tag:blogger.com,1999:blog-5671237647818893487.post3775219735025337437..comments2023-05-12T01:25:01.386-07:00Comments on The Crusty Credit Analyst: Rare Earth Minerals Are Not In a Secular Bull Market. It's A BubbleWilliam F. Kabourekhttp://www.blogger.com/profile/16811858124654680128noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-5671237647818893487.post-83432430999951377082011-01-06T09:07:50.418-08:002011-01-06T09:07:50.418-08:00Harry, thanks for the kudos. A quick peak at nemto...Harry, thanks for the kudos. A quick peak at nemto looks like a reasonable company. As a processor, not a miner, its fortunes are subject to its ability to pass on REE price increases in its products. haven't studied that, so don't have an opinion on if i like the company or not. At least it isn't a complete speculation.William F. Kabourekhttps://www.blogger.com/profile/16811858124654680128noreply@blogger.comtag:blogger.com,1999:blog-5671237647818893487.post-13357859149126913592011-01-06T06:24:04.059-08:002011-01-06T06:24:04.059-08:00I just discovered your blog. Great articles. I own...I just discovered your blog. Great articles. I own TC for all the reasons you mentioned. I am looking at NEM.TO or NEMFF. Neo Metal is a rare earth processor with a p/e of 15. What do you think?Harryhttps://www.blogger.com/profile/08258226217147540626noreply@blogger.com