稀土概念在破灭中再生？ - 未名空间MITBBS历史存档

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稀土概念在破灭中再生？

稀土概念在破灭中再生？# Stock

q*u2011-01-20 08:01

1 楼

中国控制了百分之九十以上的全球稀土供应？
中国已经严格战略控制开采出口储备稀土啦？
所以前一段时间的全球稀土概念热大有点基础？
不过稀土概念潮的太热火啦？
稀土概念暂时破灭一下？
也很健康啊？
稀土概念应该在暂时破灭中再生？
一点胡话？
是不？

l*g2011-01-20 08:01

2 楼

胡哥，银子挂了??我很受伤

j*r2011-01-20 08:01

3 楼

精神病医院门又没有关好?
脑残?
家里是农村户口?
出国签证拿到之后兴奋?
炒股票亏大了?
HL跌出屎?
吃屎吃出瘾?
MCP又买错了?
60岁的时候还在炒股装疯?

【在 q********u 的大作中提到】

: 中国控制了百分之九十以上的全球稀土供应？
: 中国已经严格战略控制开采出口储备稀土啦？
: 所以前一段时间的全球稀土概念热大有点基础？
: 不过稀土概念潮的太热火啦？
: 稀土概念暂时破灭一下？
: 也很健康啊？
: 稀土概念应该在暂时破灭中再生？
: 一点胡话？
: 是不？

l*g2011-01-20 08:01

4 楼

楼上这个太过份了啊，人家只是发表一下自己看法而已，我觉得胡哥经常说得很对

j*r2011-01-20 08:01

5 楼

经常很队但是从不赚钱?
HL已经低于买入价?
巴金输得更惨?
2009年赚的永远无法弥补2008年的亏?
2010年赚的在2011年1月全部吐出?
装疯卖傻有市场?
60岁装B更显峥嵘?
村长背书=曾经是农村户口没见市面？
到美国20年没买房只有股票账户=成功？
秋月好歹有住房？

【在 l********g 的大作中提到】

: 楼上这个太过份了啊，人家只是发表一下自己看法而已，我觉得胡哥经常说得很对

q*u2011-01-20 08:01

6 楼

我也是？哈哈哈？

【在 l********g 的大作中提到】

: 胡哥，银子挂了??我很受伤

q*u2011-01-20 08:01

7 楼

本胡想想没有任何MCP的仓位？HL一点点而已？美股大调整也很健康啦？哈哈哈？没有
好的享受博爱股
市的心态如何生活生存啊？去年也是一月大跌调整？后来还是涨上去啦？是不？

【在 j*********r 的大作中提到】

: 精神病医院门又没有关好?
: 脑残?
: 家里是农村户口?
: 出国签证拿到之后兴奋?
: 炒股票亏大了?
: HL跌出屎?
: 吃屎吃出瘾?
: MCP又买错了?
: 60岁的时候还在炒股装疯?

j*r2011-01-20 08:01

8 楼

在文学成被封是因为很2？
脑残永远无极限？
离开社包金还有7年？
装傻充愣很好很强大？
言论自由?

【在 q********u 的大作中提到】

: 我也是？哈哈哈？

q*u2011-01-20 08:01

9 楼

谢谢指责讽刺啊？本胡想想一九九七年最低价卖过一个房子？到现在还持有啦？炒股有
赢有输？最关键
还是享受博爱股市的心态啊？是不？哈哈哈？

【在 j*********r 的大作中提到】

: 经常很队但是从不赚钱?
: HL已经低于买入价?
: 巴金输得更惨?
: 2009年赚的永远无法弥补2008年的亏?
: 2010年赚的在2011年1月全部吐出?
: 装疯卖傻有市场?
: 60岁装B更显峥嵘?
: 村长背书=曾经是农村户口没见市面？
: 到美国20年没买房只有股票账户=成功？
: 秋月好歹有住房？

K*n2011-01-20 08:01

10 楼

你能不能不要用问号了，看得人好心烦，说点正常话没关系吧.

【在 q********u 的大作中提到】

: 谢谢指责讽刺啊？本胡想想一九九七年最低价卖过一个房子？到现在还持有啦？炒股有
: 赢有输？最关键
: 还是享受博爱股市的心态啊？是不？哈哈哈？

w*s2011-01-20 08:01

11 楼

胡总，昨天晚上国宴吃的好吗？
是不是吃的高兴了把稀土的事情松了口表示友好了？

【在 q********u 的大作中提到】

m*l2011-01-20 08:01

12 楼

再等等

q*u2011-01-20 08:01

13 楼

本胡想想没资格没本事吃啥国宴啊？还是自己家里的饭菜好吃啊？哈哈哈？

【在 w******s 的大作中提到】

: 胡总，昨天晚上国宴吃的好吗？
: 是不是吃的高兴了把稀土的事情松了口表示友好了？

q*u2011-01-20 08:01

14 楼

高论？再等等？谢谢？

【在 m******l 的大作中提到】

: 再等等

m*l2011-01-20 08:01

15 楼

目前稀土炒过一波了，所以要等等。
中国提供了几乎全世界所有的稀土供应，不管是中国的稀土质量不合格，还是国外其他
公司也将出口稀
土，稀土做长线还是不错的。当大家的热度凉下来了，就是再次进入稀土的最好时机。
可以考虑LYSCF或者REMX更安全。
免收包子。哈哈。

【在 q********u 的大作中提到】

: 高论？再等等？谢谢？

q*u2011-01-20 08:01

16 楼

谢谢无私博爱奉献？您老真是个大牛好人啊？赞一亿个？

【在 m******l 的大作中提到】

:
: 目前稀土炒过一波了，所以要等等。
: 中国提供了几乎全世界所有的稀土供应，不管是中国的稀土质量不合格，还是国外其他
: 公司也将出口稀
: 土，稀土做长线还是不错的。当大家的热度凉下来了，就是再次进入稀土的最好时机。
: 可以考虑LYSCF或者REMX更安全。
: 免收包子。哈哈。

m*l2011-01-20 08:01

17 楼

免了，哈哈哈。

【在 q********u 的大作中提到】

: 谢谢无私博爱奉献？您老真是个大牛好人啊？赞一亿个？

q*u2011-01-20 08:01

18 楼

您老的形象太有点严肃啦？哈哈哈？

【在 m******l 的大作中提到】

:
: 免了，哈哈哈。

Y*r2011-01-20 08:01

19 楼

From FA point of view, the rare earth stocks here are all bubbles

m*l2011-01-20 08:01

20 楼

time but
still
shortly
about
they can
lot of
happen to
LYSCF will go to production this year soon.
what about the quality of the rare earth produced by China?
That's why I recommend REMX (rare element ETF).

【在 Y****r 的大作中提到】

: From FA point of view, the rare earth stocks here are all bubbles

Y*r2011-01-20 08:01

21 楼

the purpose of my post is not to say that you can't buy RE stocks but
to point out their shaky fundementals so that less people will get burned
"LYSCF will go to production this year soon"
how you define production? dig some dirt out of the ground?
after you dig the dirt out, the percent of RE is only around 2% (or less),
RE from sites in the United States are so called "light" RE in that they
concentrated in Lan Shi series, RE from baotou china
has more "heavy" RE in them (such as Ytrium), light RE are not useful
other places on this planet that has known RE deposits are South Africa,
Russia, vietnam(!!), russia keeps their RE info a secret. I will not be
surprised if they discover something in canada, australia/south america
tomorrow but as today there is nothing, there was an announcement in
afganistan not long ago though
The extraction of RE from its ores are very very polluting and energy costly
--much worse than a gas refinary,I just don't see it can happen here in the
states
bottom line is china in the future 10 -20 years are still the only source of
RE

m*l2011-01-20 08:01

22 楼

burned
less),
go to read their quarterly report yourself..
http://www.lynascorp.com/content/upload/files/Q4_2010_Quarterly
_FINAL_FINAL.pdf
you can see so far.. 20 yrs.

【在 Y****r 的大作中提到】

: the purpose of my post is not to say that you can't buy RE stocks but
: to point out their shaky fundementals so that less people will get burned
: "LYSCF will go to production this year soon"
: how you define production? dig some dirt out of the ground?
: after you dig the dirt out, the percent of RE is only around 2% (or less),
: RE from sites in the United States are so called "light" RE in that they
: concentrated in Lan Shi series, RE from baotou china
: has more "heavy" RE in them (such as Ytrium), light RE are not useful
: other places on this planet that has known RE deposits are South Africa,
: Russia, vietnam(!!), russia keeps their RE info a secret. I will not be

Y*r2011-01-20 08:01

23 楼

looks like a bunch of bull crap to me .........

Y*r2011-01-20 08:01

24 楼

do you have the least idea of how they get RE anyway?
to give you a bit of background info ...... I followed my parents when I was
in middle school from baotou to jiangxi to shandong, whereever they wanted
to set up a RE plant, my parents designed those plants -- for people who
wanted to involve in this business to make some money
don't be fooled by a few nice pictures, until they disclose their
patents on RE extraction (do they have one?) they are just a bunch of fake

D*92011-01-20 08:01

25 楼

how about GREAT WESTERN MINERAL(GWMGF.PK)

k*n2011-01-20 08:01

26 楼

people on stock board do not care these techinical details
what they care is how market would speculate on this sector
Have your parents make a lot money from RE stocks?

was
wanted

【在 Y****r 的大作中提到】

: do you have the least idea of how they get RE anyway?
: to give you a bit of background info ...... I followed my parents when I was
: in middle school from baotou to jiangxi to shandong, whereever they wanted
: to set up a RE plant, my parents designed those plants -- for people who
: wanted to involve in this business to make some money
: don't be fooled by a few nice pictures, until they disclose their
: patents on RE extraction (do they have one?) they are just a bunch of fake

z*k2011-01-20 08:01

27 楼

Mesocool
对MCP怎么看

Y*r2011-01-20 08:01

28 楼

that is why I said " I am not saying that you can't buy these stocks" as
long as you can find a bigger fool you can make money, even though the stuff
you are buying are 100% garbage.
my parents are currently retired and they have little knowledge about
stocks. they are doing ok because they own a couple of apartments in
beijing, thanks for your concern

【在 k***n 的大作中提到】

: people on stock board do not care these techinical details
: what they care is how market would speculate on this sector
: Have your parents make a lot money from RE stocks?
:
: was
: wanted

Y*r2011-01-20 08:01

29 楼

REMX was set up late last year because of the RE hype, I bet it has a
sizable holding in mcp so they should mover together
once the news out that china will resume exporting RE both will plunge
I will run away from GWMGF.PK , only skilled scalpers can make money
consistently from this stock

Y*r2011-01-20 08:01

30 楼

lynas is still catagorized as a "copper" company at the aussy exchange, not
long ago xing was a cellphone company
now both are RE companies, what a surprise .......

k*n2011-01-20 08:01

31 楼

I wish the best for your parents for sure
My point in that post was that knowing technical details often has little
to do how the market will move, even in long term.
These miners/explorers are far from garbage. They have these assests in
control so at least much better than those companies only selling concepts.
Imagine you are US/Europe, do you want to be played by China like this one
more time? As long as China controls 95%+ of the RE production, China can
do this again and again. The solution would be 1) develope alternatives
2) develope own mines. Before alternatives developed, the demand for RE
will keep rising. So even China resumes exports and increases the quota,
I can see these RE companies getting government endorsement.
The real risk lies on the economy. If another recession comes, the demand
for RE would reduce quite a bit so would RE share prices.

stuff

【在 Y****r 的大作中提到】

: that is why I said " I am not saying that you can't buy these stocks" as
: long as you can find a bigger fool you can make money, even though the stuff
: you are buying are 100% garbage.
: my parents are currently retired and they have little knowledge about
: stocks. they are doing ok because they own a couple of apartments in
: beijing, thanks for your concern

m*l2011-01-20 08:01

32 楼

MCP is set for production for 2012, at least that's what they said so.
Personally I wouldn't want to buy it unless I want to do a short term
trade based on the technical.
I think RE companies outside of China would do great. I mean, this is a
long term play. I am not saying you can buy it today and make a fortune
tomorrow. but your investment will be appreciated over time.
and look at the holdings for REMX @
http://www.vaneck.com/funds/REMX.aspx. LYSCF and TC (Which is another
great company and someone on this board recommended it a while ago as
well) are its top holdings. If I remember it correctly, it reduces its
holding on MCP.
Lynas Corporation was also listed on the S&P/ASX 100 index now. They
would list a crap company to their index, right?
I wouldn't comment on XING and REE.

【在 z**k 的大作中提到】

: Mesocool
: 对MCP怎么看

m*l2011-01-20 08:01

33 楼

as
the stuff
about
Everything is crap to you unless you like it. 油工 likes NOK. Does it
mean NOK is better than AAPL. Does NOK's price is higher than AAPL? NOK
cellphone is better than iphone? I don't know. The market will make its
own decision.
People have different opinion on different things. They are just
opinions.

【在 Y****r 的大作中提到】

a*h2011-01-20 08:01

34 楼

Have to say that your english is really broken
You are wrong on lyscf
They have separation plant in Asia and will be up and running in q3 this
year
State of the art

【在 Y****r 的大作中提到】