COMMERCE RESOURCES (€ 0,208)

Zusammenfassung 

1. Wir haben die Sorge einer möglichen Korrektur … Sommerloch, allgemeiner Einbruch, News Durststrecke, fehlendes Gepusche
2. Wir haben andererseits beginnende Road Shows … Sehr nette Überlegung von Kareem
3. Ein ausgesprochen euphorisches CanBoard

 Wenn man 3 und 2 zusammennimmt und das Posting von Woodside aus den CanBoards nochmals genau, insbesondere den Anfang, durchließt möchte man fast meinen, dass 1. uns doch nicht so hart erwischt und wir noch mal fliegen, wenn 2. gut läuft und entsprechend kommuniziert wird! Im Übrigen stellt man bei Woodsides post fest, dass es bei genauerer Betrachtung zu detailliert und komplex ist als das einer das auf Dope mal eben zusammenballert! Gleichwohl kommt man evt. noch günstiger rein! 

Hier nochmals das Posting aus den boards (Anfang genau lesen!!!):

 Arghh! The grades for the Eldor are published on a bit of paper that during animated discissions got misplaced. I'll go back today and get it. Management's thinking or desires is that BlueRiver will replace Sons of Gwalia and Eldor will replace CBMM. Apparently CBMM is being as helpful as a competitor can be. They regret their early destruction of Oka and want smaller competitors so as not to appear a monopoly. (Perhaps a little like Microsoft and Apple, some years ago when Microsoft was writing Apple code to keep Apple alive) There will be a drill program at the Eldor this summer and a big question mark is the rare earths. Currently they value the niobium at BlueRiver as roughly equal to the Tantalum there and emphasize a 90% recovery rate which they also expect at the Eldor. CBMM with their laterite slime only get ~50% recovery. Contrary to CBMM website, CCE says CBMM's grades are only 3% and they are having a hard time with high iron. SOG has mined all their high grade alluvium and are into low grade hard rock and are bankrupt. The upcomming Saudi project looks like the Saudis are thanking Teriary very much for the valuble discovery and are asking them not to get their a$$ caught in the door as they leave. So it is not clear when they will be producers. In addition to the 3000 lb CONCENTRATE from BlueRiver that Lakefield is analysing, there is an additional 10,000 lb concentrate headed to Lakefield. By the fall or so they'll know whether to refine the concentrates by hydro or pyro metallurgy. From this I gather that they are thinking of not only mining but also refining. That has always been on the table and profitability and manpower will determine it. They are hoping to pull out the Magnetite with a magnetic separation before a the gravity separation to lower the iron in the concentrate. They have great plans for the future. This last placement was for the minimum that these US investors put up and relations with them seem very good. CCE is confident that if a good deal is presented, they will finance at the maximum. CCE is actively looking for deals. (I asked about the recent manipulation and they called it a mosquito attack and were angry about it and complained to the regulators. They don't know who did it and when pressed admitted that the timing was right for the American investors to have done it. If that happened they said they would be upset, however they felt treated right by these guys saying that they had opened all sorts of doors). I think I know what they are planning and if they can pull it off, hold on to your hats this stock will really take off.