Stockchase Opinions

Veronika HirschNeo Material Technologies Inc.NEM.TOHOLDMar 09, 2012

There are still issues. The China issue, the market is always worried about assets in China. Thinks there is a better chance that someone else comes in and buys it. Doesn’t look fully priced to her based on how unique it is.
$10.94

Stock price when the opinion was issued

misc industrial products
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BUY
Companies are always selling to companies and we can’t always question it. He hoped there would be a little more of a bid on it. The Chinese actually need it. There are very few moly-processing facilities and this is one.
HOLD
Getting taken over and you might as well the takeover price.
HOLD
Rare earths. If you own, your patience will be rewarded. Trading back at the higher end of its range. Expect it will be a takeover down the road by one of the big mining companies. Expect it will end up at $13-$14 a share minimum.
COMMENT
Rare Earth. There has been a big bounce back in the space. There is resistance at the $8 range. The downtrend has been broken. Would like to buy it at above $8. This is one of the areas that has started to move up. If you own, put a Stop in at $7.50.
DON'T BUY
Rare earths from large dumps of abandoned material. Great way to play a long time growth story. Hasn’t done a lot over the last year. Good business model and well run. Wouldn’t be too aggressive on this at the moment.
BUY
Market Call Minute: Extremely competent.
BUY
Love’s the company. Can’t believe how cheap this company is. You are going to wake up one day and one of the major mining companies is going to buy it up. It is about as undervalued as you can find them.
DON'T BUY
Rare earths focused on the China market. Haven't followed this one that closely. His concern with companies whose assets are largely predicated on Chinese demand, it is hard to verify what is going on.
COMMENT
Rare Earth sector is tough right now. There are all kinds of signals that China's growth is slowing so is the demand going to come off. Prefers precious metals rather than technology metals at this time.
TOP PICK
Rare Earth. Making a huge amount of money and has a great balance sheet. Diversifying into other areas. Very cheap. When the gloom lifts, this stock should go to $15 very quickly.
TOP PICK
Actually making money through rare earths. Supply a lot of electronic companies and people who make smart phones as well as for automotive parts. Last 3 quarters they have blown away all consensus estimates. Will probably earn $1.40 this year. 6-7 times earnings. Good visibility.
TOP PICK
Produces neodymium, guts of rare earth magnets. Involved in bonded magnets, which are cheaper than centered magnets. Rare earths have gone up significantly by a factor of 4% in the last year. Earnings expected to be $1.46 compared to $.45 last year. Risk is the quota system that China has on rare earths