Commerce Resources: Faktenthread + TA + News

So far however, documented2 advanced-stage exploration projects in Europe exist only in Greenland (Kvanefjeld) and Sweden (Nora Kärr), with additional smaller early-stage exploration projects being active in a number of European countries. Translating such exploration projects into actual rare earth mines in Europe requires however making a strong case for their economic viability against the background of an uncertain outlook for global demand, supply and prices for rare earths. It also requires considerable capital investment into the development of these projects (810 M$ for Kvanefjeld, not including REE separation and 290 M$ Cdn for Norra Karra, also without a REE separation plant). Also scalable metallurgical processes need to be developed for cost-effective processing of individual ores

The issue of separation of rare earths is of particular importance to developing European supply. Separating concentrates into individual rare earths is technically challenging, costly and has a significant environmental footprint. The question whether rare earth mining projects embark on developing their own separation plants or cooperate with existing facilities is therefore a particularly salient one. Such advanced separation facilities currently exist in France and Estonia and overseas in China, Japan, Malaysia and the US. The existing facilities in Europe currently rely on the supply of concentrates from China and other minor producers (such as the US and Russia).

http://ec.europa.eu/enterprise/policies/...facts-figures/index_en.htm  

Peter Griffin asked Gareth Hatch:
"the big deal is to perform the extraction of rare earth from weird minerals such as eudyalite or pyrochlores...rather than separating the heavies from a nice 99% HREE carbonate ? …."

http://www.techmetalsresearch.com/2012/03/...re-earth-projects-index/  

Solvay’s toll refining services redirect the downstream rare earth dream
Posted on April 10, 2014 by Jack Lifton
- See more at: http://investorintel.com/rare-earth-intel/...ed/#sthash.NT8tfDCi.dpuf

Al on September 24, 2014 at 1:29 AM said:
Good insight into the other side of the equation Jack. Having REEs in a previously processed mineral is more important economically and practically than most Juniors want to confess. They show % HREO not CREO and negate minerology. Even if you manage to produce a RE Concentrate of a mixed RE carbonate it still needs to process economically. Remember Rare Earths are not Rare, just extremely difficult to process. Looking for a RE company that near producing a PLS from a 44% concentrate (97% mass pull) read up on Commerce Resources CCE.V.
ROM 1.88% TREO – large homogenous resource. Low Th, Fl possible biproducts , simple flow sheet.

Mail von CG dazu:
Additionally, and back to the world of the REE’s, there have been two deals announced very recently and both of them need to be looked at in detail to see that they are a0 not the kind of deals that we are looking for, even if they are b) with well-respected companies who would be and are, viable JV partners still for us with the Ashram.
I am speaking about the “tolling” agreement between the Solvay Group and Avalon Rare Metals (TSX V – AVL), and then the MOU that was just announced last week between the world’s largest producer and processor the REE’s – China Non Ferrous Company – and Greenland Minerals (ASX – GGG).
These two deals are very similar in that a) there is no money coming from the major to the junior, and that b) if there is any money to be flowing, that it actually will go the other way around – that the junior will be paying the major to try to process their feed stock.
Again I will state very emphatically, that these are not deals that we are looking for, or would sign onto.  

Bin ich aus Versehen auf die falsche Seite gekommen,oder warum ist hier alles Englisch?
Finanzen.Net ist doch deutsch...oder?Ich befürchte die meisten sind des Ausländischen nicht mächtig.Also weiter bitte in unserer Muttersprache!
Mfg.ich
 

http://mobile.tmxmoney.com/quote/charts/...;chtype=FinancialAreaChart

 

Der Geldfluss rot zeigt das Geld die Aktie verlässt!  

 

Eudyalite for Sticklers? No Way! (Stickler - Pedant

merlion on October 15, 2014 at 6:41 PM said:
Thanks Jon for the very good read.

My (not inconsiderable) experience in German Industry led me to understand that the German Engineer, the German Procurement Manager and the high-performance German Automobile require the right inputs. Make that ‘Dead Right’ inputs. They’re Sticklers! All of them.

Computers come to mind. If the input is garbage. So too, is the output.

And so it is with mineralogy. You may have done convincing reproducible lab work, but when the plant is built and the key is turned, you need output that will deliver convincing purity. All day, every day.

Prof. Dudley Kingsnorth went to Berlin in April 2012 and addressed the Deutsche Rohstoffagentur (= German Resources Agency) on the delicate balancing act of the rare earths industry.

Slide 27 of his presentation had this to say on the importance of mineralogy:
# Essentially 4 minerals have been processed over the last 50 years
# A new process could take 10-15 years to develop
# Finding US$1B for a new process will not be easy

I submit the German Rohstoffallianz might further specify: “Has the mineralogy been fully understood and applied for decades and does the mineral resource offer amenable processing that guarantees reproducible purity on scalable and economic bases.”

An amendment to point #6 to enunciate the need for time-worn proven metallurgy would be desirable. As you put it, “Almost non-existent remaining technical … risk” won’t satisfy the sticklers mentioned above in the first paragraph. And those sticklers will happily pay a premium for pure reliable product and guaranteed delivery on schedule.

http://investorintel.com/rare-earth-intel/...es/#sthash.TfbkIPrN.dpuf  

dafür das du mich auf deinen thread aufmerksam gemacht hast-wenigstens bist ein verbliebener kämpfer der im ganzen internetmüll grossflächig nach informationen suchen will und dies hier zusammenträgst. natürlich dumm das der eröffnungspost sofort wieder negativ bewertet wurde...  

Hab dir ne Boardmail geschickt;-)  

George Soros Holdings

George Soros holdings have to be made public but not until up to 6 months after the fact. As of June 30, 2014, funds managed by George Soros at Soros Fund Management were valued at $13.2 billion. During the quarter, Soros had 363 total positions.

       TAS§Tasman Metals Ltd 0.87 others 57.815 1666666 1,600000$   O

http://stockmarketgenius.net/george-soros/george-soros-holdings/

Soros Fund ... 1.7M $1,609,324 2.5% owned of outstanding shares

http://apps.cnbc.com/...=US&uid=stocks/ownership&symbol=tsm.v  

Tasman hat..... Eudialyt

freethinking on October 16, 2014 at 12:39 PM said:
and what is the Mineralogy of Jons 3 developer picks:-

Arafura Resources……. Apatite / Allenite / Cheralite

Rare Element Resources ……… Bastnesite / Synchysite / Monazite

Quest Rare Minerals ……. Pagmatite / Aplite

Bastnasite, Monazite and Xenotime (and Ionic Clays – China) are the only minerals that have been mined commercially to produce REEs

The chemical composition of these 3 minerals is far simpler than most others, allowing for a simpler process to be designed and mplemented.

This has a direct bearing on recoveries as does the liberation size which if too fine, is not amenable to yielding high concentration grades.

Jon it’s good to see that exotic mineralogy and high capital expenditures proposed by both Arafura and Quest, have not dampened your enthusiam.

Jon I have a question for you …. how do you think Arafura will raise the money required to complete their bankable feasibility study, and has it ever occured to you that if a company cannot raise the capital merely for the bankable feasibility study, then what are the likely chances of raising capital expendiure for project development?

- See more at: http://investorintel.com/rare-earth-intel/...-evolves/#comment-350595

 

... was hat es mit dem Eudialyt auf sich???

Smy  

Worauf wird die halbe Milliarde gesetzt? Auf Eudialyte die noch nie komerziell separiert wurden, Tag für Tag immer gleich und tausende Tonnen im Jahr. Oder auf Bastnasite, Monazite und Xenotime die von Rhodia seit fast fünf Jahrzehnten separiert wurden? Kaufen die Chinesen Feedstock aus Eudialyt? Soros setz auf Eudialyt. Und du? Ich halt dagegen;-)  

suche ich eben: Ist die Metallurgie von Eudialyt überhaupt schon geknackt? Beherrscht Solvay/Rhodia die Technologie? Oder ein anderes Unternehmen? Das wäre schon interessant, denn Eudialyt enthält einen hohen Anteil an HREEs.

Gruß, Smy  

Ist die Metallurgie von Eudialyt überhaupt schon geknackt? Gute Frage. Eine Metallurgie ist dann geknackt wenn im kommerziellen Stil tausende von Tonnen jährlich zu immer gleich bleibenden Endprodukten separiert werden können. Das kann 10  Jahre dauern bis die Verarbeitungsschritte passen und ne Milliarde verschlingen. Soll man unter diesen Voraussetzungen Eudialyt separieren. Bastnesite, Monasite und Xenotime werden seit 50 Jahren separiert weil sie einfacher im Aufbau sind und die Separation dadurch relatv einfacher wird. Desshalb arbeitet Rhodia mit Bastenite, Monasite und Xenotime und nicht mit Eudyalite. Die Chinesen auch nicht. Also eine Insellösung für Eudialyt für eine Seperation im kommerziellen Stil für Tasman entwickenl, weil Tasman sagt wir können Eudialyt im Labor separieren? Wer will die Zeit und Kosten riskieren? Glaub ich nicht, wird sich jetzt entscheiden ob alle die Explorer mit exotischen Mineralien, die vorher noch nicht kommerziell separiert wurden vonner Bildfläche verschwinden. It' showtime Georgy;-)  

Of a more amorphous nature are the LOIs that have been signed with ThyssenKrupp and a South Korean multinational as potential off-takers. These companies are also assisting in commercialization of the end-product through German and Korean government debt schemes.

- See more at: [url]http://investorintel.com/rare-earth-intel/...hash.ZVwEdTRK.dpuf[/url]

Dazu Gavin Lockyer, Managing Direktor, Arafura:

2. The processing route (again outlined in all our public documentation) is to mine, beneficiate and process the ore to a mixed rare earth product in Australia which is then shipped to an offshore facility co-located with relevant raw material suppliers ie: HCl and NaOh for downstream processing into the products mentioned above. For the purposes of NPV and CAPEX/OPEX figures we have utilised the Gulf Coast USA as a basis. These costs (including the separation plant) are all considered in the numbers we have released to the market. These products will be available for our customers globally.

Kosten des Projekts 1,2 Milliarden$  

Commerce Resources flow-through, NFT private placement


Finders' fees:  Secutor Capital Management Corp. received $352,690 and 383,801 non-transferable warrants. Marquest Capital Markets received 383,801 non-transferable warrants. EMD Financial Inc. received 121,875 non-transferable warrants. Caldwell Securities received 121,875 non-transferable warrants. Accilent Capital Management Inc. received 4,900 non-transferable warrants. Canaccord Genuity Corp. received $26,000 and 26,250 non-transferable warrants. Each warrant is exercisable at a price of 24 cents per share for an 18-month period.

Sind ja ne Menge Firmen beteiligt gewesen. Haben die alle auch selber Aktien von CCE gekauft? Kann da jemand was zu schreiben?  

http://www.stockwatch.com/News/Item.aspx?bid=Z-C:CCE-2218619

 

Auch Matamec will REEs aus Eudialyt gewinnen:

"Matamec's filing of the first feasibility study technical report for a heavy rare earth project outside of China is an important milestone for the Company and the rare earth industry," said Andre Gauthier, President and CEO of Matamec. "With the second pilot plant well underway, the team is working on building stronger economics for the Kipawa project which we look forward to communicating to shareholders once finalized. Having developed one of the most advanced heavy rare earth projects built around the unique Kipawa deposit with validated economics has allowed the Company to more aggressively approach financial investors."

Building Stronger Economics for the Kipawa Project by Executing the Following:

1) Second Pilot Plant - Started beneficiation testwork September 24, 2013

--  Some overcapacities were built into the conservative design, but it
   could be reduced during the detailed engineering, pending the pilot
   plant results. The second pilot plant will also help to confirm
   improvements in regards of recovery rates.

2) Increased Production Capacity - Presently evaluating different production levels from 3,653 tpa used in the FS to 5,072 tpa of concentrates used in the PEA

--  Depending on the RE market conditions, it will be important to continue
   the evaluation and confirm the final production scenario in order to
   optimize the IRR before detailed engineering.

http://www.finanznachrichten.de/...v-heavy-rare-earth-project-256.htm

Stephan Bogner:
Warum ist es so wichtig, eine Lagerstätte mit REE- Mineralen zu besitzen, die historisch gesehen bereits erfolgreich verarbeitet werden konnten?
Weil ansonsten muss ein komplett neuer Metallurgie- Flowsheet entwickelt werden, der beweisen muss, auf kommerzieller Ebene einsetzbar zu sein – typischerweise ein zeitraubendes und einschläferndes Unterfangen, denn im REE-Bereich ist dies schlicht und ergreifend meist nicht möglich.

2011 schloss Matamec mit Toyota ein Joint-Venture...Bis heute investierten beide enorme Geldmittel, um einen Weg zu finden, ihre jeweiligen REE-haltigen Minerale und Gesteine (Matamec: Eudialyt) rentabel zu verarbeiten – bis heute ohne echten Erfolg, da ihre Mineralkonzentrate mit weniger als 10% TREO in der Falle zu stecken scheinen.

http://www.rockstone-research.de/research/...oneREEupdate6deutsch.pdf

Schaut man auf Finanznachrichten bei Matamec vorbei, sieht man ne Menge trading halts aber keine News, dass sich seit 24. September 2013 ihre Gewinnungsrate aus Eudialyt erhöht hat. Kurs fiel in langjährigem Abwertstrend auf 0,05cad  

 

Hat ein JV mit Toyota geschlossen, 51/49%, dafür hat Toyota 16 M $ für die PFS bezahlt.

Ferner gibbet das hier:
In the decree of March 5th, the government of Quebec highlights the economic and technological importance of the Kipawa rare earths project. It mandates Investissement Quebec, through its subsidiary Ressources Quebec inc., to subscribe to $1 million CAD in Matamec equity and a minority stake of $3 million CAD in the HREE Kipawa deposit. This investment is part of an investment project of $6 million CAD in which Matamec will invest $2 million CAD.

3.10.2014 Matamec Announces a First Investment of $1,000,000 With Ressources Quebec
zum Preis von 0,06Cad die Aktie

Wat soll man da sagen?!  

gegen eine 10% NPI- Royalty:

http://www.stockhouse.com/news/press-releases/...h-trecan-in-the-hree

Smy  

Confidence of Lynas’s financiers to signal a more profitable change for the rare earths sector?

Lynas Corp has announced it will raise prices for its neodymium-praseodymium Nd-Pr compound as well as overall prices starting in January 2015 in three different pricing tiers with the increases ranging from 8-20% in order to allow customers to “better manage their raw material inventories.” Lynas will also introduce new products including separated Nd, Pr and LCP (Lanthanum, Cerium, and Praseodymium). The new materials offer customers a better variety of than what even the Chinese producers have been putting on the market. Lynas said that magnet producers have preferred to base their formulations on the Nd-Pr combination rather than Nd alone in order to cut costs. Given the atomic proximity of Nd and Pr, these two rare metals share many characteristics and many Chinese companies no longer even offer the two elements separately. Some industries, such as glass and ceramics, do need separated neodymium and praseodymium oxides and the shortage of supply from China has led to price increases, prompting Lynas’s strategy. Could the confidence of Lynas’s financiers be a sign of more profitable change for the rare earths sector in general?

[url]http://investorintel.com/rare-earth-intel/...ting-license-lamp/[/url]

Lynas will nächstes Jahr die Preise erhöhen.  

The primary commercial interest at the site is targeted towards oxides as well as further niobium and tantalum deposits within the intrusive pipe of the Mount Weld carbonatite...

http://en.m.wikipedia.org/wiki/Mount_Weld

The Ashram Rare Earth Element (REE) Deposit is a carbonatite within the Eldor Property.
Ach un Tantal un Niob solls da auch geben.

http://www.commerceresources.com/s/...eralization-at-the-Ashram-Ra...