Altona Rare Earths Share Discussion Threads

[targetrighton] 22/11/2010 18:15

Speedy, Metal Pages which is a subscription and the info is only available when you subscribe.

[speedy] 22/11/2010 18:06

TT re your 564 "RE OXIDE PRICES ARE MOVING UP"

May I ask regarding your source?

[mirandaj] 22/11/2010 17:15

Just over £10 million



TARGETRIGHTON - 22 Nov'10 - 16:31 - 571 of 573


The offer to purchase the balance of 37,764,700 shares of Rareco at 3 Rand each would cost GWMG $16,477,493 at the current exchange rate. 1 South African Rand .14544 = 1 Canadian Dollar.

[tradermel] 22/11/2010 16:45

TARGET - thank you for your reply.

[targetrighton] 22/11/2010 16:36

TRADEMEL, From the information provided it appears the deposit contains 1.3% total rare earths which is 27 points higher then the GGG deposit in Greenland which is proceeding with development when the Greenland Gov't gives the go ahead.
The grade is low compared to other deposits however from reading the release a more thorough analysis is being done to clarify the conent of rare earths in the deposit. I see that no mention of Yttrium or Scandium was made in the initial analysis.

[targetrighton] 22/11/2010 16:31

The offer to purchase the balance of 37,764,700 shares of Rareco at 3 Rand each would cost GWMG $16,477,493 at the current exchange rate. 1 South African Rand .14544 = 1 Canadian Dollar.

[targetrighton] 22/11/2010 16:04

Great Western Minerals Group Delivers Notice of Intent to Offer to Purchase Remaining Rareco Shares

[tradermel] 22/11/2010 08:05

May I ask any knowledgeable person to comment on todays REE find in the FTE RNS. Looking for Uranium deposits and have come up with a bunch of REE that they think could be more valuable than what they were after!

I do not know enough about commercial deposits of REE



Towards the bottom of the announcment.

Thanks in advance

[targetrighton] 21/11/2010 16:20

SUMMARY OF THE HONG KONG RARE EARTH CONFERENCE BY JON HYKAWY

[targetrighton] 21/11/2010 16:20

SUMMARY OF THE HONG KONG RARE EARTH CONFERENCE BY JON HYKAWY

[goldrush] 21/11/2010 13:40

An hour ago Aljazeera run a 5 minute special report on REE's....nothing we here do not know about....Chinese cornering the market.....squeezing Japan on supply etc....showed a major Chinese mine and finished with the statement that Chinese say "The Middle East has all the oil but we have all the REE's".

Interesting that the issue is getting picked up all over the world....IMHO

[targetrighton] 19/11/2010 17:18

RARE EARTH INVENTORY OF DACHA
Those of you invested in Dacha below is inventory held by that ETF

Metal inventory
---------------
.........................Quantity...................Cost.................Market Value
............................(Kgs)..................($millions)............($millions)

Held outside China
Dysprosium Oxide........5,000.....................$1.0......................$1.5
Dysprosium Fe...........30,000.....................5.9........................8.4
Lutetium Oxide...........3,000.....................0.9.........................1.2
Terbium Oxide...........13,000....................6.6.........................8.1
Yttrium Oxide............19,950...................0.3.........................1.1
Held within China
Europium Oxide............6,000....................2.2........................2.8
Yttrium Oxide...........120,000....................0.9.......................0.9
------------------------------------------------
Total...................196,950..................$17.8....................$24.0

[targetrighton] 18/11/2010 23:45

RE OXIDE PRICES ARE MOVING UP

Today the following have risen
Ce Oxide 99% - up 19.67% to $62.00US/kg
Nd oxide 99% - up 4,97% to $82.00US/kg
La oxide 99% - up 12.50% to $57.00US/kg
Y oxide 99% - up 9.01% to $58.00US/kg

[jimbowen30] 18/11/2010 14:22

Good article from money morning - suggesting more upside in rare earth stocks

[heno614] 18/11/2010 14:13

Latest broker notes for GGG.AU :



Sadly I've been too busy over the past couple of months to do enough research to convince myself to buy any stock and look how the share price is performing !
I should have bought when the goverment granted permission to explore for Uranium.

[nathaniel1913] 17/11/2010 12:33

Seems to be no end to the sector weakness. Whats your take TARGET

[targetrighton] 14/11/2010 16:51

CHINA TO SPEED UP RARE EARTH EXPORTS

[targetrighton] 12/11/2010 20:10

Interview worth listening to. GWG mentioned toward end of interview.

[nathaniel1913] 12/11/2010 12:20

good work Target. Let me know how it goes.

[lufc5] 12/11/2010 07:34

12 November 2010



Zest Group plc

('Zest' or 'Company')



Posting of Shareholder Circular and Notice of General Meeting

Proposed Adoption of an Investing Policy

Proposed Change of Company Name to Rare Earth Minerals Plc



The Company announces that it has, today, posted a circular to its shareholders ("Circular") setting out details of a proposed change in its strategy and an adoption of an investing policy in accordance with the AIM Rules for Companies, a proposed name change and a notice of a general meeting. Copies of the Circular are available from the Company's website, www.zestmusic.com. The General Meeting is to be held at Suite 3B, Princes House, 38 Jermyn Street, London, SW1Y 6DN on 29 November 2010 at 11am.



Background



The Company was formed to build a music business by acquiring new artists together with their music publishing rights and acquiring recording and publishing companies. The Company has made progress in developing its business objectives as set out in its Admission Document. However, in the six months to 31 March 2010 the Company reported a loss before taxation of £194,000 and further reported that it was reliant on external funding. The Directors have therefore come to the conclusion that whilst Zest's existing business may be able to deliver some value (and will be retained) it does not form the basis of a sustainable business for a publicly traded company. Accordingly, the Directors believe that it is in the Company's interests to adopt a new strategy for the development of the Company as an investing company and to take advantage of opportunities outside of the music industry.



Proposed Adoption of an Investing Policy



The Company's proposed investing policy, which is subject to shareholder approval, is to acquire a diverse portfolio of direct and indirect interests in exploration and producing rare earth minerals and/or metals projects and assets . In light of the nature of the assets and projects which will be the focus of the Investing Policy the Company will consider investment opportunities anywhere in the world.

The Directors have considerable experience investing, both in structuring and executing deals and in raising funds. The Directors will use this experience to identify and investigate investment opportunities, and to negotiate acquisitions. Wherever necessary the Company will engage suitably qualified technical personnel to carry out specialist due diligence prior to making an acquisition or an investment. For the acquisitions which they expect the Company to make, the Directors may adopt earn-out structures, with specific performance targets being set for the sellers of the businesses acquired, and with suitable metrics applied.

The Company may invest by way of outright acquisition or by the acquisition of assets, including the intellectual property, of a relevant business, partnerships or joint venture arrangements. Such investments may result in the Company acquiring the whole or part of a company or project (which in the case of an investment in a company may be private or listed on a stock exchange, and which may be pre-revenue), and such investments may constitute a minority stake in the company or project in question. The Company's investments may take the form of equity, joint venture, debt, convertible instruments, licence rights, or other financial instruments as the Directors deem appropriate.

The Company will be both an active and a passive investor depending on the nature of the individual investments in its portfolio. The Company intends to be a long-term investor and the Directors will place no minimum or maximum limit on the length of time that any investment may be held.

There is no limit on the number of projects into which the Company may invest, nor the proportion of the Company's gross assets that any investment may represent at any time and the Company will consider possible opportunities anywhere in the world.

The Directors may offer new ordinary shares in the Company by way of consideration as well as cash, thereby helping to preserve the Company's cash for working capital and as a reserve against unforeseen contingencies including by way of example, and without limit, delays in collecting accounts receivable, unexpected changes in the economic environment and unforeseen operational problems. The Company may in appropriate circumstances, issue debt securities or otherwise borrow money to complete an investment. There are no borrowing limits in the Articles of Association of the Company. The Directors do not intend to acquire any cross-holdings in other corporate entities that have an interest in the Ordinary Shares.

There are no restrictions in the type of investment that the Company might make nor on the type of opportunity that may be considered.

As an investing company, Zest will be required to make an acquisition or acquisitions which constitute a reverse takeover under the AIM Rules or otherwise implement its investing policy on or before the date falling twelve months from the adoption of the new investing policy, failing which, the Company's ordinary shares would then be suspended from trading on AIM. In the event the Company's ordinary shares are so suspended and the Company fails to obtain shareholders' consent to renew such policy, the admission to trading on AIM of the Company's ordinary shares would be cancelled six months from the date of suspension and the Directors will convene a general meeting of the Shareholders to consider whether to continue seeking investment opportunities or to wind up the Company and distribute any surplus cash back to Shareholders.



Proposed Name Change


Conditional upon the adoption of the proposed investing policy, it is proposed to change the Company's name to Rare Earth Minerals Plc.



For further enquiries:



Zest Group Plc

David Lenigas

[phone]

[targetrighton] 12/11/2010 04:40

COMPARATIVE VALUE METRICS FOR 13 ADVANCED RARE EARTH PROJECTS
as compiled by Gareth Hatch.

[targetrighton] 12/11/2010 00:29

I have brought this to the attention of GWMG Management and they are going to refer it to their legal counsel and also to IIROC, the body that governors the trading actions on the TSX. Will be interesting to see what transpires.

[nathaniel1913] 11/11/2010 22:35

Interesting Target and a valuable addition to your page. Those 3x 18,500 trades i believe were the robotic 500 share sells being entered continually. What do you make of it.

[targetrighton] 11/11/2010 18:32

View Complete Global Trading Chart for GWMGF, GWG.TV, GWM.DE

[targetrighton] 11/11/2010 17:17

Complete Chart for Nov. 10,2010 trading can be viewed on
Data.pdf