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And this Jeremy Martin kid is unconsciously funny too - he starts out by saying
"Whenever we come to these financial conferences, people are always very interested in getting a piece of the geologist"to which I reply:
And hey, from a couple weeks ago here's Mickey with a junior mining 101 video, poor sound quality, but still useful for noobs:
And I still say he and Brent should get together and write a textbook for junior mining investors, and he's already basically got the outline worked out here so god knows why he doesn't just do it already.
And hey, from a few weeks ago, I found a big half-hour lecture by Mickey on Rare Earths:
And PS Mickey, thanks for putting all your videos up on YouTube.
Interesting.
ReplyDeleteSo if I understand Mickey Fulp correctly most of the RE in China are a byproduct of iron ore mining. What will the lower iron ore price mean for RE production?
China has been shutting down their lower-margin RE mines and steel mills. They don't want low RE or iron prices themselves, either.
DeleteThe lower iron ore price in China was a byproduct of stockpile drawdown - a kind of financing, since if you think about it a stockpile of WIP is essentially free money.
Read FT Alphaville to follow this sort of China news. Nobody else is covering it with any professionalism whatsoever. Maybe Reuters Inside Metals also, but I haven't read that in a couple weeks now so I'm not sure.
This is a good discussion from Fulp about how to analyze junior co's. It appears to be him narrating a presentation but you don't get that, just a vid of his face.
ReplyDeletehttp://www.youtube.com/watch?v=AAO5PS4hOpw&feature=relmfu