Jack Lifton's presentation on Rare Earths at the SF Hard Assets conference 11/22/09 part 2

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Uploaded by on Nov 24, 2009

Jack Lifton's presentation on Rare Earths at the SF Hard Assets conference 11/22/09

Exactly 20 minutes, in 2 parts.

Sorry for the noob-ish video, new camera, shot from a good distance away, hand-held, in a very dark room.

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  • What is the market cap in dollars of all rare earth elements?

    at 7:40 "The market is about a billion four, it's trivial, the market isn't what's important (at the mine face). The products by which these elements go represents hundreds of billions of dollars in profit..that' the key. "

  • and MCP is backed by golman sachs..that says it all1!!

  • interesting mcp and lynas have been the most popular of the REE stocks since...and both ready for production...

    why would lifton care about export tax on cerium if he says he's a metals analyst?

    

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