Molycorp (MCP)

Financial Sense Newshour, 41 min vestlus Molycorp CEO-ga
http://www.financialsense.com/financial-sense-newshour/guest-expert/2011/10/12/mark-a-smith/rare-earth-minerals-the-key-to-technological-innovation

Vähi nüüd lõplikult Silmetist väljas http://http://finance.yahoo.com/news/Molycorp-Purchases-Remaining-bw-2397774878.html?x=0&.v=1
Molycorp, Daido Steel, & Mitsubishi Corporation Announce Joint Venture To Manufacture Sintered NdFeB Rare Earth Magnets.

http://www.marketwatch.com/story/molycorp-daido-steel-mitsubishi-corporation-announce-joint-venture-to-manufacture-sintered-ndfeb-rare-earth-magnets-2011-11-28
Molycorpi juhatus ja mõned insiderid on kohtusse kaevatud, kuna tõstisd kunstlikult eelmise aasta kevadel ettevõtte väärtust ja samal ajal müüsid veebruaris, märtsis ja juunis üle 1 miljardi dollari väärtuses aktsiad.
http://www.bloomberg.com/news/2012-02-27/molycorp-directors-majority-shareholders-sued-over-stock-price-bubble-.html

Samasse ajajärku langeb ka Silmeti ost, kus raha asemel maksti Molycorpi aktsiates.


Molycorp’s directors and its controlling shareholders Resource Capital Funds and Pegasus Capital Advisors devised a scheme to temporarily inflate the stock’s value and then profit by dumping more than $1 billion of their personal holdings into the market in February, March and June of last year, according to the complaint. The lawsuit, which was made public today, was filed by Arizona resident Ira Gaines, a trustee of Paradise Wire & Cable Defined Benefit Plan.

Directors falsely implied that Greenwood Village, Colorado- based Molycorp could meet increasing worldwide demand of critical rare earth elements, Gaines said in the complaint. Directors also omitted that mining experts predict the light rare earth elements the company may be able to produce this year will be in oversupply in the next several years, fetching lower prices, according to the complaint.

Company insiders, including current board members and a controlling group of shareholders, netted $1.6 billion in secondary offerings, months before concerns arose about declines in rare-earth prices and delays in construction at the company’s Mountain Pass mine, Gaines said in the complaint.
02/24/2012 Molycorp To Launch New Rare Earth Manufacturing Facility

Molycorp announced that the sequential start-up of the new Project Phoenix rare earth manufacturing facility at its flagship Mountain Pass, California operation will begin this week, earlier than expected.

http://www.molycorp.com/Resources/PhotoTours/ProjectPhoenixPhotoTours/CrushingFacilities.aspx

Lisaks veel "südamlik" video Sillamäe facility kohta:
http://www.molycorp.com/Resources/PhotoTours/MolycorpSilmetVideo.aspx
http://www.lynascorp.com/page.asp?category_id=1&page_id=25

Pole mõnda aega vaadanud, aga mull jätkuvalt tühjaks visisemas.
china raises quota
Hiinlased vaatavad, et PUPU ja kiirelt tegutsemas. Löövad hinnad alla uuesti ja teised kõngevad.
Molycorp (MCP) shares dropped 6.7% premarket after the rare earths company said that Mark Smith has left as CEO but didn't provide an explanation, although the WSJ reported that Smith was fired. Molycorp named Vice Chairman Constantine Karayannopoulos as Smith's interim replacement. His departure comes as the SEC investigates Molycorp over the accuracy of the company's disclosures and amid a slump in its share price over the past year.
Hunnikus soovmõtlemist aga äkki täna töötab..

http://www.bloomberg.com/news/2013-01-01/molycorp-deal-seen-as-rare-earth-play-at-value-real-m-a.html
Real M&A?

Millest täna kirjutaks? Andke tickerit, mingi odav sitt peaks olema! Midagi, millest ei ole me vähemalt pool aastat kirjutanud.
MCP läheb?
Ok, miks mitte. Teeme ära.
Mõni ikka loodab.
Oracle Investment names AAPL, BP, CLF, FCX, MCP, POT, WFT "2013 Best Picks"
ymeramees
Real M&A?

Millest täna kirjutaks? Andke tickerit, mingi odav sitt peaks olema! Midagi, millest ei ole me vähemalt pool aastat kirjutanud.
MCP läheb?
Ok, miks mitte. Teeme ära.


kogu sitt lendab, MCP ka, palju õnne!
Alles see oli, kui MCP lendas hiina kvoodi vähendamise peale. Hea näide asja absurdsusest.

China exported 16,265 tons of rare-earth ore, metals and compounds last year, falling below the annual export quota of 30,966 tons, according to official data.

The exports last year also marked a 3.5 percent decline from the export volume in 2011, according to data released by the China Customs Statistics Information Center. In December, China exported 3,252 tons of rare-earth ore, metals and compounds.

China has imposed a quota system to curb production and exports to conserve resources and protect the environment after decades of excessive exploitation.

Last month, the Ministry of Commerce set the first batch of rare earth export quotas for 2013 at 15,501 tons, which will be shared by 24 companies. The ministry said that will account for about half of the full-year quota.
Molycorp files to sell $200M in common stock; $100M in convertible senior notes.

Stock sai selle eest pikalt pikki piilumist. Kui siin asi seljataga, pricing ja värk, siis on korralik overhang removitud.
Molycorp 37.5M share Secondary priced at $6.00
The deal size was increased to 37.5M shares from 22.6M shares. Morgan Stanley, JPMorgan and Goldman acted as joint book running managers for the offering.

Raha oli ju vaja saada. Tegid natuke rohkem diluuti :)
The data from the China Customs Statistics Information Center, which uses China government data, indicate bargain hunting may be reviving global demand for rare earth.

China exported 2,196 metric tons of rare earth in April, a 28% rise from March, a Hong Kong-based China customs data provider said Tuesday.

http://online.wsj.com/article/BT-CO-20130521-704376.html?mod=googlenews_wsj

MCP eelturul +6,3%
http://finance.yahoo.com/news/molycorp-announces-mechanical-completion-start-120201225.html
Molycorp Announces $200M Common Stock Offering

premarket -18%

http://boardvote.com/symbol/MCP/communique/463591

Sillamäe investorite ostukoht.