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Cliffs Natural Resources Inc. Message Board

stockdude13 32 posts  |  Last Activity: Jul 10, 2016 5:45 PM Member since: Jan 4, 2013
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  • stockdude13 stockdude13 Jul 5, 2016 8:41 PM Flag

    Lynas just announced they produced 1156 tonnes Nd/Pr for Q4. This is very good news. SP reaction is favorable. Looking forward to the Q4 report later this month. 2016 will be another great year for Lynas investors.

    Sentiment: Strong Buy

  • stockdude13 by stockdude13 Jun 3, 2016 12:38 PM Flag

    Ex date 6/09
    Pay date 6/21

  • 6 July 2016
    Lynas Corporation is pleased to announce that the interest rate under the JARE senior loan facility has reduced from 6.5% per annum to 5.7% per annum as a result of the following:

    1.Exceeding Production Targets: Lynas’ NdPr production for the 12 months ended 30 June 2016 exceeded the target of 3,840 tonnes. During that 12 month period, Lynas’ NdPr production was 3,911 tonnes. This is the second consecutive 6 month period in which Lynas has exceeded the NdPr production
    target for the JARE senior loan facility.

    As detailed in Lynas’ ASX announcement dated 17 August 2015, the JARE senior loan facility specifies NdPr production targets for each 6 month period from 1 July 2015 to 31 December 2017. As a result of Lynas exceeding the second NdPr production target, the interest rate under the JARE senior loan facility has
    reduced by 0.5% per annum.

    2.Making Principal Repayments: As detailed in Lynas’ Quarterly Report released on 29 April 2016 and in Lynas’ ASX announcement dated 30 May 2016, Lynas repaid in May 2016 the principal amount of US$ 2 million that was due to be paid to JARE by 30 June 2016. In addition, during June, Lynas repaid from Lynas’
    operating cash flow into the loan facility restricted interest bank accounts the total amount of US$5.74 million (i.e. A$ 8 million at the time of draw down in April) that was used for SX5 Train 4 start-up costs. As a result of these repayments, the interest rate under the JARE senior loan facility has reduced by a further 0.3%
    per annum.

    Further details will be provided in Lynas’ quarterly report later this month.

    Sentiment: Strong Buy

  • stockdude13 stockdude13 Jun 30, 2016 4:06 PM Flag

    Silver Price Gains YTD!!!

    Closing price on January 1, 2016: $13.91
    Last close on June 30, 2016: $18.86

    Silver Price Gain YTD: 35.59%

    This is exciting asianvest!! Silver is going higher!! Look at the price gains for Zinc, holy cow!!

    Sentiment: Strong Buy

  • Reply to

    SVMLF facts

    by biospeculator2014 Jul 5, 2016 3:53 PM
    stockdude13 stockdude13 Jul 6, 2016 2:45 PM Flag

    I call BS on everything you say. You exposed yourself.

  • stockdude13 by stockdude13 Jul 8, 2016 6:17 PM Flag

    Hell of a run up. I think it's going much higher by year end.

  • stockdude13 stockdude13 Jun 9, 2016 7:34 AM Flag

    "When taxes are reduce do you think people will use some of that gain to be more competitive IE lower prices?"

    No and I assume "people" means Chinese companies and "competitive" means to compete with Lynas, I don't know with you because you are vague. Japan does not want any REO from China there is no competition. Explain how Chinese companies can lower prices from an already unprofitable price level on July 1. Surely you believe the Chinese must be thriving and doing well to be competitive. Most who follow the industry see the Chinese are struggling. Obviously, China is doing what they can to to stimulate the industry, but illegal mining still is a major force keeping prices from rising more than they should have. Demand is rising despite the oversupply, in fact China legals produce much less than world demand, but combined with illegal production puts supply outstripping demand for now.

  • stockdude13 stockdude13 Jul 1, 2016 2:55 PM Flag

    "Only the poor retail shareholders get stuck with dilution."

    Poor? Only the poor perma shorts are wishing SVM could come down more to cover the short.

  • Reply to

    The BREXIT will hit us hard today

    by magdala12345 Jun 24, 2016 6:44 AM
    stockdude13 stockdude13 Jun 24, 2016 11:02 AM Flag

    mREITs are performing as they should. There is no reason to think they would do poorly in a time of negative rates and deflation where central banks are forced to be even more accommodative. BREXIT is the real deal, no more rate hikes in the US. Must be difficult to process for those "rates are rising doomers" out there.

  • stockdude13 by stockdude13 Jul 6, 2016 9:56 AM Flag

    Ex date: 7/12
    Pay date: 7/22

  • Reply to

    SVMLF facts

    by biospeculator2014 Jul 5, 2016 3:53 PM
    stockdude13 stockdude13 Jul 6, 2016 2:09 PM Flag

    "As for ownership I GAURANTEE you I own more SVMLF than this total board combined."

    Seriously, how old are you kid? SVMLF performance is not determined by volume from the US. SVMLF is up 491% this year from the OTC exchange. Show us where it's lagging in performance compared to other junior silver miners please. SVM does perfectly fine without special representation.

  • Last October Michael Evans of the recently formed Sydney brokerage Curran & Co sent out a note on rare earths miner Lynas Corp headed “Lynas Corporation: A rare opportunity” With the price of stock at that time sitting at A$0.034, Evans put a 12-month price target on the company of $A0.10.

    Today (Tuesday) in Sydney the stock is trading at $A0.065. And Evans has a new report out, this time headed “Lynas Corporation: Primed for a record-breaking June quarter”. Now he has hiked his 12-month price target to $A0.20.

    First, the October 2015 report: it told clients that, with Lynas, there was then a potential upside of 194%. Michael Evans said Lynas’ rare earth production chain had almost entirely been de-risked from a technical perspective as the company continued to increase production from the Lynas Advanced Materials Plant (LAMP) in Malaysia.

    Lynas has been getting some good publicity of late. The Australian, the Sydney-based national daily, recently ran a report headed “Amanda Lacaze puts struggling Lynas back on track”, which charted the hard work that has gone into cutting costs and weathering the collapse in rare earth prices. It’s hard to fight the market trend, as Lacaze observed in the newspaper article, noting that “if the market price of NdPr was where it was 12 months ago we would be throwing off millions of dollars of free cash each month”.

    But if analyst Evans is right in his latest report, things are looking up at last.

    In the present June quarter Curran & Co estimates higher neodymium-praseodymium sales will be the primary driver of a 10% increase in the average realized price, while a 44% increase in production will reduce unit costs by 28%.

    The note says the expectation now is that there will be a free cash flow in the quarter ending June 30 of A$6.7 million.

  • Siemens has won a contract from J-Wind Setana to supply turbines for the 50MW Setana Osato wind farm in northern Japan.

    The deal requires Siemens to supply and commission 16 3.2MW direct-drive wind turbines, which will be installed at the site near Setana town in the east of Hokkaido Island.

    J-Wind Setana is a joint venture Electric Power Development and Hokutaku Co.

    The project is expected to start operations in 2018. Siemens will also take responsibility for the service and maintenance of the wind turbines within the framework of a long-term deal.

    Siemens wind power and renewables division CEO onshore Thomas Richterich said: "We are proud to provide our cutting edge direct-drive wind turbines to the wind project Setana Osato.

    "Our advanced technology solutions are well suited for the Japanese wind power market and will support to enhance cost competitiveness of wind power in the country."

    Siemens has installed about 200MW worth wind power projects in Japan from 1999. It received the first orders for direct-drive wind turbines in 2013 from Eurus Akita Port wind farm.

    The Germany company has also supplied 17 direct-drive wind turbines for Eurus Yurikogen wind power plant and received order for another 13 direct-drive wind turbines from Higashi Yurihara wind power plant in April this year.

  • by , Jeff Yoders on JUNE 8, 2016
    Stockpiling of rare earths by China’s six largest producers has pushed up prices over the past two months.
    Following the completion of the first stage of a national inventory-filling effort in mid-April, China’s rare earths prices have seen increases almost across the board. This stockpiling comes as China prepares to finalize consolidation of its industry under six large state-owned firms — Chinalco, Northern rare earth , Xiamen Tungsten, China Minmetals, Southern Rare Earth and Guangdong Rare Earth — by the end of this month.

    It’s a time of both stockpiling and tightening in the People’s Republic, the world’s largest producer, as a nation, of the metals used in batteries, magnets and high-tech is trying to reform both how it mines and how it sells rare earths. As we previously reported, much of the expected consolidation in China was slowed in the first two quarters by the weak market and stimulus measures that gave producers new reasons to overproduce. Now, the Chinese industry is scrambling to consolidate and force the closure of smaller producers.

    Tax Reform in China

    After July 1, China will expand its reform of resource taxes across the board and base this tax on prices instead of quantity. Authorities believe that a price-based tax would reduce tax burdens on unprofitable resource sectors (such as rare earths) and boost taxes on the more profitable sectors. The expectation is that taxes will then follow the resource-cycle.
    Our Rare Earths MMI was up 11% this month, but it was only a 2 point increase, belying how low the level that rare earths have traded in for the last year really is. The price boost can be attributed, almost entirely, to the aforementioned stockpiling.......

    Sentiment: Strong Buy

  • Reply to

    REE Prices

    by contraryj Jul 7, 2016 9:59 AM
    stockdude13 stockdude13 Jul 7, 2016 1:45 PM Flag

    "..this price drop is caused by stockpiling that took place waiting for the tax break and now this REE is hitting market,"

    TOTAL BS. Seriously, you pulled this gem straight out of your #$%$. There no way back up this claim either. Let's see if you can actually post some legitimate proof to newly stockpiled REE is now "hitting the market". lol!

    Al the very least I post factual information, nothing made up. I don't in any way try to trick people like you do.

  • stockdude13 stockdude13 Jul 10, 2016 5:25 PM Flag

    "Now I am not sure how long but my memory is you have been saying that Lynas turns the corner very soon for a very long time and the sock keeps going down minus a few spikes."

    Lets use your 18 month time period then. In the last 18 months you say Lynas investors doomed, the SP lost -11% in the last 18 months. That is 7.2 cents Jan 2015 to 6.4 cents July 2016. I would not call a -11% loss a wipe out of stockholders.

    Lynas certainly turned a corner on production output over this time period. Even been able to reduce costs of debt by meeting agreed production targets. 12 months ago the SP was about 3 cents you said it was the end for stockholders, but today it's up about 100% since your prediction.

    contraryj • Jun 24, 2015 6:25 AM
    "If the company does not release a statement soon saying they do not know why the stock is dropping and stating some facts that discount the rumors I would say the end, I have been expecting, may be near."

    When I saw this then, I was a big buyer of the stock and I believe Toly was also.

    contraryj • Nov 29, 2015 5:48 PM
    "Tell you what if Lynas doesn't go to 0.04 before August I will pay your way to Peru. Are you willing to cover other side? You see a bright future for REEs, I do to, I just see it several years away and lots of pain before."

    You have 3 more weeks to win this bet with Toly, but the stock is 60% above your target price before August. Do you believe after the Q4 report Lynas goes straight to 4 cents. Yes or No?

  • Reply to

    REE Prices

    by contraryj Jul 7, 2016 9:59 AM
    stockdude13 stockdude13 Jul 8, 2016 11:27 AM Flag

    The tax code change does not mention anything about stockpilied rees "hits the market" you are just guessing here buddy. You must be some insider from China. Wow!!!! Why pretend to know something when you don't? Why embarrass yourself like this? Show some facts, reports anything to back this up. There is not one single report to back up this claim. I asked you to back it up and you still can't as per usual. It's just so sad to see idiots like you desperately attempting to manipulate people.

    Sentiment: Strong Buy

  • stockdude13 stockdude13 Jul 6, 2016 11:02 AM Flag

    Why should anyone be looking forward to your awful attempt to analyze. Please, it's full of so many holes, wrong numbers and ego. Funny that your so called "friends" never listened to you and never will.

    Sentiment: Strong Buy

  • I tried to post an article that came out today today but Yahoo deleted it. China has postponed the stockpiling, the reason that prices fell in recent weeks. Google search China postpones rare earth purchase plan to understand what's going on.

  • Reply to

    REE Prices

    by contraryj Jul 7, 2016 9:59 AM
    stockdude13 stockdude13 Jul 7, 2016 5:40 PM Flag

    "..this price drop is caused by stockpiling that took place waiting for the tax break and now this REE is hitting market,"

    Explain please why china would buy rare earths and stockpile then have them "hit the market" immediately after buying them. Can you even realize how stupid this is to waste money buying them in the first place? Isn't the point of stockpiling to reduce supply and boost prices?

CLF
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