, to reduce processing costs, increase recovery rates, and other possible discoveries. The handling of waste rock will also be examined.
Governor Sean Parnell has said critical and strategic minerals are a priority development opportunity for the state. Rare earth minerals are classified as critical and strategic minerals because of the projected demand, level of domestic production, and current reliance on imports. The U.S. Geological Service classifies indium, manganese, the platinum group metals, niobium, and rare earth minerals as critical and strategic minerals.
In addition to DCCED, the Alaska Departments of Natural Resources and Transportation have been tasked with identifying the resources, infrastructure, and business development opportunities needed to bring the state’s rare earth resources to market.
“With known rare earth prospects in southeast and Interior Alaska, and ongoing exploration, this research project will help the State of Alaska to better assess rare earth mining activity, water mobility, and other questions that will arise when considering permit applications,” said Ed Fogels, deputy commissioner with the Department of Natural Resources (DNR). DNR is currently engaged in a multi-year assessment to better understand the locations, distribution, and quantities of high potential rare earth deposits.
“The research that Dr. Ganguli and his colleagues are undertaking will inform the state’s efforts as we continue to look at rare earth development opportunities,” said DCCED commissioner Susan Bell. “Alaska is well positioned to be a stable source of rare earth minerals. This research is another building block toward understanding and realizing that potential.”
According to Bell, research activities will begin this fall and continue through the upcoming academic year. Additional analysis and review will continue through project completion sometime in late 2013.
...
Rare Earth Elements in National Defense:
Background, Oversight Issues, and Options
for Congress


Valerie Bailey Grasso
Specialist in Defense Acquisition
September 5, 2012

http://www.fas.org/sgp/crs/natsec/R41744.pdf
Antwort auf Beitrag Nr.: 43.691.586 von Videomart am 08.10.12 23:05:00Die Frage die sich bei so einem Chart stellt ist:
Gewinne mitnehmen, die Welle reiten und die Konso ausnutzen, oder drinbleiben und sich dann ärgern, mal wieder zuzulassen, dass aus grün rot geworden ist...? :rolleyes:
Antwort auf Beitrag Nr.: 43.691.624 von Dirkix am 08.10.12 23:23:28Gute Frage!!

Was bei Explorern "normalerweise" ohne weitere News passiert, kennt man ja hinreichend, eine positive Entwicklung hängt dann höchstens noch
vom allgemeinen Marktverlauf ab.

Erstaunlicherweise ist Stans Energy zügig wieder abgesackt, Ucore jedoch nicht! Keine Ahnung, was der Grund dafür ist... :rolleyes:
Zitat von Videomart: Gute Frage!!

Was bei Explorern "normalerweise" ohne weitere News passiert, kennt man ja hinreichend, eine positive Entwicklung hängt dann höchstens noch
vom allgemeinen Marktverlauf ab.

Erstaunlicherweise ist Stans Energy zügig wieder abgesackt, Ucore jedoch nicht! Keine Ahnung, was der Grund dafür ist... :rolleyes:


Na ja, Bokan ist halt in den USA und nicht in einem ehemaligen Ostblock Staat. Nur ein Ansatz einer Erklärung.
Das ist die einfachste Erklrung, aber wohl völlig richtig!

Es stellt sich nur die Frage, warum Stans trotz des "Länderrisikos"
überhaupt erst so exorbitant steigt...:rolleyes:

Ucore heute erneut äusserst stabil:
Zitat von nicolani: eine echte perle!! läuft auch ohne news!!


Tja.
Turnaround Rally In Heavy Rare Earths As U.S. Develops Independent Supply Chain

http://goldstocktrades.com/blog/2012/10/12/turnaround-rally-…
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The mixed action in the rare earth sector may be highlighting one company which has been outperforming and making significant progress. Suffice it to say that we hope to publish this update on the rare earths that will suggest to our subscribers the positive direction in which the sector is heading, especially as we witness the U.S. Department of Defense take a step in reestablishing American rare earth independence.

I wish good luck to those who were boasting their short trades in the rare earths and paper profits. This may rapidly be coming to an end as the heavy rare earth sector is about to reverse higher as Western Nations take a stand and develop their own supply of these critical materials crucial for our latest military technologies such as drones, stealth helicopters and guided smart missiles.

We expect a significant rally in this sector which being thinly traded might place the short sellers in peril as they attempt to exit their positions. Sufficient volume may not be there to give the naysayers enough exit room through which to leave the theater once the word fire is realized. We are witnessing global currency wars, trade wars and territorial disputes in the South China Seas. Tensions between China and Japan have increased over many issues but are extremely focussed on expanding their natural resources for which they are desperately looking around the world.

Gold Stock Trades expects a turnaround rally in this wildly oversold resource area, which is still relatively unknown by the public crowd. There are developments that may be reversing the 18 month basing process and indeed trap the disbelievers. Included in these possibilities is the bearish sentiment that the less advanced rare earth companies have inadequate cash reserves needed to proceed with development. This interpretation may have been advocated actively by the larger cap Molycorp(MCP) and Lynas (LYSCF) who is deficient in the heavy rare earths. This thesis did not take into consideration the distinction between heavy and light rare earths in coming to their conclusion.
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The DOD’s Bold Move Will Reward Rare Earths Investors (REMX, MCP, REE, QRM, IAG, RIO, BHP)

http://etfdailynews.com/2012/10/16/the-dods-bold-move-will-r…
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The Critical Metals Report: Jeb, the U.S. Department of Defense (DOD) recently took the unusual step of contracting with Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) to conduct a mineralogical and metallurgical study on the company’s Bokan Mountain heavy rare earth element (HREE) property in Southern Alaska. Tell our readers why that matters.

Jeb Handwerger: It matters because the DOD is now a huge potential partner for Ucore. After researching and studying all domestic rare earth element (REE) assets, it identified the company’s Bokan Mountain project as the key HREE resource. It put a stamp of approval and credibility on Ucore as the primary resource for its domestic supply chain.
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http://proedgewire.com/rare-earth-intel/china-to-stockpile-h…
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Jack Lifton on October 18, 2012 at 5:13 AM said:

Hongpo,

Have rare earth price drops within China been sustained over a long enough period of time to have directly affected the recent earnings of the company’s you name? If so then those companies either have a very large profit margin or make their money from other things. How else to explain that they are still in profit at all even after such large drops in selling prices. I was told that Ziangxi stated that “after the reorganization of the REE industry in their sector is completed” their, Ziangxi’s cost of processing per kilogram will be around 25. If this is true then Ziangxi has a very long way to go before it can lose money on REE prices. In fact even if their cost is USD$25/kg rather than 25 reniminbi/kg they would still make money on neodymium and on the heavier rare earths.

No matter which currency the 25 stated above turns out to be the costs of producing rare earths in China will be less than producing them outside of China. I have a difficult time understanding why American investors simply accept bald statements from REE juniors about low cost production when we are given no data to back them up. I think if we had a normalized set of costs of goods sold and we knew exactly which of the underlying costs were distributed we would then we could rank the REE producers and juniors honestly and brutally as to their probability of success in the real world where the lowest cost, lowest priced producer of a commodity is the survivor. The Chinese domestic market is currently undergoing such a “shakeout” and contrary to some of the commentary this will result in lower cost more competitive producers.

I suspect that after the Chinese shakeout now underway that Chinese politicians will lift the protective veil of quotas and allow the large profitable survivors to export just enough to keep them profitable in the case of the light rare earths. I also suspect that Chinese demand and the limitations of its domestic supply will require the production of heavy rare earths outside of China. The winners will be the lowest cost, lowest selling price, producers of the products that the markets demand. There is room in the non Chinese market for one major LREE supplier to the Japan, one to the USA, and one to Europe. The is concomitantly room for several HREE suppliers to China, and to each of the minor markets (relative to China) just named.

I don’t know if Molycorp will survive it’s increasingly complex and changing business model, and I don’t know if Lynas will overcome the political problem I has in Malaysia. I think it is foolish for investors to overlook Rare Element Resources and even Frontier as LREE players. Each Has an advantage of lower break even than the other large potential LREE suppliers. For HREEs I am betting on Ucore in the USA, Tasman in Europe, and I am watching Tantalus, in Madagascar, and the two Australians, Hastings and Northern Minerals. But even when I add to this group those producing HREEs as byproducts, such as Alkane, Orbite Aluminae, and AMR (private) I do not get enough production of the HREEs to allow even a doubling of the world’s production by 2020.

I must therefore predict a decoupling of LREE and HREE prices.

Investors need to do the math.
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http://www.dodsbir.net/sitis/display_topic.asp?Bookmark=4282…

http://www.dodsbir.net/sitis/display_topic.asp?Bookmark=4282…

http://www.dodsbir.net/sitis/display_topic.asp?Bookmark=4282…

OSD STTR 12.B Topic Descriptions


OSD12-T01 TITLE: Advanced Separation Technologies for Extraction of Rare Earth Elements (REE)

TECHNOLOGY AREAS: Materials/Processes

OBJECTIVE: The objective of this research is to conduct fundamental surface chemistry measurements and demonstrate the use of these data to laboratory and small scale froth flotation systems so that more effective recovery can be achieved than with existing methods.

DESCRIPTION: A critical step in the extraction of elements from ore, especially rare earth elements that are found in complex minerals, is separation. Froth flotation is a highly versatile method for physically separating particles based on differences in the ability of air bubbles to selectively adhere to specific mineral surfaces in a mineral/water slurry. The particles with attached air bubbles are then carried to the surface and removed, while the particles that remain are completely wetted stay in the liquid phase. Froth flotation is an attractive approach, but its effectiveness is limited for the rare earth minerals as they occur as phosphates, carbonates, fluorides, silicates and oxides with gangue minerals, which often share physical properties. By providing another tool for separation, increased understanding of localized surface chemistries in complex rare earth minerals could enable affordable processes that improve grades, recoveries, capital costs and operating costs for separation of rare earth elements from their ores. The techniques used to characterize surface chemistry in flotation relate to methods to make selective minerals hydrophobic by adjusting the surface charge so that ionic collectors may be adsorbed. In the case of non-sulfide minerals this is complicated by the fact that the waste materials are also non-sulfide, so very small differences in surface chemistry properties are observed. Finding chemical methods to selectively adsorb collectors onto the desired minerals requires additional fundamental understanding of the surface ions (potential determining ions) and charges (electrochemical potentials) encountered. The work, coupled with the development of a fundamental understanding can lead to greatly improved processes for concentration by froth flotation.

PHASE I: In the phase I effort, the investigators need to explore the fundamental surface chemistry measurements (zeta potential, contact angle, micro-flotation tests) on pure rare earth mineral samples to evaluate various alternatives chemistries for selective froth flotation. Pure mineral samples need to be acquired, crushed, ground, screened, and analyzed using chemical and X-ray diffraction techniques. The surface chemistry measurements will be made as a function of collector type, pH, feed rate, particle size, mineral composition (phosphate, carbonate, fluoride, oxide, silicate), surface modification chemicals, etc. Attention will also be paid to the principal gangue minerals that occur in these ore bodies. Models are to be developed to describe and understand the surface chemistry and relate this to separation efficiency. Process environmental impact will also be a factor of evaluation.

PHASE II: In the phase II effort, the investigators shall evaluate and validate the process models, modify the process models and analyze and characterize the efficiency and the environmental impact of the separation methodology using real crushed ores using standard large scale laboratory flotation equipment. Modification of the models, as necessary, based on the test results, will be conducted and retested to determine the range of their applicability. This will demonstrate the effect of this increased understanding on the grades and recoveries obtained by determining (1) the Ratio of Concentration and (2) the Percent REE Recovered. This then could be compared to conventional methods in order to demonstrate increased value and/or reduced operating costs as a function of ore type and original concentration. Separation variability as a function of REE ore composition should be assessed. If viable, scalability will be evaluated and preliminary drawings of pilot plant floth floatation system will be planned.

PHASE III: Working with industry, a pilot plant sized floth floatation system is constructed and various crushed commercial ores will feed to determine separation efficiency based on (1) the Ratio of Concentration and (2) the Percent REE Recovered.

PRIVATE SECTOR COMMERCIAL POTENTIAL/DUAL-USE APPLICATIONS: The modeling of surface chemistries for froth floatation will lead to greater separation efficiencies and benefit the domestic mineral extractive companies specializing in rare earth recovery and production. More secure, domestic REE sources would be of great strategic importance to the Department of Defense for many applications where REE are utilized.

REFERENCES:
1. Q. Min, Y.Y. Duan, X.F. Peng, A.S. Mujumdar, C. Hsu, “Froth Flotation of Mineral Particles: Mechanism”, Drying Technology, v. 26 (8), 985-995 (2008).

2. S. Farrokhpay, “The Significance of Froth Stability in Mineral Flotation – A Review”, Advances in Colloid and Interface Science, v. 166 (1-2) 1-7 (2011).

3. N. Barbian, E. Ventura-Medina, J.J. Cilliers, “Dynamic Froth Stability in Froth Flotation”, v. 16(11), 1111-1116 (2003).

KEYWORDS: froth floatation, surface chemistry, rare earth separation, ore separation, recovery, hydrophilic, hydrophobic, wetting, air bubbles



OSD12-T02 TITLE: Novel Primary Processing of Scarce Element Ores

TECHNOLOGY AREAS: Materials/Processes

OBJECTIVE: The objective of this project is to develop and demonstrate at a relevant laboratory scale a novel, efficient, and environmentally friendly approach to the extraction, concentration, and separation of rare-earth elements from common ore stocks. This project supports the goals of the Materials Genome Initiative (MGI) in the area of Integrated Computational Materials Engineering (ICME).

DESCRIPTION: The rare-earth elements find uses in hundreds of high tech applications, including cellular telephones, laptop computers, iPods, critical military applications, and green technologies. These reactive metals have a natural abundance that is similar to that of copper. Their high costs and relative scarcity are due to the high cost of their separation, concentration, and extraction from the ores. Current methods involve the leaching of the rare-earth elements from the ore, solvent ion-exchange reactions to concentrate the elements, followed by roasting. From this concentrated state, reduction using an adaptation of the Kroll process, that is the formation of halide gasses from the oxides followed by reduction using an alkali metal, is typical.

The environmental issues behind the mining of rare-earth elements are also a concern. Using concentrated sulfuric acid leaching with high temperature calcination techniques, producing one ton of calcined rare earth ore generates: up to 12,000 m3 of waste gas containing ore dust concentrate, hydrofluoric acid, sulfur dioxide, and sulfuric acid; along with approximately 75 m3 of acidic wastewater; plus up to one ton of radioactive wet waste residue. Many ores contain Thorium, a radioactive element; so that the ore dust effluents, and residuals, are radioactive and contain many toxic heavy metals. Without special treatments, these waste products pose the threat of contaminating local water supplies and producing far-field environmental damage. The disposal of tailings, the components of the ore left behind after rare-earth extraction, also contributes to the problem. Most operations simply place tailings in large land impoundments for storage. These also present long-term environmental challenges without special treatment.

A novel means of separation and fractionation of the multiple species in the ores, and concentrating these elements into separate streams using less-aggressive techniques environmentally, could enable the increased availability of these elements for engineering applications. Over the past decade, a number of liquid-liquid ion extraction processes for rare-earth elements have become available. These, however, involve the use of toxic organic compounds that require sophisticated handling technologies to work safely in an industrial scale extraction process. Novel chemistries for the extraction, concentration, and separation of these elements that a processing plant can implement in an environmentally benign manner would improve the availability, decrease the costs of extraction, and decrease the environmental impact of the extraction operations. The objective of this project is to develop and demonstrate a more environmentally benign technique for the extraction, concentration, and separation of rare-earth elements from ores.

PHASE I: The successful phase I project will develop and define concept chemistries, along with basic engineering evaluations of the relative suitabilities of the approaches and outlines of the likely relative environmental impacts.

PHASE II: The successful phase II project will down-select a concept extraction system from the phase I effort and perform detailed chemical engineering design on the proposed process. The investigators will show through combinations of modeling, simulation, and relevant experiments that the final design is suitable for insertion into a mining/extraction process.

PHASE III: Mining operations require the concentration, and separation of the relevant elements from the ores prior to subsequent purification and processing to final form. An efficient controllable process which is either environmentally benign, or can be easily controlled for minimal environmental impact, will decrease dramatically the overall costs associated with the extraction and enable mining and ore processing for deposits which are not currently profitable for exploitation.

PRIVATE SECTOR COMMERCIAL POTENTIAL/DUAL-USE APPLICATIONS: The materials system developed in this project can play an important role in reducing the overall environmental impact and total cost of producing rare-earth compounds from ore systems. This we anticipate will increase the availability of these scarce materials, and reduce the overall costs for obtaining them. This will make significant changes in the ways that we can use these scarce materials in new designs.

REFERENCES:
1. C.K.Gupta, and N.Krishnamurthy, Extractive Metallurgy of Rare Earths, CRC Press, 2005.

2. House of Commons, Science and Technology Committee, Strategically important metals: Fifth Report of Session 2010–12, The Stationery Office Limited, London, UK, 2011.

3. “New opportunities for metals extraction and waste treatment by electrochemical processing in molten salts”,Donald R. Sadoway, Journal of Materials Research 10 (1995) 487-492.

4. “Emerging molten salt technologies for metals production”, Derek J. Fray, Journal of the Minerals, Metals and Materials Society 53 (2001) 27-31.

5. “The direct electrorefining of copper matte”, Douglas J. McKay, Journal of the Minerals, Metals and Materials Society 45 (1993) 44-48.

KEYWORDS: MGI; ICME; rare-earths; extractive metallurgy; electrolysis; environmental impact.



OSD12-T03 TITLE: Novel Electrolytic Extraction Processes for Scarce Elements

TECHNOLOGY AREAS: Materials/Processes

OBJECTIVE: The objective of this project is to design an electrode/electrolyte system for the electrolytic reduction of rare-earth and scarce metals directly from refined feedstocks. This project also supports the goals of the Materials Genome Initiative (MGI) in the area of Integrated Computational Materials Engineering (ICME).

DESCRIPTION: The rare-earth elements find uses in hundreds of high tech applications, including cellular telephones, laptop computers, iPods, critical military applications, and green technologies. These reactive metals have a natural abundance that is similar to that of copper. Their high costs and relative scarcity are due to the high cost of their separation, concentration, and extraction from the ores. Current methods involve the leaching of the rare-earth elements from the ore, solvent ion-exchange reactions to concentrate the elements, followed by roasting. From this concentrated state, reduction using an adaptation of the Kroll process, that is the formation of halide gasses from the oxides followed by reduction using an alkali metal, is typical.

The environmental issues behind the mining of rare-earth elements are also a concern. For typical extraction processing technologies, every ton of rare-earth metal produced results in as much as 9 kg of fluorine and 15 kg of possibly radioactive dust residues.

The electrolytic extraction of metals from the native ore chemistries is entering production for a number of systems. The process offers the advantage of scientific simplicity, though a number of technological issues loom important in using the process in production. Among these are the stability of the electrodes, the chemistry of the electrolyte, and the delivery of electrical power. To minimize costs and maximize utility, the use of a non-consumable anode is extremely important. Such an electrode must be capable of maintaining integrity at high temperatures in molten oxides and/or sulfides, and resistant to attack by high-activity oxygen in these conditions. Many prospective commercial operations use carbon as an anode, but it is consumed in the process to form gaseous CO2. This adds to the costs, and the environmental impact of the process. The objective of this project is to design and develop an anode material, with the associated electrolyte system, for electrolytic reduction of reactive rare-earth elements that has both the high temperature structural and chemical stability.

PHASE I: The successful phase I project will identify the conditions necessary for a successful electrode/electrolyte system. The investigators will then identify a group of electrode and electrolyte system chemistries, and show through thermokinetic models and simulations that the selected systems have a high likelihood of performing acceptably in the design.

PHASE II: The successful phase II project will perform validations of the preliminary electrode/electrolyte designs, and down-select a design for detail design work. The detail design work will require the development of thermokinetic data to predict system behavior in service, and the validation of the data and models prior to final design.

PHASE III: Mining operations, and materials recyclers, will implement this new technology system to reduce the costs and environmental impact of any new processing operations they might introduce.

PRIVATE SECTOR COMMERCIAL POTENTIAL/DUAL-USE APPLICATIONS: The materials system developed in this project can play an important role in reducing the overall environmental impact and total cost of producing metal from ore systems. This we anticipate will increase the availability of these scarce materials, and reduce the overall costs for obtaining them. This will make significant changes in the ways that we can use these scarce materials in new designs.

Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
http://rareearthinvestingnews.com/8270-ucore-rare-metals-ucu…
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Ucore Rare Metals Attracting Interest from DOD
Monday October 22, 2012, 4:30am PDT
By Vivien Diniz - Exclusive to Rare Earth Investing News
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With most rare earth attention focused on Lynas Corporation’s (ASX:LYC) ongoing court battle, many investors are now shifting their attention to explorers and producers that offer less public and political opposition and more upside potential.

Rare Earth Investing News sat down with Jim McKenzie, president and CEO of Ucore Rare Metals (TSXV:UCU), a development-phase mining company focused on establishing rare metal resources with near-term production potential.

The company gained increased attention recently when it announced that the US Department of Defense (DOD) signed a contract to conduct a mineralogical and metallurgical study on its Bokan Mountain heavy rare earth element (HREE) property in Southeast Alaska.
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http://www.theaureport.com/pub/na/14623
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TCMR: Who is the other Nova Scotia company you wanted to mention?

MN: Ucore Rare Metals Inc. (UCU:TSX.V; UURAF:OTCQX) has a HREE project in southeast Alaska. The Bokan Mountain project is located near Ketchikan, Alaska. The company is rapidly advancing the project and has recently completed several "firsts," which investors may not have taken into account. It recently announced successful separation of HREEs including dysprosium, neodymium and erbium, producing a purified salable product. In addition, this process nearly removes all of the undesirable elements including iron, uranium and thorium, which may be returned to the mine in paste backfill together with all of the mine tailings. This means Ucore's Bokan operation will have minimal daylight expression at surface and a very small environmental footprint.

TCMR: The paste backfill must have pretty good appeal for government regulators.

MN: That is certainly correct, but Ucore has impressed several layers of government in Alaska, and the U.S. The U.S. Department of Defense has recognized the importance of the project in securing a sustainable North American resource of HREEs. It has also received support from its congressional representative to advance road access and other infrastructure developments in national lands. The state of Alaska also sees the potential for drawing value-added businesses to Alaska, like permanent magnet manufacturers. Support includes ongoing financial support for metallurgical study at the University of Alaska Fairbanks, and support for developing cheaper hydropower alternatives near the mine. The company is currently reviewing the latest solid-phase extraction that removes deleterious elements, purifying the concentrate on a molecular level.

TCMR: How does Ucore's resource at Bokan Mountain stand up?

MN: Bokan Mountain has an Inferred resource of about 5.3 Mt of 0.65% TREO, of which 40% is enriched by HREEs. This is a modest initial resource estimate. The project is open to expansion, and it has excellent potential for value enhancement with the new solid-phase extraction process. The positive results of the study have led the company to delay completion of the PEA, but it has good potential for accelerating in improving the confidence in the bankable feasibility study. Upon completion of the PEA, Ucore will also be able to actively pursue off-take partners. From our vantage point, we see its partnership with the Department of Defense as providing substantial long-term support, mitigating political risk.

TCMR: When will interest increase in REE companies like Namibia Rare Earths and Ucore?

MN: I think the market is always looking for a bottom and is ready to start accumulating companies that look like winners. Ucore's recent price movement supports this idea. The market is looking for companies with the ability to jump the metallurgical hurdle. This is why Namibia Rare Earths, while less advanced than Ucore, still presents a deep-value exploration opportunity.

TCMR:Thank you, Mike.

MN: My pleasure.
...
http://www.petroleumnews.com/pntruncate/138624872.shtml
...
Mining News: Pentagon gets footing at Bokan Mountain

Department of Defense inks deal with Ucore for heavy REE deposit in SE Alaska, state-of-the-art method for extracting rare earths
...
Zitat von Videomart: HRE-Preise fallen weiter...:rolleyes:

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


Sieht heute schon wieder anders aus. Innerchinesischen Preise steigen wieder etwas an. LaOxid FOB sinkt dagegen weiter.
http://www.stockopedia.co.uk/content/social-media-lifting-th…

...
They're doing it over there...
Two examples of small caps using social media effectively are Australia-based explorer Iron Road (ASX:IRD), which is using it to highlight its A$2.5 billion iron ore project in Southern Australia and to engage with investors. It is also now using social media to raise its profile in China, a key market for iron ore, via a local social media platform called Sina Weibo. Iron Road is looking to social media to support its fund raising efforts to advance its project. The other example is Canada-based rare earths explorer Ucore Rare Metals (CVE:UCU), which has developed a very large following on Twitter, bigger even than mining giant Anglo American (LON:AAL). It also uses it's website as a very effective multimedia platform and education centre for investors. As a result it enjoys a much higher profile than most of the other junior rare earths explorers many of which struggle to gain investor recognition.
...
Reuters:
Kazakh nuclear firm and Japan's Sumitomo launch rare earth plant
Fri Nov 2, 2012 4:47pm IST

* Joint venture to produce 1,500 tonnes a year

* Focus on heavy rare earths, Japanese market

* Aims to reduce dependence on China

http://in.reuters.com/article/2012/11/02/rareearths-kazakhst…
Nov 2, 2012 - 03:20 AM AKST
2012 Alaska Miners Association Convention
“The Business of Mining” Sheraton Hotel, Anchorage, Nov. 5-11.


Session 2

Wednesday afternoon, Nov. 7

3:00 Jim Barker, Ucore Rare Metals

Rare Earth, Tin, Tungsten Alluvial Exploration in the Ruby Batholith in Central Alaska


http://www.alaskajournal.com/Alaska-Journal-of-Commerce/Nove…
Antwort auf Beitrag Nr.: 43.782.033 von Videomart am 03.11.12 01:01:02Session 6

Friday afternoon, Nov. 9

2:00 Ken Collison, Ucore Rare Metals Inc.

"Bokan Mountain Project"


:)
Ich möchte das gerne mich euch teilen. Das Ganze ist noch 4 Tage und 10 Stunden verfügbar. Falls jemand in der Lage ist, das mitzuschneiden, dann wäre ich dankbar. Hier der Beitrag:

FYI - in addition to the scheduled replay via GoToWebinar later today, we are now offering an "on-demand" replay of the webinar for the next 6 days, directly at the following link:

http://www.techmetalsresearch.com/webinar/replay/

After clicking play you may need to give the player a few seconds to start, but it should get up and running and you'll be able to watch and listen.
Department of Energy Backing Rare Earth Recycling

Monday November 5, 2012, 4:30am PST
By Adam Currie - Exclusive to Rare Earth Investing News
http://resourceinvestingnews.com/45495-department-of-energy-…
http://washpost.bloomberg.com/Story?docId=1376-MCEK916S972E0…
...

The U.S. Department of Defense and Asia’s biggest carmaker are working with Canada’s Ucore Rare Metals Inc. and Matamec Explorations Inc., which are developing North American mines that would boost supplies of so-called heavy rare earths. Those are the less-abundant members of a group of 17 chemically similar elements critical to make a host of products from wind turbines to high-performance magnets for cars and weapons.
...
Gefällt mir.
http://www.welt.de/newsticker/bloomberg/article110776495/Toy…
...
Toyota und Pentagon vereint Kampf gegen Monopol bei Seltenerden

Konzerne und Institutionen aus den unterschiedlichsten Branchen, vom US- Verteidigungsministerium bis zum asiatischen Autohersteller Toyota Motor Corp., eint die Sorge um eine marktbeherrschende Stellung Chinas bei den so genannten Seltenen Erden. Zukunftstechniken von unbemannten Militärdrohnen über Windkraftanlagen bis hin zu Elektroautos sind ohne diese Metalle kaum denkbar.

Das Pentagon und Toyota arbeiten zusammen mit Unternehmen wie Ucore Rare Metals Inc. aus Kanada und Matamec Explorations Inc., die beide Minen für Seltene Erden in Nordamerika entwickeln wollen. Ziel ist es, die monopolartige Stellung von China auf dem Weltmarkt für diese Stoffe zu beenden. Gefördert werden sollen die ökonomisch wichtigsten Metalle aus einer Gruppe von insgesamt 17 chemischen Elementen.

China hatte bereits im Jahre 2010 den Export von Seltenen Erden beschränkt, und zwar vor allem, um die Vorräte für die heimische Industrie zu sichern. So liefert China bis heute 95 Prozent des Weltbedarfs an Seltenen Erden und hat damit seit 1990 den Marktanteil verdreifacht. Diese mächtige Stellung gilt als Bedrohung für die Versorgung des Weltmarktes - gerade in Zeiten, bei denen die Energieeffizienz von Geräten ebenso wie die Nutzung erneuerbarer Energien einen wachsenden Stellenwert besitzt.

"Niemand wird doch eine Entscheidung für den Aufbau einer Produktion fällen, wenn die Rohstoffversorgung nicht gesichert ist”, verdeutlicht Jack Lifton vom Institute for the Analysis of Global Security den Zusammenhang, "gäbe es etwa eine verlässliche Quelle bestimmter Seltener Erden in Nordamerika, so würde sich General Electric womöglich zur Produktion von Magneten in den USA durchringen”. Sein Institut untersucht das Verhältnis von Energiesicherheit und Sicherheitspolitik.

Die Förderung der begehrten Metalle gilt als schwierig. Von den weltweit insgesamt rund 400 geplanten Minen für Seltene Erden, die von Technology Metals Research LLC genannt werden, versprechen allenfalls fünf oder sechs ein ausreichendes Vorkommen für die wirtschaftlich erfolgreiche Ausbeutung und die Chance auf eine tatsächliche Produktion. Das sagt Gareth Hatch, der das Unternehmen in Carpentersville in Illinois mitgegründet hat. Es gehe derzeit darum, welche der Minen in Nordamerika als erste die Produktion aufnehmen kann, sagt CEO Andre Gauthier von Matamec im ostkanadischen Montreal.

Gerade in der frühen Phase der Produktion sind die Risiken bei Projekten wie jenen von Matamec und Ucore sehr hoch. Die Entwicklung der Minen kostet Millionen-Dollar-Beträge und insgesamt seien die Vorhaben "sehr komplex”, sagte Chris Berry vom Forschungsunternehmen House Mountain Partners LLC in New York. "Hauptproblem ist die Kenntnis der Metallurgie und die erfolgreiche Trennung der verschiedenen Elemente”, sagt er. Besonders begehrt sind die so genannten schweren Seltenen Erden wie Dysprosium und Terbium.

Überdies haben sich die Preise für die Elemente in den letzten beiden Jahren als sehr volatil erwiesen, was die Gewinnaussichten für Betreiber von Minen unsicherer macht. Das gilt auch für die Aktienkurse potenzieller Minenbetreiber. Beispiel Molycorp Inc: Das Unternehmen will Seltene Erden in Kalifornien fördern und der Kurs hatte sich in weniger als einem Jahr nach dem Börsengang verfünffacht. Derzeit wird die Aktie des Unternehmens aus Greenwood Village in Colorado allerdings unter dem Börseneinführungspreis gehandelt. Konkurrent Lynas Corp. aus Australien hatte sich bereits im Kurs verdreifacht und seitdem 65 Prozent an Marktwert verloren.

Die Toyota-Handelstochter Toyota Tsusho halt derzeit eine 49-Prozent-Beteiligung an Matamec und finanziert eine Machbarkeitsstudie am Kipawa-Projekt in Quebec. Analyst Edward Otto von Cormark Securities Inc. in Toronto rechnet zunächst mit einer Förderung von rund 2000 Tonnen und zu einem späteren Zeitpunkt mit noch höherer Produktion.

"Wir denken, es gibt weltweit zwei bis vier Stätten außerhalb Chinas mit einem hohen Vorkommen von schweren Seltenen Erden”, sagte CEO Gauthier zu Bloomberg News. Wer als erster fördere, kann sich die besten Konditionen mit seinen Abnehmern sichern.

China verbraucht rund zwei Drittel der weltweiten Produktion von Seltenen Erdenn, während die USA rund zehn Prozent konsumieren. Das geht aus Daten von Technology Metals Research hervor. Demnach wird der Bedarf für Dysprosium, Yttrium und Terbium das Angebot schon bald überschreiten. Laut Experte Lifton ist die Produktion mit etwa 1700 Tonnen pro Jahr on den letzten fünf Jahren konstant geblieben.

"Es wird niemals ausreichend schwere Seltene Erden geben und das Preisniveau bleibt hoch”, sagte Lifton, "und zwar bis auf Weiteres”.
..
Antwort auf Beitrag Nr.: 43.801.867 von Langstrumpf2 am 08.11.12 14:41:04"Wir denken, es gibt weltweit zwei bis vier Stätten außerhalb Chinas mit einem hohen Vorkommen von schweren Seltenen Erden”, sagte CEO Gauthier zu Bloomberg News. Wer als erster fördere, kann sich die besten Konditionen mit seinen Abnehmern sichern.

Wer sind diese vier??

Und... falls es nur zwei sind: Wer sind die zwei??? :confused:
http://seekingalpha.com/instablog/65370-jack-lifton/1255621-…
...
If I were trying today to construct a domestic American total supply chain for producing rare earth based end-user components I would forge the total supply chain from some or all of the following links:

A. Light and Heavy Rare Earth Process Leach Solutions:

Rare Element Resources (REE), and

Ucore Rare Metals (UURAF.PK)

B. Deradioactivation of, Separation of, and purification of the total spectrum of the rare earths (atomic numbers 57-71) and their commonly associated elements (Scandium and Yttrium)

Intellimet (Private)

C. An American Rare Earth Metals' Metals Maker:

Great Western Technologies, Inc. (A wholly owned American subsidiary of Canada's GWMGF.PK)

D.An American magnet alloy maker,

Again this would be Great Western Technologies, Inc. as above,

E. An American magnet maker (One or all of the many members of the USMMA, the United States Magnet Materials Association), and

A rare earth metals recycling company.

I would organize this as Technology Metals Recycling Corporation (private).
...
Antwort auf Beitrag Nr.: 43.810.028 von Langstrumpf2 am 10.11.12 15:26:38Ein paar interessante Kommentare:

Hackenzac:
"Hello Mr Lifton. Do you feel that GWTI is currently superfluous to Great Western's current vertical integration plan? Since they're going with Chinese separation in South Africa, they're not wholly non Chinese, so how might that affect them in the event of some sort of increasing trade war? Also, do you think that Ucore has some degree of ownership of SPE as it pertains to deradioactivation and separation of rare earths? Ucore is making "proprietary" claims to the technology at least as it pertains to Bokan. Your sole pick of Intellimet seems to indicate that you believe that solid phase extraction, SPE, is the superior and preferred separation technology which is owned by what is essentially a guy operating out of his garage. Do you think that they might go public or get bought out and by whom? Just how important are they and their technology?"

Lifton:
"You have asked a good and a multi-part question, but I don't think all of the parts are necessarily inter-related.

1. In my opinion the GWTI "operation" is indeed today superfluous to GW's vertical integration model. Note, however, that the Chinese separation technology supplier is only a minority capital partner and that, as I read the published documents the Chinese company is entitled to a percentage of the operation's "profits" not of any "metals."

2. It is my understanding that Ucore indeed has an exclusive license for using SPE technology from Intellimet, specifically developed for the purpose, to process its Bokan ore. I do not believe that Ucore has at this point any additional claims on the process as used to separate the REEs or to de-radioactivate the ore concentrates (other than from its company owned deposits in Alaska)

3. Intellimet is the property of a 68 year old PhD chemist and his immediate family and lifelong collaborators, which group includes two more PhDs in chemistry from Stanford. The 68 year-old, Dr Richard Hammen, introduced himself to me at a Hard Assets Conference in 2009 in San Francisco. I listened to his story and failed to really understand it fully, but I asked him to call Mark Smith at Molycorp and offer his services and/or technology. I had visited Mountain Pass in June of that year, and I saw then that they were working on bringing the original SX plant back on line after its half-decade shutdown. Molycorp was then private, and I had not heard of any plan to replace the original SX plant. In fact I then thought that Dr Hammen was talking about a form of Ion Exchange separation, which was used then, and is still used, to ultra-purify the heavy rare earths in particular. I didn't think that Molycorp knew much about IEx and I thought they might be interested.

I had forgotten the meeting when I got a call from an irate Mark Smith late in 2009 or early in 2010 berating me for "disparaging" Molycorp by telling Dr Hammen that i thought they could use his help in process engineering. It seemed to me that it was Mr Smith who was being foolish by ignoring Dr Hammen. I was not intimidated by a threat to sue me made by Smith on that call, and I told him that I would send him my jurisdictional information to help his lawyers. I never heard from him again-to this day.

However a year ago Dr Hammen called me and asked me to come to his lab-I have never been to his home or garage (if he has one)-in Missoula, Montana. I did, and I was delighted to see a table top demonstration of the separation of neodymium from praseodymium. I was delighted because it was a demonstration of a technology, Solid-Phase extraction, that I had never known to be applicable to REE separation or purification, and the process was hundreds of times faster than SX or IEx , very very inexpensive, and could be used with any amount of feed NO MATTER HOW SMALL.

It is no secret that Intellimet is working with Ucore, but I have a non-disclosure agreement with both parties, so I cannot comment on the work other than I have above.

I think that the Ucore PEA, which should be out shortly, will be of very great interest to the REE mining and refining community.

4. I think that anyone who hasn't already contracted to utilize or build an SX plant for separation of the REEs should wait for a few more months before doing so. I also think that those who have built or are building SX plants for light REEs separation, in particular, should wait before commissioning any further SX/IEx plants for heavy REE separation."

Hackenzac:
"Thank you for your excellent reply. My thoughts on Ucore's "proprietary technology" is that using SPE to separate thorium for example from Bokan ore applies nearly the same to all hard rock ree ores with the same problem and by extension perhaps, some of the other desirable separations using this process. The chemistry doesn't change, the process doesn't change and since Ucore contracted with Intellimet to specifically develop it, if anyone else wants to use it, it's proprietary to some extent, to Ucore. Does that make sense to you? I appreciate that you have confidentiality constraints but your insights are appreciated."
Antwort auf Beitrag Nr.: 43.811.066 von Langstrumpf2 am 11.11.12 10:33:57Nachtrag:

"Good point, and I don't actually know the answer to the question of Ucore's extent of ownership and coverage of the deradioactivation aspect of SPE, but I do know that developing the SPE deradioactivation process itself is a very significant achievement.However I must say that I disagree with your point that the process is universally applicable to all "hard rock ree ores." I suspect that a variation of the process used for Bokan will almost always be applicable, but the "variation" may be substantial. Note that any and all of the ores must be beneficiated and chemically cracked to produce a process leach solution, which is the feedstock into the SPE system(s). Ore cracking, which is known in the trade as "metallurgy" is far from an exact "science." In fact several well known large deposits have proved to be intractable to cracking economically.


I congratulate Ucore on its singular achievement, but I would much rather not have the problem of deradioactivation than have to devise a chemical processing/mining engineering solution to removing it for further processing to get at the desired elements. Ucore has done what everyone in mining thought would be impossibly expensive and for which no good technology has existed, or at least put into use for this purpose, up until now anyway.

Canadian securities' law requires that announcements of grade, tonnage, process, and process efficiency and cost be verified by independent qualified third parties, so Toronto's Bay Street talks about everything but the important stuff when its denizens are selling exploration company shares. I am in America , so I can tell you there is a very good probability that the REE separation/purification game is about to change dramatically. Get a large popcorn and wait for the main feature (for those of you old enough to understand that metaphor) "
Antwort auf Beitrag Nr.: 43.812.897 von Langstrumpf2 am 12.11.12 10:02:01Weiterer Nachtrag:

u4eahComments (15)

Hello Jack;
Re IntelliMet & Ucore seperation breakthrough; I'd still be interested to hear your comments;

- Per previous post; ...-"" It is my understanding; that the cracking of hard-rock Ree deposits is amongst the most complex & challenging; ...particularly given that no two given deposits, share identical mineralogy.

- The above sentence caught my attention; "" The work was performed by IntelliMet LLC of Montana, with composite solutions designed specifically to replicate the contents of the ore from Ucore's Bokan Mountain.""...( Care to translate this for us neophytes

Jack? ... and furthermore; why not use the "real McCoy" processed Bokan rock, as the experimental feedstock? ...)

- I appreciate your non-disclosure agreements; therefore based on your vast experience; could you comment generally, on how well laboratory scale breakthroughs, tend to scale up to the real world, full-size, production-plant volumes.

- I must admit here; my slight skepticism; based on prior so-called revolutionary lab-scale technical breakthrus in the petro-chemical industry; ...that failed to work as planned when scaled to full-size production!"" 13 Nov, 07:06



u4eah,

Translation: Until a metallurgy is run at full "scale," it is also just on-going laboratory scale work. In chemical engineering scale-up a pilot plant will be built after the successful laboratory work and it will then be the pilot plant that is scaled (or "ramped up" [if large enough])up to full production.

Note please the problems Molycorp seems to be having are in scale-up. The information is opaque but it seems to be safety design that is flawed; it may be even a process flaw, which is an economic setback (to say the least) when a chemical engineering project must be redesigned as to process flow.

Now, finally, as to using a "synthetic process leach solution," this is what one must almost always do first prior to the mine being permitted for full-scale "mining." In Ucore's case it was the desire to synchronize the separation work with the hydrometallurgical work that drove the use of "synthesized" PLS.

In Ucore's case its metallurgy, or most efficient low cost extraction of the desired elements from the ore, was done, as is standard procedure, by a specialized independent and qualified third-party contractor. This contractor determined what reagents and conditions to use to minimize costs and maximize efficiency.

In order to reduce costs and time required to complete the project Ucore retained Intellimet and kept it abreast of the metallurgical work.

Once the metallurgy was settled (not necessarily finished) Ucore had Intellimet "synthesize" a solution of the process leach solution that would result from the proposed metallurgy and begin its, Intellimet's, work on separation and purification.

Intellimet's first success was in designing a process to pre-treat the PLS at the metallurgical "hydromet" plant (nearby or on site at Bokan Mtn) to remove the nuisance elements, iron, uranium, and thorium from the PLS. This was a substantial move. Uranium and thorium MUST be removed from the PLS to a level below that allowed for radioactive content for commercial transport, but JUST AS IMPORTANTLY the presence of large quantities of IRON, which is common in rare earth deposits, directly impacts the cost of separation and purifying the PLS, because iron must be chemically removed before the PLS is run for rare earth separation and purification. Feeding solutions containing iron into solvent extraction or solid-phase extraction plants designed to separate the rare earths from each other can be a costly mistake.

In general laboratory scale-up in Chemical engineering is as much an art as a skill. Experience really counts. In my 30s I worked with a company that did contract scale up and pilot production of pharmaceuticals for major Pharma concerns in Europe, and I can tell you reproducing laboratory work in pharmaceuticals for scale up purposes makes rare earth separation seem quite basic BY COMPARISON. I note that Dr. Hammen of Intellimet first met solid phase extraction in his work as a young PhD in the American pharmaceutical industry. I note also that China's leading academic expert in solvent extraction separation for rare earths also learned his craft in the pharmaceutical industry and even today consults to the American pharmaceutical industry on the separations of (molecularly) almost identical sugars and proteins from each other.

Separation aside the best example of ignored scale-up roadblocks that I know is the glossing over by the lithium-ion battery industry of the near impossibility of scaling up ECONOMICALLY the various laboratory successes in energy density or recharge times that are daily reported as "breakthroughs."

One of the biggest problems in the American mining industry is the lack of general research and development in the separation and refining of the technology metals that are co-produced or produced as byproducts.

(Political incorrectness alert): Until Americans start promoting engineering and science AGAIN with the same vigor now used to promote gender and diversity studies we are riding a wagon with a broken axle, and the horse is getting tired. Our American values and the amount of capital we devote to them are seriously out of proportion to our most urgent needs. I am not preaching autarky (look it up), I am preaching autonomy.

Thanks for the opportunity to rant.

Jack
Antwort auf Beitrag Nr.: 43.829.040 von Videomart am 15.11.12 16:20:20Der gesamte REE Bereich bricht gerade in sich zusammen. Ist nichts ucore spezifisches. ALLE Werte sind massiv betroffen.
Zitat von Videomart: Kann mir mal jemand erklären, was hier los ist??? :confused:




http://www.stockhouse.com/bullboards/messagedetail.aspx?s=GW…

Die Grafik dürfte bekannt sein.
http://proedgewire.com/rare-earth-intel/ucore-a-frontrunner-…
...
Ucore: A Frontrunner in the Search for a long-term US based REE Resource
Posted on November 16, 2012 by Alessandro Bruno

The US Department of Defense (DOD) recently signed a contract with Ucore Rare Metals Inc (TSXV: UCU). The DOD is assessing competitive domestic suppliers of neodymium-iron-boron (or ‘neo’) magnets and equivalents from the raw supply to the finished product. The DOD’s concern is that the US national security is vulnerable to Chinese dominance in REE production. The DOD is keen on reliability of supply, which means that it wants to source from potential producers with decades of yield, high grade mineralization and relatively low cost. Given its security sensitive role, the DOD also wants a supplier that faces few risks of disruption, technical, regulatory or environmental. There is a sense that the Defense Dept. has become more concerned with REE supply issues and it has taken the first steps toward restoring a US domestic supply of neo magnets. Neo magnets are used to make missile guidance systems, fuses for explosives and satellite communication devices, all of which, evidently, are important to US national security. Ucore can match all these requirements. The Company can boast having the largest NI 43-101 compliant Heavy rare earth (HREE include dysprosium, terbium, and yttrium) mine in North America and it is one of the best prospects for becoming a steady supplier of HREE thereby addressing the DOD’s long term requirements from the Bokan project. The military demands that there not be any cracks in the supply chain of such critical metals for the development of current and future defense technology.

REE are used in stealth radar evading technology, in targeting mechanisms and temperature resistant magnets and materials used in jet engines and aerofoil components in manned aircraft and increasingly in unmanned drone aircraft, which are playing an ever more important role in special operations. Missiles use samarium-cobalt (Sm-Co) magnets as do the ion plasma propulsion engines of future spacecraft. Neodymium-iron-boron magnets are able to withstand extremely high temperatures and are used in special munitions. Cerium and other REE are used to produce phosphors in lighting, radars and night vision equipment; even the ’humble’ smart-phone can become an invaluable piece of defense equipment, facilitating communication.

The long term sustainability of the Bokan Mountain is suggested by the unique ‘Solid Phase Separation’ process used to purify the mined rare earth elements; a technique that the Company claims is able to remove 99% of impurities. Ucore calls the process Solid Phase Extraction, or SPE technology, said to be cheaper and cleaner than the typical ‘Solvent Exchange’ approach used in China. SPE is unique to Ucore. Moreover, the Bokan – Dotson ridge project is located in southern Alaska about 140 km. north of Prince Rupert, British Columbia, with direct access to the Pacific Ocean, an advantageous location for the completion of production facilities and reducing mine construction costs – due to reduced transportation infrastructure needs. The Bokan project’s economic strength comes from the claimed 40% (by weight) concentration of the highly in demand HREE’s as disclosed in Ucore’s NI43-101 compliant resource estimate, released in March of 2011, which should doubtless put the Bokan deposit among the top contenders enabling the United States to expand its REE industry. Indeed, last October, DOD signed hired Ucore to further develop their metallurgical work at Bokan.

The main plans for the mine including the metallurgical studies will be included in the PEA due before the end of 2012. Ucore is also developing an REE deposit at the upper Kilolitna River using alluvial mining techniques such as gravity separation. Ucore said that assays from REE concentrate which HREE made up for 15-25% TREO. If the quality of the resource isn’t appetizing enough, the alluvial nature of the deposit give Ucore an additional advantage. The ore is deposited in sand, rocks located along a river. There is no need to dig deep or to leave giant pits behind; there aren’t even any issues with native populations to resolve – an important issue in mining intensive states of the Southwestern US – and Alaska is one of the most mining friendly areas in the world.
....
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.
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.
...
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.
...
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 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&…
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.
...
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.
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 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
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&…
Typischer Fall von "sell on good news"

Das könnte es für die nächsten Monate gewesen sein, denn im Winter passiert in Alaska erfahrungsgemäss nicht viel.
Die Finanzkrise eingerechnet, liegen wir spätestens im Februar wieder bei 0,40 Can$...:rolleyes:

Zitat von Videomart: Das könnte es für die nächsten Monate gewesen sein, denn im Winter passiert in Alaska erfahrungsgemäss nicht viel.




Nun es ist zwar feucht, aber arbeiten kann man bei den Temeraturen durchaus.
Antwort auf Beitrag Nr.: 43.885.477 von Langstrumpf2 am 03.12.12 09:20:51Die Betonung lag jedoch in erster Linie auf "Finanzkrise"!

Und diese wird m.E. die Explorer bis zum Frühjahr im Schnitt 40-50% des Kurswertes kosten!
Leider muss man das so realistisch sehen...:rolleyes:
Antwort auf Beitrag Nr.: 43.886.482 von Videomart am 03.12.12 18:06:39Fragwürdige Geschäfte mit Seltenen Erden

17.02.2011, 09:50 Uhr

Seltene Erden sind alles andere als selten, trotzdem stürzen sich Anleger auf die Branchen-Zertifikate.
Analysten warnen: Der Boom ist bald vorbei.


http://www.handelsblatt.com/finanzen/zertifikate/nachrichten…
Taiwanese Experts Call for Rare Earth Recycling Focus

Monday December 3, 2012, 4:30am PST
By Adam Currie - Exclusive to Rare Earth Investing News

Rare earth recycling is once again making headlines, with experts in Taiwan stating that the country should be aiming to make the recycling of used electronic devices a major development goal moving forward.
...

http://rareearthinvestingnews.com/8602-taiwan-rare-earth-rec…
http://proedgewire.com/rare-earth-press/ucore-assessment-loo…
...
Ucore assessment looks good

Posted on December 4, 2012 by Asher Berube

December 4, 2012 (Source: Business Herald) — Ucore Rare Metals Inc.is moving closer to mining its rare earth property in Alaska.

The Bedford company is reporting strong results from a preliminary economic assessment of the Dotson Ridge zone of its Bokan Mountain property in southeast Alaska.

“The completion of this (assessment) is a key milestone in Ucore’s march to near-term (heavy rare earth element) production,” Jim McKenzie, the company’s president and chief executive officer, said in a recent news release.

Tetra Techof Vancouver determined in the assessment that the Dotson Ridge area of the Bokan property has a net present value of $577 million at a 10 per cent discount rate, with a 43 per cent internal rate of return.

Capital costs to mine the property, including the construction of a rare earth oxide separation plant, were pegged at $221 million.

The assessment estimated the mine would have an 11-year lifespan at a mining rate of 1,500 tonnes per day, with an average 81.6 per cent total rare earth recovery.

“In simple terms, the report says if we invest $221 million, we will return to our investors $95 million in profits every year for 11 years,” Mark MacDonald, Ucore’s vice-president of business development, said in an interview Monday.

“It’s a very compelling economic assessment.”
...
Ucore Receives Approval from the TSX Venture Exchange for Warrant Extension

December 4, 2012 – Halifax, Nova Scotia
http://ucore.com/ucore-receives-approval-from-the-tsx-ventur…
Bracing for the extinction of 500 juniors or an entire institution?

Sun Dec 2, 2012
Publisher: Kaiser Research Online
http://www.kaiserbottomfish.com/s/KaiserBlog.asp?ReportID=55…
Von Dr.Phil (Stpckhouse):

"Thanks for your support.

We are very pleased with the 2011 drill results. The final assay results were completed and released in Q1 this year. The 'Preliminary Economic Assessment' (PEA) however, only requires an 'inferred' resource.

We completed some detailed analysis to determine the most efficient way to use the next resource upgrade to fulfill our requirements for the Bankable Feasibility Study (BFS) in 2013. This analysis is now complete and we have contracted with Aurora Geoscience to complete the mathematical modelling of the Dotson Zone resource. We expect to upgrade the resource to 'indicated/measured' in January.

Phil, you may want to email me directly in the future as there is a delay sometimes through our website. It is quite busy... Did you check out our new 'Bokan Advantages' page?. We have over 11,000 followers on Twitter now as well.

We have a simple communication strategy at Ucore. Do the work well. Tell the story accurately.

Thanks for your patience, we expect another great year in 2013.

Best regards,Mark

Read more at http://www.stockhouse.com/bullboards/messagedetail.aspx?p=0&…
http://www.canadianinsider.com/node/7?ticker=ucu

Da hat sich am 28.11.2012 unser Collison mal ordentlich eingedeckt. 100.000 Shares. Gutes Zeichen ?
Dr. Richard Hammen & John Hammen discuss innovative Solid Phase Extraction (SPE) separation technology:

Byron King:
"Time to Take Rare Earths Losses Ahead of Tax Code Changes?"


18 December 2012
Source: Brian Sylvester of The Critical Metals Report
http://www.theaureport.com/pub/na/14866
Ucore (UCU.V or UURAF) Is Leading The Rare Earth Sector
By Jeb Handwerger: http://db.tt/A4ASxmxA
Förderstopp für seltene Erden verlängert

Aktualisiert am 25.12.2012

Der chinesische Stahl- und Bergbaukonzern Batou Steel fördert einen weiteren Monat lang keine seltenen Erden. Die Firma hält die Preise für die begehrten Metalle weiterhin für zu tief.

http://www.tagesanzeiger.ch/mobile/wirtschaft/unternehmen-un…
7 High-Performing Rare Earth Stocks of 2012

Monday December 24, 2012, 4:30am PST
By Andrew Topf - Exclusive to Rare Earth Investing News
http://rareearthinvestingnews.com/8739-high-performing-rare-…
Top Mining Stories of 2012
BNN | 28 December 2012 | 11:40 AM

BNN speaks with Luisa Moreno, Research Analyst, Euro Pacific Canada to find out her top rare earth stock picks for 2012 and get her outlook for the sector. She's also part of this week's mailbag.

http://watch.bnn.ca/#clip834310
"The First Round Of Chinese Rare-Earth Export-Quota Allocations For 2013"

by Gareth Hatch on December 28, 2012
http://www.techmetalsresearch.com/2012/12/the-first-round-of…
http://dl.dropbox.com/u/62919518/Others/Ucore/Dan_Sullivan.p…
...
PRESENTATIONS: Project Research, Development and Financing
Susan Bell, Commissioner, Alaska Department of Commerce, Economic Development & Community Affairs
Mark Myers, Vice Chancellor of Research, University of Alaska Fairbanks
Ken Collison, Chief Operating Officer, Ucore Rare Metals
Mark Davis, Alaska Industrial Development & Export Authority
...
heute sind die letzten stops abgefischt worden, es geht aufwärts jungs!!
http://thechronicleherald.ca/business/442729-rare-metal-firm…
...
Ucore Rare Metals Inc. hopes to soon have a better measure of its rare earth mineral resource in Alaska.

“It should lift our level of assuredness from inferred (resources) to indicated and measured,” Mark MacDonald, the Bedford company’s vice-president of business development, said Tuesday in an interview.

The company expects the resource update in about a month, MacDonald said.

On Tuesday, Ucore filed with SEDAR a detailed 250-page preliminary economic assessment of the Dotson Ridge zone of its Bokan Mountain property in southeastern Alaska.

SEDAR is the mandatory document filing system for Canadian public companies.

The assessment results, released in a shorter version in November, concluded that the Dotson Ridge property has a net present value of $577 million at a 10 per cent discount rate, with a 43 per cent internal rate of return.

Capital costs to mine the property, including the construction of a rare-earth-oxide separation plant, were pegged at $221 million.

The assessment estimated the mine would have an 11-year lifespan at a mining rate of 1,500 tonnes per day, with an average 81.6 per cent total rare earth recovery.

MacDonald said the report’s findings meant that a $221-million investment would return $95 million a year in profits for 11 years.

He calculated the $95-million annual profit figure by multiplying the $221-million capital investment and the 43 per cent return rate.

Ucore hopes to begin mine construction in 2015, with production beginning late that year or early 2016.

The operation is expected to employ 170 people.

Most of the world’s supply of rare earth metals, used in smartphones, electric cars and missile systems, comes from China.

Ucore argues that a domestic supply of the metals is critical to the United States defence, clean energy, aerospace, computing and transportation sectors.

The company’s stock was trading Tuesday for 46.5 cents a share on the TSX Venture Exchange, up slightly from its previous close.
...
Environmental Assessment
Ucore Bokan Mountain
Mining Plan of Operations

http://db.tt/Kk4CIPB5
Obama’s Second Act may prove beneficial for Rare Earths

Posted on January 21, 2013 by Alessandro Bruno
http://proedgewire.com/rare-earth-intel/obamas-second-act-ma…
http://www.alaskajournal.com/Alaska-Journal-of-Commerce/Janu…
...
Jan 24, 2013 - 10:54 AM AKST

Report projects 2016 startup for Bokan rare earths mine

BOB TKACZ, FOR THE JOURNAL

With the publication of a highly optimistic financial assessment, the developers of the rare earth elements mine at Bokan Mountain on Prince of Wales Island have outlined a permitting and construction schedule leading to production start-up and 170 year-round jobs by 2016.

Support jobs could triple that total, according to Ken Collison, a long-time mine builder and chief operating officer of Ucore Rare Metals Inc.

“We’re in the birthing stages of a new American industry and we think that Alaska can be the headquarters,” said Ucore President and CEO Jim MacDonald.

Based in Halifax, Nova Scotia, Ucore issued the Preliminary Economic Assessment, or PEA, for the Bokan Mountain project, located 37 miles southwest of Ketchikan, on Jan. 15.

The PEA indicated an 11-year mine life based on proven resources with a net present value of $586.4 million at a 10 percent discount rate, pre-tax; an internal rate of return of 43 percent; a payback period of 2.3 years and a capital cost of $224.6 million, including a complete on-site rare earth oxide separation plant, and a contingency provision of $25.4 million.

MacDonald acknowledged that the internal rate of return is “exceptionally high,” but said it was a mark of confidence in the PEA and the project mineral content.

“I think it’s indicative of the fact that the project is very robust,” MacDonald said.

Collison said on Dec. 12 that proven reserves are, “less than one-tenth of what we’re capable of.”

Much as China captured the rare earth elements, or REE, industry by offering the raw material and manufacturing, MacDonald suggested Alaska could recover a U.S. share.

“There’s no reason to think that as the industry developed in Alaska they couldn’t, potentially, attract manufacturing that requires rare earth elements in the chain. There’s a chance here for the state of Alaska to capture an entire industry,” MacDonald said.

Ucore is raising project financing through what amounts to futures sales, but is also working with the Alaska Industrial Development and Export Authority on a request for state support through infrastructure construction and possibly other avenues.

The McDowell Group is preparing a project profile and economic impact assessment for Ucore.

“I can tell you that we are working directly with AIDEA,” MacDonald said Dec. 11.

He also cautioned, “none of this is guaranteed and all of this is prospective.”

Ted Leonard, AIDEA executive director did not respond to a request for comment during the past week.

With the entire property located on U.S. Forest Service land, project plans call for the start of federal permitting in 2013 and an optimistically projected permit completion in 2014, followed by 18 months for construction and commencement of mineral production in the first half of 2016.

“We think that’s a good goal,” MacDonald said.

Formally known as a National Instrument 43-101, a preliminary economic assessment is a detailed technical analysis of a mineral project’s economics required under Canadian law.

All 15 rare earth elements are present at Bokan and total annual production is projected to be 2,250 tons, but dysprosium, terbium and yttrium, “are our headline products,” MacDonald said.

In the oxide form the mine will produce, the three are currently selling, respectively for $700, $1,230 and $38 per kilogram, according to Ucore’s online REE posting.

Projected annual production includes 95 tons of dysprosium oxide, 14 tons of terbium oxide and 515 tons of yttrium oxide. All are critical to electronics manufacturing in defense, automotive, aerospace and other high-tech applications.

Cutting-edge refining technology including magnetic separators and solid phase extraction, or SPE, that is undergoing final testing this year will send 75 percent of the 1,500 tons per day of raw ore production back underground. So-called nuisance materials, including thorium, uranium and iron, will be converted to a concrete paste to backfill empty mine shafts.

Ucore plans to use a nitric acid leach in the SPE process because 75 percent of the acid can be recycled, unlike more commonly used sulfuric acid, MacDonald said.

As extraction operations open subsurface space, surface tailings will steadily disappear. The mine could be the first in the world to leave no surface tailings facility after closure, MacDonald suggested.

To finance the project, Ucore’s “aspiration, and we think it’s a realistic one,” MacDonald said, is to avoid the need for equity financing by completing agreements with “off-take partners.”

“The potential formula is whatever percentage of critical REEs the partner signs for, they will be asked to participate at a commensurate level in terms of financing the mine,” MacDonald explained.

Last fall, Ucore signed an information sharing agreement with the U.S. Defense Logistical Agency in the Department of Defense, which is expected to become an off-take partner. The information agreement means DOD “will be getting access to information before it becomes public,” MacDonald said.

Dysprosium is a critical material for production of unmanned drones and other remote-control weapons systems.

Hybrid and electrically powered cars have 40 points under the hood requiring REEs, and MacDonald said major U.S. automakers are likely to become off-take partners.

“We’re talking to the big three automakers. We can’t be specific on where we are with any of them,” he said.

Ucore is also talking to businesses in the aerospace industry, but has not met with representatives of the Alaska Aerospace Corp.
...
also bei den vorhersagen, einfach nur unter wasser die performance, aber was hilft's, es wird schon werden!!
Rare-earth elements mine possible

Ketchikan (Alaska) Daily News
Posted: January 27, 2013 - 12:11am
http://juneauempire.com/state/2013-01-27/rare-earth-elements…" target="_blank" rel="nofollow">http://juneauempire.com/state/2013-01-27/rare-earth-elements…


(bitte auch die kritischen Kommentare im Anschluss an diesen Artikel beachten!!)
SENATE JOINT RESOLUTION NO.
IN THE LEGISLATURE OF THE STATE OF ALASKA
TWENTY-EIGHTH LEGISLATURE - FIRST SESSION

http://dl.dropbox.com/u/62919518/Others/Ucore/McGuire_REE_Re…
http://www.sitnews.us/0113News/013113/013113_se_economy.html

Road Access To Niblack and Bokan Mines Would Assist Southeast Alaska’s Economy

January 31, 2013
Thursday AM

(SitNews) WASHINGTON, D.C. – Wednesday, U.S. Sen. Lisa Murkowski (R-Alaska) introduced legislation to permit road access to two proposed multi-mineral mines on Prince of Wales Island in Southeast Alaska. The bill would authorize the building of road through inventoried roadless lands.

“Southeast Alaska is in dire need of new job opportunities,” Murkowski said. “These mines will bring stable, well-paying jobs to hundreds of residents, if we can resolve the access issue. My bill will make getting to work a much easier task for residents of Prince of Wales Island.”

The mines – Niblack and Bokan Mountain – could be open within three to four years, depending on final economic reviews and current permit approval time lines. Niblack is a gold, copper, zinc, and silver deposit, while Bokan Mountain is a rare earth elements mine. Bokan Mountain alone is expected to employ 200 workers.

The project would require building 26 miles of road (18 miles of which would be through roadless area) to Niblack mine, with another 50 miles of road to the Bokan Mountain mineral deposits. Without this legislation, workers would likely have to travel to Ketchikan and then take a boat across often dangerous waters to the reach the mine sites.

Source of News:

Office of U.S. Sen. Lisa Murkowski
www.murkowski.senate.gov
http://proedgewire.com/rare-earth-intel/ucore-rare-metals-th…
...
Ucore Rare Metals, The Next US Mine.

Posted on February 1, 2013 by Graeme Irvine

According to local Alaskan media, Ucore is set to become America’s second producing rare earth elements mine after Molycorp Inc, commencing production in 2016, if all goes to plan. Ucore, will develop its flagship Bokan Mountain rare earth element property situated at the southernmost part of the Alaskan panhandle, on the southern end of Prince of Wales Island. The Bokan Mountain project covers 30 sq. km (19 sq. miles.) Construction of the mine is due to start in 2014. Once in production, Chinese domination of the rare earths and metals sector, will come to a long overdue end. In recent years China has become something of an unreliable exporter of rare earth elements, due to an island dispute in the East China Sea with Japan.

Last November Ucore released their preliminary economic assessment on Bokan, showing a before-tax net present value of $577 million at a 10% discount rate and an impressive internal rate of return of 43 percent. According to Jim McKenzie, Ucore’s CEO, Bokan Mountain is the largest NI 43-101 compliant heavy REE resource located in the United States of America.

From Ucore’s website:

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 earths elements, as disclosed in the Company’s NI43-101 compliant resource estimate, released in March of 2011.

As anyone who follows the rare earths sector knows, it’s the heavy rare earths that are most desirable for profitability, being key components used in defence systems, green energy projects, electric vehicles, and medical devices, among other critical uses. That desirability in unlikely to alter anytime soon.

But that’s not all, Ucore’s property comes with some additional advantages that can fast track the development of the Bokan property. According to Bokan’s management, the Bokan-Dotson ridge project is the “only rare earth element deposit worldwide that comes with immediate deep water access; accessible labour and prospective power.” The US project also lies in Alaska, America’s most mining friendly state. There are unlikely to be permitting delays, meaning their timetable has a better than average chance of staying on track.

Being a second critical materials mine located in the USA, and blessed with the heavy rare earths, raising additional finance is unlikely to become an issue. And with the global economy tentatively having turned the corner in 2012, Ucore’s 2016 production timetable looks to me fortuitous at this time. Come 2016 there’s likely to be a resurgent REE demand.
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Ucore Rare Metals Inc.: U.S. Senators Murkowski, Begich and Alaska State Senators McGuire, Gardner and Ellis Introduce Legislation to Advance Bokan


REUTERS | Tue Feb 5, 2013 9:37am EST


Ucore Rare Metals Inc.: U.S. Senators Murkowski, Begich and Alaska State
Senators McGuire, Gardner and Ellis Introduce Legislation to Advance Bokan

HALIFAX, NOVA SCOTIA--(Marketwire - Feb. 5, 2013) - Ucore Rare Metals Inc.
(TSX VENTURE:UCU) ("Ucore" or "the Company") is pleased to report that United
States Senators Lisa Murkowski (R-AK) and Mark Begich (D-AK) jointly
introduced a bill in Washington DC to authorize construction of a road on
Prince of Wales Island to the Niblack and Bokan Mountain projects. Senator
Murkowski noted that this bill would permit development of a road that
minimizes costs, while also minimizing the effects on surface resources,
preventing unnecessary surface disturbances and complying with all
environmental laws and regulations.

Further, Ucore notes the introduction of Senate Joint Resolution No. 8 in the
Legislature of the State of Alaska by Senators McGuire, Gardner and Ellis (the
"Resolution"). The Resolution supports the continued and increased
exploration, extraction, processing and production of rare earth elements in
the State.

The Resolution supports a number of initiatives, and expressly urges State
agencies that administer permits required for the development of rare earth
element projects in Alaska to expedite the consideration and issuance of
permits for the development of rare earth element deposits. The initiative
further urges the Governor and the Department of Natural Resources to work
closely with the US Geological Survey, US Department of Commerce and US
Department of Defense to promote the development of rare earth elements
extraction, processing and production in the State. The Resolution also urges
the U.S. Congress to support the efforts of the State to develop rare earth
elements for the benefit of the economic and national security of the United
States.

"We're highly encouraged by these two initiatives to expedite the development
of the Bokan project", stated Jim McKenzie, President & CEO of Ucore. "Alaska
legislators have been exceptionally supportive of our development, which
promises to bring skilled employment and numerous ancillary economic benefits
to an area with tremendous potential. The bills additionally acknowledge and
complement Ucore's commitment to complying with existing laws, fostering
economic development in the region, and advancing production of materials
designated as critical to national security by the U.S. Congress."

The Senate Bill and Resolution were independently introduced on January 30,
2013, both explicitly recognizing the heavy rare earth element content and
logistical advantages of Ucore's Bokan Mountain property.

http://www.reuters.com/article/2013/02/05/idUSnCCNHhbWSa+1e6…
Sec. 306. Strategic and Critical Materials. The Secretary of Defense, and the Secretary of the Interior in consultation with the Secretary of Defense as the National Defense Stockpile Manager, are each delegated the authority of the President under section 303(a)(1)(B) of the Act, 50 U.S.C. App. 2093(a)(1)(B), to encourage the exploration, development, and mining of strategic and critical materials and other materials.

http://www.whitehouse.gov/the-press-office/2012/03/16/execut…

OSD12-T02 TITLE: Novel Primary Processing of Scarce Element Ores

TECHNOLOGY AREAS: Materials/Processes

OBJECTIVE: The objective of this project is to develop and demonstrate at a relevant laboratory scale a novel, efficient, and environmentally friendly approach to the extraction, concentration, and separation of rare-earth elements from common ore stocks. This project supports the goals of the Materials Genome Initiative (MGI) in the area of Integrated Computational Materials Engineering (ICME).

DESCRIPTION: The rare-earth elements find uses in hundreds of high tech applications, including cellular telephones, laptop computers, iPods, critical military applications, and green technologies. These reactive metals have a natural abundance that is similar to that of copper. Their high costs and relative scarcity are due to the high cost of their separation, concentration, and extraction from the ores. Current methods involve the leaching of the rare-earth elements from the ore, solvent ion-exchange reactions to concentrate the elements, followed by roasting. From this concentrated state, reduction using an adaptation of the Kroll process, that is the formation of halide gasses from the oxides followed by reduction using an alkali metal, is typical.

The environmental issues behind the mining of rare-earth elements are also a concern. Using concentrated sulfuric acid leaching with high temperature calcination techniques, producing one ton of calcined rare earth ore generates: up to 12,000 m3 of waste gas containing ore dust concentrate, hydrofluoric acid, sulfur dioxide, and sulfuric acid; along with approximately 75 m3 of acidic wastewater; plus up to one ton of radioactive wet waste residue. Many ores contain Thorium, a radioactive element; so that the ore dust effluents, and residuals, are radioactive and contain many toxic heavy metals. Without special treatments, these waste products pose the threat of contaminating local water supplies and producing far-field environmental damage. The disposal of tailings, the components of the ore left behind after rare-earth extraction, also contributes to the problem. Most operations simply place tailings in large land impoundments for storage. These also present long-term environmental challenges without special treatment.

A novel means of separation and fractionation of the multiple species in the ores, and concentrating these elements into separate streams using less-aggressive techniques environmentally, could enable the increased availability of these elements for engineering applications. Over the past decade, a number of liquid-liquid ion extraction processes for rare-earth elements have become available. These, however, involve the use of toxic organic compounds that require sophisticated handling technologies to work safely in an industrial scale extraction process. Novel chemistries for the extraction, concentration, and separation of these elements that a processing plant can implement in an environmentally benign manner would improve the availability, decrease the costs of extraction, and decrease the environmental impact of the extraction operations. The objective of this project is to develop and demonstrate a more environmentally benign technique for the extraction, concentration, and separation of rare-earth elements from ores.

PHASE I: The successful phase I project will develop and define concept chemistries, along with basic engineering evaluations of the relative suitabilities of the approaches and outlines of the likely relative environmental impacts.

PHASE II: The successful phase II project will down-select a concept extraction system from the phase I effort and perform detailed chemical engineering design on the proposed process. The investigators will show through combinations of modeling, simulation, and relevant experiments that the final design is suitable for insertion into a mining/extraction process.

PHASE III: Mining operations require the concentration, and separation of the relevant elements from the ores prior to subsequent purification and processing to final form. An efficient controllable process which is either environmentally benign, or can be easily controlled for minimal environmental impact, will decrease dramatically the overall costs associated with the extraction and enable mining and ore processing for deposits which are not currently profitable for exploitation.

PRIVATE SECTOR COMMERCIAL POTENTIAL/DUAL-USE APPLICATIONS: The materials system developed in this project can play an important role in reducing the overall environmental impact and total cost of producing rare-earth compounds from ore systems. This we anticipate will increase the availability of these scarce materials, and reduce the overall costs for obtaining them. This will make significant changes in the ways that we can use these scarce materials in new designs.

http://www.acq.osd.mil/osbp/sbir/solicitations/sttr2012B/osd…

Ames Laboratory to Lead New Research Effort to Address Shortages in Rare Earth and Other Critical Materials

http://energy.gov/articles/ames-laboratory-lead-new-research…

Federal wheels are starting to turn.
http://juneauempire.com/state/2013-02-12/bokan-mountain-mini…
...

Bokan Mountain mining plans discussed at Capitol
Rare earth elements are the target for new enterprise
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Bis Q3 keine Besserung in Sicht, da kann sich jeder ausmalen, wie weit die Explorer noch fallen werden!
Und noch ist der Gesamtmarkt gar nicht eingebrochen...:rolleyes:

http://www.foxbusiness.com/news/2013/02/17/mining-and-metals…
Immerhin ist das Kaufinteresse durch die "Verbilligung" bei Ucore deutlich höher als bei den anderen REE-Explorern...:rolleyes:


warum bricht auch hier der aktienwert in sich zusammen, obwohl das dod interesse anmeldete. obgleich dieser artikel darauf hindeutet, das ucore nicht mehr im zentrum der dod interessen steht.

http://www.fiercegovernmentit.com/story/dod-adopts-niem-will…
Antwort auf Beitrag Nr.: 44.197.496 von MsDoubtfire am 28.02.13 13:35:20Warum der Wert derart einbricht kann ich Dir auch nicht sagen. Er holt vermutlich die Kursverluste der anderen Seltenen-Erden-Werte nach.

Wenn ich des Englischen aber noch halbwegs mächtig bin, geht es bei Deinem Artikel nicht um das Bokan Mountain Projekt, sondern eine Softwareanpassung.
Zitat von Andrija: Wenn ich des Englischen aber noch halbwegs mächtig bin, geht es bei Deinem Artikel nicht um das Bokan Mountain Projekt, sondern eine Softwareanpassung.


ohje, dann muss ich noch einmal RICHTIG nachlesen. thx.
http://www.begich.senate.gov/public/index.cfm/pressreleases?…
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Begich Reintroduces Bill to Repeal Tongass Roadless Rule
Says Southeast Alaskans need more jobs, not more federal rules

FOR IMMEDIATE RELEASE
Contact: Heather Handyside, Press Secretary
(907) 258-9304 office
(907) 350-4846 cell
U.S. Sen. Mark Begich re-introduced legislation today to repeal the 2001 Roadless Area Conservation Rule. The rule applies to the Tongass National Forest, forcing management by a “one-size fits all” federal rule rather than the locally driven 2008 Tongass Land Management Plan.
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Antwort auf Beitrag Nr.: 44.159.774 von Videomart am 19.02.13 18:35:03aber immer noch ohne volumen, kommt vllt nach der pdac!
"Die Bergbaubranche steht mit dem Rücken zur Wand"

Wie schlimm es dort tatsächlich aussieht und was für Folgen das insbesondere für die Explorer hat,
zeigt das folgende Interview mit Joachim Berlenbach:
http://app.handelsblatt.com/finanzen/rohstoffe-devisen/joach…

Die Lichter bei den "Juniors" werden gleich reihenweise ausgehen...:rolleyes:
Traurig, aber wahr:

AGF Investments, Inc. haben im Januar 1.49 Mio von vormals 6.46 Mio UCU-Shares verkauft!
http://markets.ft.com/research/Markets/Tearsheets/Business-p…

Es bekommen eben viele Anleger "kalte Füsse" in diesem Markt!

Gleichwohl steht Ucore in der Jahresperformance noch immer an der Spitze, sogar vor dem Marktführer Baotou Steel:

Zitat von Jackl24: Hallo @all,

gerade reingekommen...:cool:

http://ucore.com/brochure

Grüße
Jackl24


Und, was kann man damit machen ?? Was soll hier Interactive sein ??
Antwort auf Beitrag Nr.: 44.216.787 von Langstrumpf2 am 05.03.13 17:11:06Hi,

du kannst blättern anstelle zu scrollllllllllen.......:laugh::laugh:

Jackl24
http://ucore.com/ByronKing_March6_2013.pdf
...
Moving back to el Norte, and speaking of the U.S., I had a long talk with the team from Ucore

Rare Metals (UCU: TSX-­V).

It’s a fascinating parallel, how much the “Russian” play and this “American” play are following similar pathways. Again, with Ucore, we’ve had share price weakness. But the company itself is in great shape, and making excellent progress. Everything today is better than a year or two ago.

The ore body, at Bokan Mountain, Alaska, is well mapped. Prudently, Ucore quit spending money on drilling, last year. “We have plenty of mine life,” said COO Ken Collison. “Now we have to buckle down and build a mine.” Indeed, there are vast areas, on the same, mineralized trends at Bokan, that will likely add decades to the Ucore play. But that’s work for another day.

The Bokan mineralogy is well understood, along with processes for bringing the rare earth materials into a concentrated form. The solid phase extraction (SPE) techniques, pioneered by Ucore’s partners, are ready to translate into a pilot plant stage. Likely by 2014, the plant will be upand running, processing ore on a routine basis.

And within a matter of months, Ucore will kick off construction of its pilot plant, to prove-­up the overall reactions and systems, and generate material. There’s work to be done, but it’s all moving.

I should note that the Alaska reception is splendid. There’s excellent political support from Sens. Lisa Murkowski and Mark Begich, plus Gov. Sean Parnell. And Alaska is “small” enough — socially — that everyone (sort of) knows everybody else’s business. The Ucore people all tell stories of how they talk with friendly supporters every time they walk through the airport at Ketchikan, Juneau and Anchorage. (“When is that plant going to start running? You hiring yet?”)

Meanwhile, Ucore has people working on downstream processing and sales pathways, where the cash register rings. There’s plenty to know about this critical phase, but almost all of it is competition-­sensitive. Suffice to say that I’m satisfied that Ucore management has no grass growing beneath its feet.

And on that note, I have to move along to other appointments, here at PDAC. There’s MUCH more to tell you, but I beg your patience to another day.

Thanks for subscribing to ESI. I hope your week is going well.
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http://www.proedgewire.com/rare-earth-intel/the-rare-earth-s…
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Two such survivors are Ucore (QTCQX: UURAF) and RER (ASE: REE), which are smallish, right size projects. In the case of Ucore their recent PEA delivered some metrics that set its Bokan property apart from the crowd…not the least of which is an almost absurdly low projection of the CAPEX required to get into production ($221M) and a product mix and form stated to be valuable enough to generate close to $100M per year in pre-tax profit (with a 43% IRR). That’s a bullish return on limited input capital. Ucore plans to be in production in 3 years or so, which places them at the forefront of the international race (along with, in my opinion, RER), to generate HREE’s outside of China.

Ucore estimates that they’ll be producing some 95 TPA of Dy; close to ½ of current US OEM automotive requirements and more than 10X the requirement of US Department of Defense (with which Ucore signed a strategic agreement in Q4 of 2012 for the purpose of advancing their HREE project). DOD is interested in Dy at least partially as an input component in unmanned drones in theaters of war (a topic that has garnered much media attention of late as a bulwark of the Obama administration’s offense strategy in the Middle East). Beyond this, UCU’s Dy output will be readily received by the American automotive industry, as prospective production of EVs and HEV’s continues to grow.

Ucore has yet another ace on the hole with the State of Alaska in their corner. The State has a long history of assisting in the financing of CAPEX to worthy mining projects, with very patient long term, below market interest loans over life of mine. Alaska has a $39B permanent fund, largely the outcome of a robust long term petroleum sector which is now falling into abeyance. So, they’re the rare sovereignty in the western world that has not only significant capital but also the wherewithal to invest in its own future. In Ucore’s case, the stated CAPEX is so low, that the State could singlehandedly guarantee Bokan’s rise to production (witness Alaska’s underwriting of $225M just for the port and road infrastructure at the Red Dog Mine in Central Alaska; an amount which ironically totals more than Bokan’s entire CAPEX requirement). As I mentioned some time ago, the Goldilocks Principle will gain new credibility in the REE space, as it’s the right size project with the right products, Critical Rare Earths that will ultimately prevail. Ucore’s Bokan is such a project.
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Zitat von Videomart am 17.04.2013: Im REE-Bereich ist wohl nichts mehr zu holen...:mad:

Game over!!!:rolleyes:


Abschied von den Seltenen Erden

28.03.13 – Manuel Berkel
http://www.heise.de/tr/artikel/Abschied-von-den-Seltenen-Erd…
http://www.canadianminingjournal.com/press-releases/story.as…
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Ucore Rare Metals Inc. Announces Filing of Final Prospectus

Ucore Rare Metals Inc.(TSX VENTURE:UCU) (the "Company" or "Ucore") is pleased to announce that it has filed and obtained a receipt for a final short form prospectus containing the final details of its previously announced prospectus offering (the "Offering") of units of the Company (the "Units"). The Company has also entered into an agency agreement with Byron Capital Markets Ltd. ("Byron"), as Canadian agent, and Knight Capital Americas LLC, as United States agent, (collectively, the "Agents") in respect of the Offering. Under the terms of the agency agreement, the Agents will offer, on a best efforts basis, Units for gross proceeds of up to a maximum of $5,000,000. Each Unit is comprised of one common share in the capital of the Company (a "Common Share") and one Common Share purchase warrant, at a price of $0.25 per Unit. Each whole purchase warrant (a "Warrant") will entitle the holder to purchase one Common Share at a price of $0.35 per Common Share for a period of 36 months following the closing of the Offering, which is expected to take place on April 30, 2013, or such other date on or before May 15, 2013 as may be agreed upon by the Company and the Agents.

Byron has been granted an option, exercisable at any time until 30 days following the closing of the Offering, to sell additional Units or Warrants equal to 15% of the number of Units sold pursuant to the Offering at the issue price of the Units, to cover over-allotments, if any and for market stabilization purposes (the "Over-Allotment Option").

In consideration for the services to be rendered by the Agents under the Offering, the Agents will receive a cash commission of 6% of the gross proceeds of the Offering (including any Units issued as a result of the exercise of the Over-Allotment Option). The Agents will also receive broker warrants (the "Broker Warrants") to purchase an aggregate number of Common Shares equal to 6% of the number of Units issued under the Offering (including Units issued upon exercise of the Over-Allotment Option). Each Broker Warrant will entitle the holder thereof to acquire one Common Share at an exercise price of $0.25 for a period of 36 months following the completion of the Offering.

The Company plans to use the net proceeds of the Offering to progress the development of the Bokan Mountain / Dotson Ridge property and for general working capital purposes. Closing of the Offering is subject to certain conditions, including final approval of the TSX Venture Exchange.
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http://www.proedgewire.com/rare-earth-news/ucore-rare-metals…
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Ucore Rare Metals Inc. Announces Closing of Offering

May 13, 2013 (Source: Marketwire) –

NOT FOR DISTRIBUTION TO UNITED STATES NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES

Ucore Rare Metals Inc (TSX-V:UCU) (the “Company” or “Ucore”) is pleased to announce that it has completed the equity offering (the “Offering”) previously announced on March 15, 2013, in the full amount for gross proceeds of $5,000,000. The Offering consisted of 20,000,000 Units priced at $0.25 per unit (the “Units”). Each Unit sold was comprised of one common share in the capital of the Company (a “Common Share”) and one Common Share purchase warrant (a “Warrant”). Each Warrant will entitle the holder to purchase one Common Share at a price of $0.35 per Common Share for a period of 36 months.

The Offering was conducted on an agency basis by Byron Capital Markets Ltd., (“Byron”) as Canadian agent, and Knight Capital Americas LLC, as United States agent, (collectively, the “Agents”). Byron has been granted an option, exercisable at any time until 30 days following the closing of the Offering, to sell additional Units or Warrants up to 15% of the number of Units sold pursuant to the Offering at the issue price of the Units, to cover over-allotments, if any and for market stabilization purposes.

In consideration for their services in connection with the Offering, the Agents, selling group members and finders received aggregate cash commissions of $269,398.50, and an aggregate total of 1,077,594 non-transferable broker warrants (the “Broker Warrants”), with each Broker Warrant entitling the holder thereof to acquire one Common Share at an exercise price of $0.25 for a period of 36 months following the completion of the Offering.

The Company plans to use the net proceeds of the Offering to progress the development of the Bokan Mountain / Dotson Ridge property and for general working capital purposes.
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Zitat von Langstrumpf2: http://www.proedgewire.com/rare-earth-news/ucore-rare-metals…
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The Company plans to use the net proceeds of the Offering to progress the development of the Bokan Mountain / Dotson Ridge property and for general working capital purposes.
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...dann wohl eher für Letzteres. Hat dann wohl mit einer "Finanzspritze" aus dem Verteidigungsministerium oder von Alaska nicht geklappt. Mit 5 Mio. ist dann wohl eher durchwurschteln angesagt? Drängt sich aktuell kein Kauf auf.
Antwort auf Beitrag Nr.: 44.626.915 von Andrija am 14.05.13 09:07:38Ich sehe das anders. Mit $5,000,000 Cash hat Ucore auf jeden Fall mehr als genug Geld die Feasability Studie zu Ende zu bringen. Eine Grundveraussetzung dafür um Geld vom State of Alaska zu kommen bzw. dem Department of Defense.
Radioactive Mountain is Key in US Rare-Earth Woes

Date: 11 June 2013 Time: 06:17 PM ET
Becky Oskin, LiveScience Staff Writer

http://www.livescience.com/37356-heavy-rare-earth-mining-ame…