Es gäbe derzeit Basher Artikel (in Seeking Alpha usw), welche empfehlen AVL zu verkaufen. Der Maildienst "Wealth Daily" ist da ganz anderer Meinung
[quote] “The easy money has been made in this sector,” the piece from Seekingalpha.com explains. On the flip side, Roskill Information Services — a London-based metals and minerals research company — agrees with our supply-demand picture: By 2014, demand for rare earth metals will be 205,000 tons but production is expected to increase to just 180,000 tons, leaving the world with a shortfall of 25,000 tons. Certain rare earth elements, like dysprosium, used to make magnets and lasers, will have a deficit supply of as much as 700 tons, and europium, used to create the color red in televisions, will be 50 tons short of projected requirements. And you want me to believe the easy money has already been made? That particular article is basing its sell position on rare earth stock valuations. It's absurd. The article goes on to evaluate Avalon Rare Metals (AVL): Earnings estimates for AVL are unavailable and the company has been losing money. The company describes itself as 'development stage' and says its 'principal source of capital is from the issuance of common shares.' AVL goes on to say, "In order to achieve its objectives, the Company expects it will be required to spend its existing working capital and raise additional funds as required." That's not the kind of business model I want to invest in, especially when the stock is trading near record highs and with a market cap value of about $900 million. But you'd be a fool to ignore AVL shares under $10... [quote] |