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     archer
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Username: archer
Post Number: 1839
Registered: 11-2002
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| | Thursday, March 01, 2007 - 09:54 am: |  
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Rare Earth May Be China’s Checkmate
http://theanchorhouse.com/2006/10/10/rare-earth-may-be-chinas-checkmate/#more-22
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philr
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Username: philr
Post Number: 131
Registered: 04-2004Rating: N/A
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| | Thursday, March 01, 2007 - 11:43 am: |
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Interesting article.
Are there any companies in Australia that are in this field?
Phil
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archer
Member
Username: archer
Post Number: 1841
Registered: 11-2002
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| | Thursday, March 01, 2007 - 12:10 pm: |
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Yes ARU LYC and potentially NAV
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kate
Member
Username: kate
Post Number: 582
Registered: 04-2005Rating: N/A
Votes: 0
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| | Thursday, March 01, 2007 - 12:27 pm: |
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and Alk which mines Yttrium.
Several potential players who are sitting on Monzonite.
This link will give you a bit of background.
http://www.beyondchem.com/rarearth.htm
Archer, if you look at the list of world reserves you'll see the connection to mineral sands.
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philr
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Username: philr
Post Number: 135
Registered: 04-2004Rating: N/A
Votes: 0
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| | Thursday, March 01, 2007 - 02:24 pm: |
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Thanks archer and kate
I will add those stocks to a watchlist and keep an eye on them.
Phil
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dug
Member
Username: dug
Post Number: 2278
Registered: 07-2005
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Votes: 0
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| | Thursday, March 01, 2007 - 05:26 pm: |
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Very interesting,Archer but I got a hint that this site was Yankee Libertarian or at least American Leftist and d'Yanks aren't all that good at thinking that way[UK and French are probably Better IMHO]
So there's several facts and scenarios to chase,if we're to get a Dollar.
Which rare earth's have what application in Industry?--->what Oz companies are after those specifically?
Why really have the other world mines closed?If it IS Chinese Monopoly pricing,how are our miners going to crack it? Do we just hang on for TakeOver? Just trade the Story/Scenario to make a Buck and Bugger the socio-political ramifications?
You have to admit RARE EARTHS has a good,exotic ring to it and we know how even GOLD!! excites d'Pilgrims into mania!!
I reckon the Chinese are onto it for Quasi Religious Attitudes the Chinese specifically have.Have had for Millenia the seeking out of resources/even Food Sources to bend Nature to work for them,Man[person]Kind.
Just finish with a bit of a Rabbit but early red lacquer work is said to be based on the Blood of Children.
No they didn't make it Red with Blood,we ain't talking Magic,No,the child workers involved in Lacquer/Porcelain Work particularly RED [like SUNG period]had very limited lifespans.think it was 3/5 years before the particular chemicals used killed them.
Further I betcha that this was Rare Earth based too.
Anyway,kate if you can come up with a definitive list of Rare Earths particularly relating to Oz Company explorations,I'll do some work for the Group in any way I can.Mostly I think we should identify Which Rare is used for What application?
Bought some small parcel NAV today.It seems to be developing the Cash Flow to finance it's sideline in Rare Earths as well as doing it JORC,proper,respectable,Investment Grade!!
Keep it GOing,Archer.This is better practical angles information than piffling on about how 2 dare be GREAT!
We'll wipe the snide smirk of THE prat yet!!
cheers,
jr
You know you're in a Hick place,
when there's nowhere you can Go,
that you shouldn't!
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kate
Member
Username: kate
Post Number: 583
Registered: 04-2005Rating: N/A
Votes: 0
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| | Friday, March 02, 2007 - 08:19 am: |
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Dug, I'm working on it at the moment. I've started with ALK as it only mines yttrium, the other three I'll do over the next few days. "Rare earths" is very unscientific, however the term is still being used extensively. Re the aside about the red paint, are you sure it didn't contain lead? I'd be interested if you find out more.
Regards
Kate
PS Have you looked at CCV? Fundamentals, not chart.
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archer
Member
Username: archer
Post Number: 1842
Registered: 11-2002
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Votes: 0
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| | Friday, March 02, 2007 - 08:49 am: |
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Dug
this is the important line in that article
"Hybrid cars will each require anywhere from 20-80 pounds of rare earth materials."
Think Batteries,batteries,batteries nickel-metal hydride
----------
Why really have the other world mines closed?
Read the last section in this article about mountain pass
http://pubs.usgs.gov/fs/2002/fs087-02/
China is having the same HUGE environmental problems with
regard to REEs and are closing mines,restricting production
e.g implementing quota's
Supply is falling while demand is rising and hence the huge
rise in prices of REEs in the last 12-18 months
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philr
Member
Username: philr
Post Number: 140
Registered: 04-2004Rating: N/A
Votes: 0
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| | Friday, March 02, 2007 - 09:12 am: |
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url just announced discovery of rare earth and uranium.
Phil
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dug
Member
Username: dug
Post Number: 2279
Registered: 07-2005
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Votes: 0
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| | Friday, March 02, 2007 - 10:01 am: |
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Much more "respectable" article,archer.Obviously Anchor Institute took theirs from this?[wasn't gunner believe carte-blanche in a Navy/nautical named mob  ]
Article has many relevant factors to look for in Announcements on finds so it'll sort d'Ramp from Real for us pilgrims.
kate-My childrens blood story may be covered in Archers latest link.It's the kind of story passed around the Antique Trade to justify selling prices.
There is a different tone in colour between centuries.
Lead was used more in paint and was used up to the 1970's.I had an aunt who died at 18 because every time it rained she had gone and licked raindrops from the bannisters.Lead is just absorbed,never passes out of your system,you accumulate in ya body til critical level hits.
Gotta go,
regards,
jr
You know you're in a Hick place,
when there's nowhere you can Go,
that you shouldn't!
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kate
Member
Username: kate
Post Number: 584
Registered: 04-2005Rating: N/A
Votes: 0
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| | Friday, March 02, 2007 - 10:45 am: |
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Dug, I have a feeling this mightn't work out as well as hoped. Archer's article mentioned the Major OH&S problems associated with processing REE in monazite deposits. Unfortunately, I think all the companies involved with REEs are mining monazite, certainly Mt Weld(LYC)is. From what I remember they are involved with the Chinese who may take it back to China for processing.
Not much point adding anything further until I find something worthwhile - good or bad.
Kate
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dug
Member
Username: dug
Post Number: 2281
Registered: 07-2005
Rating: N/A
Votes: 0
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| | Saturday, March 03, 2007 - 11:37 am: |
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Being more an Arts kinda chap,than scientific,I'm finding this all a bit difficult to follow but
NAV is onto JORC proving a deposit similar to both Lynas and Arafua.Yes kate,it is monazite/carbonatite[whereas the Chinese have lateritic,which is better]BUT it seems to me,it's a matter of which Elements are Found in it's REO[rare earth oxide],the glass polishing one or the Battery[say] one.
I'm only doing skimming.Like I don't wanta become a Professor of Rare Earth but it is quite interesting,and I'm learning it's not a matter of Table Spoon Demand as put forward by me,previously.
It's all going in so I can educatively read NAV upcoming announcements while keeping an eye on the other 2/3.
It seems pretty pointless getting excited by mere REE explorers,you need JORC proved reserves for a start but for NAV I'm taking REO as a sideline for Future Interest while going NAV just on low cost Gold Producer in the Near Future basis.
Tell us more about Mineral Sands and REE/O's kate?
We need a Table from somewhere that says This one Has That Application and gets Which grade in Price.
cheers,
jr
You know you're in a Hick place,
when there's nowhere you can Go,
that you shouldn't!
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kate
Member
Username: kate
Post Number: 585
Registered: 04-2005Rating: N/A
Votes: 0
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| | Sunday, March 04, 2007 - 08:53 am: |
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Be impressed Dug!
http://www.mech.uwa.edu.au/unit/MATE3412/MATE3413/Rare%20Earths.ppt#256,1,Rare Earths
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philr
Member
Username: philr
Post Number: 141
Registered: 04-2004Rating: N/A
Votes: 0
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