Agoracom Blog

AGORACOM Interview: John Kaiser Talks Rare Earth Metals From Cambridge Conference

Posted by AGORACOM at 11:11 AM on Tuesday, September 29th, 2009

Good morning to you all.  As many resource stock investors know, the Cambridge Conference just wrapped up this past weekend in Toronto and it included several great keynote presentations from the likes of Peter Grandich and John Kaiser.  Unfortunately, geography limits the ability of most investors to attend these conferences and consume some of the great information.

As a result, AGORACOM went out of its way this year to make some of that important information accessible to investors around Canada, the USA and the world.  We have already posted some of those videos on the AGORACOM YouTube Channel and the AGORACOM blog.  We will continue to post many more over the next 2 days, so make sure to bookmark both of them.

To this end, I’m really happy to provide you with my interview with renowned market commentator, John Kaiser, of Kaiser Bottom-Fish Online.  John is fast becoming one of the leading authorities on Rare Earth Metals, a subject I am all too familiar with given AGORACOM’s investor relations work with Avalon Rare Metals between 2005-2008.  For those of you unfamiliar with rare earth metals (and you should be) they are are now vital to a growing number of applications in electronics, automotive, aerospace, alternative energy and environmental protection.  As Avalon says, they are the metals of the future.

In light of this, the following interview with John Kaiser is invaluable in helping you understand the importance of rare metals, their future and what to look for in a rare earth metals company in which you are considering making an investment.  If you like what John has to say, take a closer look at his website and consider becoming a subscriber to his newsletter.  It isn’t cheap but you get what you pay for.

The interview is a total of 10 minutes and 20 seconds long but due to YouTube’s 10-minute limit for uploaded videos, we had to splice the interview in 2 parts, which I’ve embedded below. For best sound quality, I suggest putting on your headset/earphones.

PART 1 – The State Of The Industry

PART 2 – Sample Companies And What To Look For


8 Responses to “AGORACOM Interview: John Kaiser Talks Rare Earth Metals From Cambridge Conference”

  1. AGORACOM says:

    I don’t agree with that. Coverage of REE has been pretty substantial AND gaining momentum over the past few weeks. In fact, it seems to be getting more attention than gold lately.

  2. Assyrian says:

    Ever since Gold surpassed $1000/oz I hearing less and less about REE. Although an important commodity down the road, i think the recent fever-pitch interest was a short-term love story…

  3. JC says:

    I certainly buy into the REE argument but my advice is to be careful make sure you do your research and be careful of companies that change their focus to chase fads.

  4. Killian's says:

    Marty have you heard of Quest Uranium? They have some interest in REE’s

  5. Marty says:

    Did you know that in the past few weeks, the Chinese government has talked about placing export quotas on some rare earth metals, and outright export bans on others. That is an issue, because more than 90% of global supply of these metals comes from one place: China!
    In Canada, there are very few ways to play rare earths. The best-known junior is Toronto-based Avalon. Anyone else have any idea where I could find more junior REE’s?

  6. Killian's says:

    Several years ago there were reports of Chinese companies buying rare earth metal processing plants in the US, disassembling the plant, and shipping it to China. This could be bigger than we initially had imagined. There’s a huge gap in the supply of REE (which in fact aren’t rare at all) and with more people buying up devices that use em – like laptops and iPhones, there is room aplenty to be playing with these resources

  7. JC says:

    I find it really interesting to hear Kaisers prospective on REE. I can’t say that I am at all surprised but his arguments are pretty compelling.

  8. Schwimmer says:

    Great interview! I recently bought into a couple of REE small caps based on Kaisers recommendation.

    Love to see the information on AGORACOM becoming more timely and more relevant.

    Great Job!
    John S from Alberta