Great Western Minerals Group (GWG.V) Buy,…

Great Western Minerals Group (GWG.V)

0.00

-0.00 (0.00%)

30 watching

PAST TOP PICK

(Top Pick Feb 1/11, Down 38.70%) Rare metals are relatively out of favour. It was a fad sector and will probably be fine later and this one could get bought later on.

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BUY

He owns the stock, but is short other rare earth companies against it. Likes this company because it is vertically integrated and that it owns some processing plants, which is where the bottleneck is in the sector. Reasonable entry point.

BUY

In partnership with the Chinese company for a rare earth project in Africa, which is scheduled to be completed soon. It's in the interests of both sides to get this done. He feels the stock could be doubled from here.

COMMENT

Rare metals space has gone a little quiet. Interesting because it has a smallish high-grade deposit in South Africa. Has also set up an operation with a Chinese company, which processes.

BUY

A favourite along with Neo Material (NEM-T) in rare earths. This one is a vertically integrated business and has the license to mine rare earths as well as technology to turn the refined ore into magnets. Could be a takeout candidate.

COMMENT

Rare earth space has been covered for some time and interest looks like it is starting to fade. Other events in the market are also crowding it out. Longer-term, is one of the better prospects. Has a smallish mine in South Africa. In partnership with a Chinese company that is expert in processing. Also has processing plants UK and US.

COMMENT

Outlook is better. You are waiting for something to get giant. Has just cut a deal with Chinese company in the separation side of business, which is rather good. Not of overriding importance.

DON'T BUY

They bought a small, high grade mine in west Africa. Timeline is probably end of summer if we consider seasonal effects. It is rare for these companies to be able to separate the minerals. It is probably not the best buy in the market.

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BUY

Rare earth in South Africa. Misunderstood company. Hitting and increasing production sooner than expected. Very strong grades.

BUY

Likes this company. Going to have production growth in some of the oxide rare earth but they also have investments in processing plants for the rare earths. In his view, that is where the rare earth bottleneck is. Probably a decent takeover target as well. He exited his holdings but still has his warrants.

WAIT

He has liked it in the past because they are vertically integrated. This is important and is where the bottleneck is in the sector. Because of what is going on in Japan, this could really take off in 6 months. Likes their deposits and their processing.

DON'T BUY

Rare Earth (she is not familiar with this one in particular): Quotas on exports of Rare earth out of China. She is not as positive on this commodity because it is a quota-related play.

BUY

Could get taken out. Just completed acquisition of a mine in Africa, which is heavy rare earth. Likes it.

TOP PICK

One of only 2 rare earth companies that presently have or near term processing capability. Recently acquired a rare earth mine in South Africa.

TOP PICK

Exceptionally cheap. Have a company in South Africa, which has the highest grade of rare earth globally. CapX is much lower than some of the others. Time to production is 2 years as opposed to 4 or 5. Will be fully integrated all the way from mining to producing magnets and will be the only fully integrated rare earth company outside of China.

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Great Western Minerals Group (GWG.V)