Yes seems to be much attention on minerals/metals that are not rare (Lithium, Vanadium and Graphite all to do with Electric Cars, Hydrogen Fuel Cell Cars and Energy Storage in general), but rare earths should have their day again??? (A TIP, but DYOR)
Molycorp down from US$ 74 to US$ 2.18 (+3,294% when/if it tests those 2011 highs again)
Lynas down from AU$ 2.89 to 13.5 cents (+2,123% when it goes back up, not peaked yet like Molycorp)
I prefer Lynas (LYC.AX) as may go higher than A$ 2.89? In production, 9% owned by Mitsubishi, orders go to Japan, I've been watching this one for 3 years to bottom out! May need funding, but good support at 9 cents? New CEO.
Lithium - REM seems good to re-test previous 6p, imo (but have sold some down now to divert elsewhere), but the graphites without Vanadium are a quick trade as only a $1bn market, last time deflated by China, but a large number of Chinese Graphite mines closed down in March 2014, with prices to increase soon. 10 times more graphite used in a L-Ion battery than Lithium, new Tesla car battery is width and length of the car.
Lithium - WLC seems to be held down, long and short positions by Orion Finance, this consolidation should end soon, especially as pilot production starts this fall, an advert to the world with it's 11m LCE and some strategic investors to be invited to Nevada, USA. (It's in clay same as REM)
BHP long on copper, more people more cars more tech gadgets
RIO long on lithium
Glencore long on vanadium
YRR.AX (Vanadium,+ other metals in Aus, already JORC)
TON.AX (Large flake graphite and Vanadium in Mozambique)in at 11 cents, should go to at least AU$ 1.10, (the only share I have ever tipped to my non-trader/investor friends);(JORC due early 2015); at least with neighbour (SYR.AX) now at A$5.51 from 8 cents two years ago!, with less resources (ten times smaller), but two years ahead, but they did have the Glencore rumour last week for a $1-$2bn takeover (they wanted the Vanadium), seems a large spread to me, must be false, lol. No smoke without a fire
DYOR on these metals/minerals, Aussie seem more liquid than Canadian to me, but alot of day traders,
see Hotcopper for talk on these and some charts.
I search the Whole Wide World by Wreckless Eric
Some overseas buys, while the GBP is so strong, small wagers?, DYOR.