Molycorp: Why It's Extremely Undervalued & Best of Breed in Rare Earth Miners

Please visit my blog at http://www.jasonburack.com to learn more and checkout the Wall St for Main St Facebook fanpage where you can learn and join in on the conversation! Also, please checkout Mo Dawoud's blog, the Mo Money Blog, at http://www.momoneyblog.com

http://www.molycorp.com/

http://www.techmetalsresearch.com/

http://www.australianrareearths.com/

http://www.rareearthmarketnews.com/

http://www.raremetalblog.com/

http://rareearthinvestingnews.com/

http://www.financialsensenewshour.com/broadcast/fsn2010-0807-2.mp3

Category:

People & Blogs

Tags:

• Molycorp;
• Mountain
• Pass
• Mine;
• China;
• Goldman
• Sachs;
• IPO;
• REE;
• Rare
• Earth
• Metals;
• Alternative
• Energy;
• Value
• Chain;
• Export
• Quota
• Reduction;
• Undervalued;
• Wall
• St;
• Main
• Street;
• Shortsighted;
• Analysts;
• Best
• of
• Breed
• Company;
• Mining
• Sector;
• Chinese
• Monopoly;
• Processing
• Facilities;
• Vertically
• Integrated;
• Neodymium;
• Windmill;
• Solar
• Panels;
• Cleantech;
• Greentech;
• High
• Margin
• Products;
• Mine
• to
• Magnets;
• Advanced
• Chemistry;
• First
• Mover;
• Cash
• flow;
• Production
• Increases;
• Reserve
• Growth

[MsH1h1h1h1]

at the time of this video, MCP stock price was 15 dollars. now it is at 20 dollars. so this is all bullshit. MCP had a bubble. how many people lost money?

[WallStForMainSt]

@MsH1h1h1h1- So all you look at is stock price to determine value of a company? Do you know how to do valuations and run numbers? Molycorp's stock did get way ahead of itself in late 2012 and in 2011 but the earnings will be there in late 2012 and in 2013 to guarantee a much higher stock price! Many credible analysts are still projecting a conservative $4/share EPS for 2013 for MCP with low REE prices. Also, Wall St STILL has no clue MCP is WAY MORE than just a mining company!

[WallStForMainSt]

@MsH1h1h1h1- People don't have to buy and hold forever on stocks. Your comment indicates, you know very little about how the stock market really works. Run the valuation numbers on Molycorp and look at potential top and bottom line growth for the next 18-24 months. The projections are as good as any company its size listed on the NYSE. Management only needs to execute the plan now. The growth strategy is there! The stock will be back over $80/share again probably sometime in 2013

[cfini72]

I know you have seen what's going on in China and the WTO???

peace

[WallStForMainSt]

@cfini72- China is winning this battle. Large American and Japanese technology firms are moving even more of their factories over to China so they get easier and cheaper access to REEs. The REE market is not a free market and will not be one until at least 2016 when there is much more supply available from different sources globally and there are more people globally trained how to separate, process, refine and innovate with the REEs.

[zcarenow]

Jason, What other sectors are in its infancy like REE sector. I missed out on Quest Rare Metals when it was like .02 cents 2 yrs ago.

[WallStForMainSt]

@zcarenow- Graphite sector and manganese

[muttonbuster]

Oh Sweet Jesus, it's that goofy looking guy from Seeking Alpo!

[simplelife008]

lol fatass

[WallStForMainSt]

@zcarenow- Yes. Mining REEs is actually the easiest part of the entire operation. Proper metallurgy and separation of the ore body without screwing up the REE concentrate before they are turned into REE metals and then REE alloys and then turned into permanent Neodymium Iron Boron Magnets is all very difficult. Batches of supply can easily be ruined all along the way up the refining process before it ever becomes a magnet. That's why I think a company like Neo Material Technologies is good too

[zcarenow]

Jason, can you explain the REE process for newbies. How they take the deposits and process it? The overall process of this sector and critical/heavy elements . I think alot of people are trying to understand how this all works. Thanks.