Neo Material Technologies Inc.

NEM-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about NEM-T

Signal
Opinion
Expert
TOP PICK
TOP PICK
August 17, 2011
Rare earth. Got everything you are looking for. Quarter was so good that people are asking if it is for real. 4x 2012 earnings. Great management, diversified revenue base. His number 1 stock out of 200 he tracks.
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Rare earth. Got everything you are looking for. Quarter was so good that people are asking if it is for real. 4x 2012 earnings. Great management, diversified revenue base. His number 1 stock out of 200 he tracks.
DON'T BUY
DON'T BUY
August 5, 2011
A solid company, but are at risk of China's export quotas changing. This would be his concern at the current time. They only make their margins on exported material.
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A solid company, but are at risk of China's export quotas changing. This would be his concern at the current time. They only make their margins on exported material.
COMMENT
COMMENT
May 25, 2011
In rare earth sector, this is his choice. A lot of volatility in this sector. Not making a huge bet on this. Be prepared for a rollercoaster ride.
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In rare earth sector, this is his choice. A lot of volatility in this sector. Not making a huge bet on this. Be prepared for a rollercoaster ride.
PAST TOP PICK
PAST TOP PICK
March 15, 2011
(Top Pick Mar 18/10, Up 73.56%) 19% of rare earth magnets are sold into Japan, so there is concern about an impact on sales. Costs are going up for raw materials faster than they can crank up their prices. Margins are going to get squeezed. Recently reduced position but will buy back in a month or two.
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(Top Pick Mar 18/10, Up 73.56%) 19% of rare earth magnets are sold into Japan, so there is concern about an impact on sales. Costs are going up for raw materials faster than they can crank up their prices. Margins are going to get squeezed. Recently reduced position but will buy back in a month or two.
TOP PICK
TOP PICK
December 9, 2010
(A top Pick Nov 17/09. Up 62.16%.) Rare earth. One product is neodymium to make computer hard drives and magnets for cars. A lot of free cash flow. Huge opportunity in the Patinga mines in Brazil.
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(A top Pick Nov 17/09. Up 62.16%.) Rare earth. One product is neodymium to make computer hard drives and magnets for cars. A lot of free cash flow. Huge opportunity in the Patinga mines in Brazil.
HOLD
HOLD
November 24, 2010
Rare earths. Stock price fully reflects outlook, which is very positive.
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Rare earths. Stock price fully reflects outlook, which is very positive.
BUY
BUY
November 15, 2010
Rare earth miner and producer with most of their assets in China. Likes the business model and are able to capture a lot of margins.
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Rare earth miner and producer with most of their assets in China. Likes the business model and are able to capture a lot of margins.
PAST TOP PICK
PAST TOP PICK
September 10, 2010
(A Top Pick Sept 15/09. Up 10.3%.) Makes rare earth, especially neodymium for high intensity magnets for tiny hard drives. China has largest location for this but looking at limiting exports. Gigantic cash flow generation with good profit margins.
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(A Top Pick Sept 15/09. Up 10.3%.) Makes rare earth, especially neodymium for high intensity magnets for tiny hard drives. China has largest location for this but looking at limiting exports. Gigantic cash flow generation with good profit margins.
PAST TOP PICK
PAST TOP PICK
June 25, 2010
(A Top Pick Nov 13/09. Down 14%.) Rare earth materials company. Now range bound and it's back to its lows. The range is in is still well above the point where it blasted off from. When it breaks out again, they can make another large gain. Watch.
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(A Top Pick Nov 13/09. Down 14%.) Rare earth materials company. Now range bound and it's back to its lows. The range is in is still well above the point where it blasted off from. When it breaks out again, they can make another large gain. Watch.
TOP PICK
TOP PICK
March 18, 2010
Uses neodymium, a rare earth material to produce high-powered magnets, which are used in computer/cell phone applications as well as automobiles. Earnings $.18 in 09 growing by almost 80% to $.33 in 2010.
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Uses neodymium, a rare earth material to produce high-powered magnets, which are used in computer/cell phone applications as well as automobiles. Earnings $.18 in 09 growing by almost 80% to $.33 in 2010.
TOP PICK
TOP PICK
November 17, 2009
Makes neodymium for high-strength magnets. Keen on Netbook sales because Intel decided to limit memory and screen size with flash drive but users wanted to store a lot. Expect 40 million net books to be sold in the coming year. 12.8X PE for 2010.
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Makes neodymium for high-strength magnets. Keen on Netbook sales because Intel decided to limit memory and screen size with flash drive but users wanted to store a lot. Expect 40 million net books to be sold in the coming year. 12.8X PE for 2010.
TOP PICK
TOP PICK
November 13, 2009
Manufactures precision magnetic products out of rare earth materials. A smaller company so will be more volatile so look for a correction before buying and try to get at a round $4.
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Manufactures precision magnetic products out of rare earth materials. A smaller company so will be more volatile so look for a correction before buying and try to get at a round $4.
TOP PICK
TOP PICK
September 15, 2009
Makes dinium (?), rare earth mineral that is used in small high intensity magnets for things such as hard drives in notebooks and automotive uses (power windows, power seats). In the top 2% of his database. 12.5 PE. Cheap.
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Makes dinium (?), rare earth mineral that is used in small high intensity magnets for things such as hard drives in notebooks and automotive uses (power windows, power seats). In the top 2% of his database. 12.5 PE. Cheap.
HOLD
HOLD
July 8, 2008
(Market call minute.) Disappointed in how the stock has done. Revenues may be slower growing than he thought.
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(Market call minute.) Disappointed in how the stock has done. Revenues may be slower growing than he thought.
BUY
BUY
May 28, 2008
Chinese company trading in Canada. Industrial powders used in technology consumer products like hard drives, etc. Not expensive at 12X earnings. Good growth. Fear is that if there is a slowdown in the US it might hurt sales. Good technology.
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Chinese company trading in Canada. Industrial powders used in technology consumer products like hard drives, etc. Not expensive at 12X earnings. Good growth. Fear is that if there is a slowdown in the US it might hurt sales. Good technology.
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