Ucore Rare Earth - USA braucht seltene Erden HREE

aus: International Mining | MARCH 2013

http://www.ariva.de/forum/...ltene-Erden-HREE-419233?show_form=1#form  

aus: International Mining | MARCH 2013

korrekter Link:
http://ucore.com/PROJECT%20FOCUS%20-%20BOKAN.pdf  

Jeb Handwerger:

"Near-term production is one of the many reasons why I like Ucore. In 2012, Ucore was one of the few 'Buy' recommendations that we maintained in the REE sector. Ucore recently announced a preliminary economic assessment (PEA), and there are many highlights to the project. First, Bokan may be the closest U.S.-based HREE project to production. The PEA suggests a construction timeline estimated at about three years, which includes the construction of a pilot plant. Ucore may be one of the frontrunners in the near-term race.

Ucore also released good news recently. One of the things that I've always liked about the company is the local political support. Ucore just announced that U.S. senators from Alaska, Murkowski and Begich, jointly introduced a bill in Washington to authorize construction of a road to the Bokan Mountain project. Political support is crucial because the legislative initiatives could expedite project development by the government.

Technology is also a differentiator for Ucore. The plan is to use solid phase extraction (SPE) nanotechnology. This is revolutionary and may transform the whole sector. SPE could result in lower capex by potentially having a refinery on site. SPE is a more advanced technology compared to the solvent exchange method used in China and elsewhere. Ucore has partnered with the U.S. Department of Defense and hopes to pilot this technology in 2013. An updated resource should be announced shortly. The bankable feasibility study will be based on the performance of the pilot plant. This is very exciting for Ucore and the entire industry."

Source: Alec Gimurtu of The Metals Report  (2/26/13)

www.theaureport.com/pub/na/15039  

"Rare Earth Metals (Lanthanum, Cerium, Neodymium, Europium, Yttrium, Scandium, Terbium & Other Key Elements) Market - Global Industry Analysis, Applications (Magnets, Catalysts, Metallurgy, Phosphors, Ceramics & Others), Size, Share, Growth, Trends and Forecast, 2012 - 2018"

Published Date: 2013-03-19
http://www.transparencymarketresearch.com/rare-earths.html  

posted by Justin Yarros on March 20, 2013 at 3:50pm http://americansecurityproject.org/blog/2013/...l-security-challenge/

Rare Earths and U.S. National Security

http://americansecurityproject.org/reports/2011/not-so-rare-earths-2/

 

Part 2: Specific Rare Earth Element Investments

Mar 21 2013, 12:17

Ucore Rare Metals

Ucore Rare Metals has a large project in Alaska, Bokan Mountain, that focuses on dysprosium, although they also have exposure to several other REEs as well as uranium. Most importantly, however, Ucore is the only REE company that I have researched where there is an explicit statement in their 43-101 for Bokan Mountain that there is a significant xenotime finding.

According to Jack Lifton in an interview given to The Critical Metals Report on June 19, 2012, Ucore plans to produce approximately 120 tons of dysprosium and 20 tons of terbium when Bokan Mountain commences production in (hopefully) 2016. Given current prices and the fact that Ucore currently has a market capitalization of only $50 million, Ucore shares can potentially perform incredibly well even if they can only mine half of the dysprosium and terbium that they claim to be able to. While their xenotime resource is not quantified it comprises a significant amount of a 2.6 kilometer vein (a vein is a strip of ore that mining companies focus on when extracted desired metals and minerals) that they found on Bokan Mountain, and only a small portion of this vein needs to be xenotime to provide them Ucore with thousands of tons of yttrium, thus making it an incredibly attractive investment given its current market capitalization. One issue with Ucore is that it has just over $3 million in cash and so they will almost certainly have to dilute shareholders as they develop their Bokan Mountain project.

There is one more fact to point out about Ucore that makes it an especially attractive investment. I have already mentioned that the Department of Defense has claimed that several REEs are strategic metals for America's national security. Ucore is unique in that the DoD has formed a partnership with them in order to develop their Bokan Mountain project. In an October 1st, 2012 press release Ucore states:

"The United States Department of Defense (DOD) has contracted with Ucore via the Company's US operating subsidiary Landmark Alaska L.P. to conduct a mineralogical and metallurgical study on the Company's Bokan Mountain heavy REE property in Southeast Alaska. The program, to be managed by DOD under the Defense Logistics Agency (DLA) will focus on possible development of Bokan Mountain, America's largest NI 43-101 compliant heavy rare earth resource, to meet the requirements of the Department of Defense for an ongoing supply of critical heavy REE's. Under the agreement, Ucore will provide DOD with the most up-to-date data on the Bokan project's mineralogy and proprietary bench and pilot scale Solid Phase Extraction (SPE) nanotechnology research."

This gives me enormous confidence in the company's ability to build the mine. When this announcement came out the stock went from about $0.40 to $0.60 in one day. Now the shares are under $0.33 because REE prices have fallen dramatically. While the decline is justified it has given investors another opportunity to purchase shares at an excellent price.

http://seekingalpha.com/article/...fic-rare-earth-element-investments  

Halifax, N.S., June 11, 2013
http://ucore.com/ucore-grants-incentive-stock-options-3  

Becky Oskin, LiveScience Staff Writer

Date: 11 June 2013 Time: 06:17 PM ET
http://www.livescience.com/...iveScience.com+Science+Headline+Feed%29  

Yttria dropped, making it the biggest mover on the weekly Rare Earths MMI® this week after drifting 8.7 percent. Lanthanum oxide saw a 8.5 percent drop-off this week.
However, the price of dysprosium oxide finished the week 6.2 percent higher.

The price of neodymium oxide declined 2.0 percent over the past week. After a 1.8 percent decline, cerium oxide closed out the week lower. Cerium oxide prices were off slightly, down from a week ago. The week finished with no movement for europium oxide.

Praseodymium neodymium oxide prices held steady from the previous week, as did rare earth carbonate, samarium oxide, terbium metal and others on the price index.

http://agmetalminer.com/2013/06/25/...weekly-rare-earths-prices-down/  

"Ucore Announces Augmented Results of Large Scale XRT Ore Sorting"

HALIFAX, NOVA SCOTIA -- (Marketwired) -- 06/25/13

http://ucore.com/...-augmented-results-of-large-scale-xrt-ore-sorting  

26 Jun 2013 HEFA Rare Earth Lanthanum metal ≥ 99% -13.0 15.00 -46.4% 28.00 US$/kg

26 Jun 2013 HEFA Rare Earth Lanthanum Oxide ≥ 99.5% -5.8 7.20 -44.6% 13.00 US$/kg

26 Jun 2013 HEFA Rare Earth Cerium metal ≥ 99% -10.0 15.00 -40.0% 25.00 US$/kg

26 Jun 2013 HEFA Rare Earth Cerium Oxide ≥ 99.5% -4.9 7.10 -40.8% 12.00 US$/kg

26 Jun 2013 HEFA Rare Earth Praseodymium metal ≥ 99% -15.0 105.00 -12.5% 120.00 US$/kg
26 Jun 2013 HEFA Rare Earth Praseodymium Oxide ≥ 99.5% -18.0 77.00 -18.9% 95.00 US$/kg
26 Jun 2013 HEFA Rare Earth Neodymium metal ≥ 99.5% -17.0 98.00 -14.8% 115.00 US$/kg
26 Jun 2013 HEFA Rare Earth Neodymium Oxide ≥ 99.5% -7.0 70.00 -9.1% 77.00 US$/kg
26 Jun 2013 HEFA Rare Earth Samarium metal ≥ 99.9% -15.0 40.00 -27.3% 55.00 US$/kg
26 Jun 2013 HEFA Rare Earth Europium Oxide ≥ 99.99% -100.0 2,050.00 -4.7% 2,150.00 US$/kg
05 Jul 2012 HEFA Rare Earth Gadolinium metal 99.9% -40.0 210.00 0.0% 210.00 US$/kg
26 Jun 2013 HEFA Rare Earth Gadolinium Oxide ≥ 99.5% -10.0 65.00 -13.3% 75.00 US$/kg
26 Jun 2013 HEFA Rare Earth Terbium metal ≥ 99.9% -400.0 2,100.00 -16.0% 2,500.00 US$/kg
26 Jun 2013 HEFA Rare Earth Terbium Oxide ≥ 99.5% -300.0 1,450.00 -17.1% 1,750.00 US$/kg
26 Jun 2013 HEFA Rare Earth Dysprosium metal ≥ 99% 0.0 1,100.00 0.0% 0.0% 1,100.00 US$/kg
26 Jun 2013 HEFA Rare Earth Dysprosium Oxide ≥ 99.5% -100.0 875.00 -10.3% 975.00 US$/kg
05 Jul 2012 HEFA Rare Earth Erbium metal ≥ 99.9% -75.0 275.00 -21.4% 0.0% 275.00 US$/kg
26 Jun 2013 HEFA Rare Earth Erbium Oxide ≥ 99.5% -28.0 49.00 -36.4% 77.00 US$/kg
26 Jun 2013 HEFA Rare Earth Yttrium metal ≥ 99.9% -52.0 68.00 -43.3% 120.00 US$/kg
26 Jun 2013 HEFA Rare Earth Yttrium Oxide ≥ 99.99% -5.0 45.00 -10.0% 50.00 US$/kg
26 Jun 2013 HEFA Rare Earth Scandium metal 99.9% + 500.0 15,500.00 3.3% 15,000.00 US$/kg
26 Jun 2013 HEFA Rare Earth Scandium Oxide ≥ 99.95% -100.0 7,100.00 -1.4% 7,200.00 US$/kg
26 Jun 2013 HEFA Rare Earth Mischmetal ≥ 99% -5.0 12.00 -29.4% - 17.00 US$/kg


http://www.mineralprices.com/  

Jun 17/13 Jun 11/13 Collison, Kenneth W. Direct Ownership Options 50 - Grant of options 350,000 $0.250

Jun 13/13 Jun 11/13 McKenzie, James Stephen Direct Ownership Options 50 - Grant of options 800,000

Jun 13/13 Jun 11/13 Manuel, Peter Allan Direct Ownership Options 50 - Grant of options 350,000

May 28/13 May 13/13 Collison, Kenneth W. Indirect Ownership Warrants 15 - Acquisition under a prospectus 959,000

May 28/13 May 13/13 Collison, Kenneth W. Indirect Ownership Common Shares 15 - Acquisition under a prospectus 959,000 $0.250

May 28/13 Jan 4/12 Collison, Kenneth W. Indirect Ownership Warrants 00 - Opening Balance-Initial SEDI Report
          §  
May 28/13 Jan 4/12 Collison, Kenneth W. Indirect Ownership Common Shares 00 - Opening Balance-Initial SEDI Report

http://www.canadianinsider.com/node/7?menu_tickersearch=ucu  

2013-07-03 19:18 ET - Prospectus Approved

http://www.stockwatch.com/News/Item.aspx?bid=Z-C:UCU-2085040  

08.07.2013 | 18:21

http://www.finanznachrichten.de/...-erden-auf-einstiegsniveau-398.htm  

Interview mit Jack Lifton

Author: Alec Gimurtu
Posted: Wednesday, 10 Jul 2013 by The Metals Report
http://www.mineweb.com/mineweb/content/en/...oid=197313&sn=Detail  

In Alaska, Rare Earth Discovery Pits Jobs Against Environment

New America Media, News Feature, Steve Fisher, Posted: Jul 08, 2013
http://newamericamedia.org/2013/07/...ts-jobs-against-environment.php

 

Monday July 15, 2013, 4:30am PDT

http://rareearthinvestingnews.com/...in-on-chinese-mine-closures.html  

HALIFAX, NOVA SCOTIA--(Marketwired - June 16, 2013)

http://www.marketwire.com/press-release/...sx-venture-ucu-1811533.htm  

- Goldman Sachs

Posted on July 25, 2013

RARE EARTHS: In 2016, cerium will remain as the most in demand rare earth element, with 43% per cent of sales. Lanthanum follows with a 21% share, neodymium 19%, yttrium 8%, and the rest divided up the remainder.

Goldman charts the fall in REE prices that began in the third quarter of 2011, and prices for both heavies and lights fell again in the six months to June 2013. The analysts expect limited upside in the next few years and some producers will have to operate below capacity for a period of time in order to prevent a growing surplus. “We also believe that the respective basket prices will diverge over time, with light REE trading close to cost support and heavy REE benefiting from scarcity prices,” the report continues.

In 2011, the light REE basket averaged $706/kg. In 2012 that came back to $463/kg and Goldman estimates the average for 2013 will be $232/kg. But 2014, 2015 and 2016 will not be much better, with forecasts of $243/kg over those three years. The LREE basket comprises lanthanum, cerium, praseodymium, neodymium, samarium and europium.

As for the heavy REE, the basket hit $1,027/kg in 2011, came back to $785/kg last year and will be an estimated $432/kg this year. But gradual improvement is seen: $475/kg for 2014, $499/kg in 2015 and $524/kg in 2016.Incidentally, the HREE basket is based on only gadolinium, terbium, dysprosium and yttrium; lack of pricing data meant Goldman had to exclude holmium, erbium, thulium, ytterbium and lutetium.

As for the HREE, Goldman Sachs believes that the high prices of these elements “will induce (a) additional demand destruction via thrifting and substitution in applications such as magnets and/or (b) new production capacity to come on line, assuming project developers can develop the appropriate technologies to process heavy REE deposits on a commercial basis.”

http://investorintel.com/rare-earth-intel/...hs/#sthash.z1wuwU1w.dpuf  

26 Jul 2013

Y Oxide 99.999% min China
Region
Last updated 2013-07-25

Latest
Change 7.75%

http://www.metal-pages.com/img/chart/hp/251.png  

Kingsnorth believes Rare Earth Element demand and prices to increase

Posted on July 26, 2013 by Alessandro Bruno

[url]http://investorintel.com/rare-earth-intel/...ll-double-by-2015/[/url]  

Lifton, Kingsnorth, Bird and Hatch lift Ree Market Interest

Posted on July 30, 2013 by Tracy Weslosky
http://investorintel.com/rare-earth-intel/...e-earth-market-interest/

Kingsnorth believes Rare Earth Element demand and prices to increase
http://investorintel.com/rare-earth-intel/...ces-will-double-by-2015/  

by Jack Lifton on August 1, 2013

http://www.techmetalsresearch.com/2013/08/...earths-market-2015-2020/

"I predict also that there will be several non-Chinese medium / heavy rare-earth producers that will survive and thrive, but only by moving down the supply chain, as far as they can, to reach a reproducible profitability at the lowest cost."
 

Chris Berry discusses whether recent signs of life from prices for rare earths and some rare earth mining stocks are the beginning of a sustained recovery, or just a temporary blip on the screen.

Author: Alec Gimurtu
Posted: Wednesday , 31 Jul 2013
http://www.mineweb.com/mineweb/content/en/...oid=199319&sn=Detail  

http://de.advfn.com/...icchart&s=uuraf&p=1&t=39&vol=1