Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=58512Geomega Resources controls the third largest REE deposit outside of China. Only 22 million shares outstanding, well funded, and pursuing an aggressive exploration and development effort. [graphic]http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5851238013210senseLooks like it was developed, specifically for them, by the same guy who has been consulting with them on their separations issues. I've not yet started digging into the new patents and applications in this area... to see how meaningful any of them are. I do have a background in having done some of this type of work m...http://www.siliconinvestor.com/readmsg.aspx?msgid=286975141/31/2013 5:05:22 AMZilyunzVery interesting - they are applying for patents. I take that to mean Geomega has exclusive rights to the process?http://www.siliconinvestor.com/readmsg.aspx?msgid=286965521/30/2013 4:25:07 PMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=286957081/30/2013 11:50:38 AMZilyunzI've had this board on my radar and I am becoming more convinced to take a position here in the near future. Thanks for the DD guys and the valuation estimates.http://www.siliconinvestor.com/readmsg.aspx?msgid=284213009/20/2012 8:30:50 AMsenseHere's a "price list" for the REE that's not exactly current... en.smm.cn  How do the numbers here compare to what you used in computing value per ton ? The Renminbi exchange ratio is a bit over 6 to the dollar, currently.. ? So, they're saying basic REE concentrates are priced somewhere around $11K to $13K per ...http://www.siliconinvestor.com/readmsg.aspx?msgid=284211129/20/2012 2:57:17 AMsenseShould have checked the company website before pontficating on the potential to sell concentrates: ressourcesgeomega.ca  GéoMégA signs LOI with Innovation Metals Corp Written by Geomega on August 28, 2012. Posted in News Geomega Resources Inc. announces the signing of a non-binding letter of intent (“LOI”) with ...http://www.siliconinvestor.com/readmsg.aspx?msgid=284210279/20/2012 1:03:09 AMsenseLooking at the flowsheet... another way to consider the nature of the impact obviously shown in the diagram... If you mine this deposit for the value in the iron and can make a profit just selling iron... you get the side benefit of improving your REE grade to something over 9% in the "now fully paid for" concentrate ...http://www.siliconinvestor.com/readmsg.aspx?msgid=284201569/19/2012 5:44:31 PMsenseTwenty percent is on the low side for an iron ore... and probably wouldn't be considered economic if that were all there were in the rock. If you're looking for an iron ore resource, you'd want to see something more in the mid thirties... But, I agree with you that, particularly when you're looking at a couple of hi...http://www.siliconinvestor.com/readmsg.aspx?msgid=283566218/23/2012 4:59:48 PMComboMontviel Conceptual Flowsheet from a recent presentation. I'm no expert on these things but the plan to potentially produce iron, niobium, and REE should make this highly profitable/high-margin relative to the pure REE resources out there. The iron concentrations I've seen at Montviel are typically in the 20-25% r...http://www.siliconinvestor.com/readmsg.aspx?msgid=283553708/23/2012 10:13:51 AMsenseNever made a lick of sense to me that anyone would find it useful to short this... They did take the price down... a lot... and probably made a nice profit covering at the lows, just recently ? But, given GOMRF "has the rocks"... and given China is in the market shopping for minerals, again... and given the magnitu...http://www.siliconinvestor.com/readmsg.aspx?msgid=283548388/23/2012 12:13:15 AMsenseOK. I get the method... and agree that its roughly valid as far as utility in making a rough, basic value comparison... It still leaves a couple of issues that include reasons for some of that discrepancy in scale... that mean the "apples and oranges" comparison between gold and REE suffers a bit from the "apples and...http://www.siliconinvestor.com/readmsg.aspx?msgid=283548318/23/2012 12:05:37 AMComboInteresting. Shorts closed... (thanks to statsman1 on stockhouse for sharing) infoventure.tsx.com  As ofShort VolumeChange In Volume15/Aug/20120-174,500 [graphic]31/Jul/2012174,500-11,500 [graphic]15/Jul/2012186,0000 [graphic]30/Jun/2012186,0000 [graphic]15/Jun/2012186,0006,000 [graphic...http://www.siliconinvestor.com/readmsg.aspx?msgid=283523378/22/2012 8:06:26 AMComboThese are good points and I do agree. The approach I took was similar to the $/oz metric often applied for the valuation of junior gold exploration companies. Non-producing junior gold explorers on average fetch a market cap of $50 for each compliant oz of gold discovered. There is of course variation based on other...http://www.siliconinvestor.com/readmsg.aspx?msgid=283455658/18/2012 4:18:03 PMsenseJust consider it a function of the inability to express context in text posted on the internet... I wasn't laughing out loud AT your claim as much... as "about" it... ? I generally agree with your math... and with your conclusion that this is about the best "value" you can find out there in the REE focused space. An...http://www.siliconinvestor.com/readmsg.aspx?msgid=283454418/18/2012 2:40:26 PMComboYes their May 2012 presentation (p4) indicated an in-situ value of $550 per tonne of ore. One share currently buys over 8 tonnes of ore. Make of those facts what you will. My own calculations based on their NI 43-101 and REE prices obtained from a 3-year moving average indicates the value of TREO +Niobium is $812 pe...http://www.siliconinvestor.com/readmsg.aspx?msgid=283454188/18/2012 2:15:42 PMsense LOL!!! "an in-situ value of $550" per share ? Might be a bit of dilution that occurs in that number, on the path to getting it produced... but, still... probably worth enough "on the hoof" to justify having some patience while accumulating a few shares... and, it's probably easy enough to justify thinking that 1% ...http://www.siliconinvestor.com/readmsg.aspx?msgid=283452308/18/2012 12:51:41 PMComboWith a combined inferred/indicated resource of 250.6m tonnes at 1.45% TREO, Montviel is already the 3rd largest REE resource outside of China. I wouldn't be surprised if the updated NI 43-101 (due any time now), apart from increasing the confidence, would also succeed at expanding the resource -- perhaps even enou...http://www.siliconinvestor.com/readmsg.aspx?msgid=283445888/17/2012 10:59:19 PMsenseLatest posts include tables which I didn't duplicate well... Data is easier to view if you check out the GOMRF PR directly, as through Yahoo, etc. Bottom line on the analysis of the last few PRs... I note two or three things I care about... First, a lot of the holes being reported out now do show some pretty good i...http://www.siliconinvestor.com/readmsg.aspx?msgid=282023856/12/2012 1:45:06 PMsense GeoMegA Continues to Intersect High Grade TREO and Nb2O5 in the Core Zone [graphic]Press Release: GeoMegA Resources Inc. – Wed, Jun 6, 2012 7:00 AM EDT Companies: GEOMEGA RESOURCES INC RELATED QUOTES SymbolPriceChangeGMA.V0.550.00 [graphic] MONTREAL, QUEBEC--(Marketwire -06/06/12)- Geomega Resources ...http://www.siliconinvestor.com/readmsg.aspx?msgid=282023166/12/2012 1:14:01 PMsense GeoMegA Intersects a High Grade Zone of 1.38% Niobium Oxide + 2.06% TREO Over 95.5 Meters, Including 3.08% Niobium Oxide Over 29.6 Meters [graphic]Press Release: GeoMegA Resources Inc. – Wed, May 23, 2012 7:00 AM EDT Companies: GEOMEGA RESOURCES INC RELATED QUOTES SymbolPriceChangeGMA.V0.550.00 [graphic] ...http://www.siliconinvestor.com/readmsg.aspx?msgid=282023126/12/2012 1:13:09 PMsense GeoMegA Announces Preliminary Results on Montviel's Metallurgy [graphic]Press Release: GeoMegA Resources Inc. – Thu, May 17, 2012 8:23 AM EDT Companies: GEOMEGA RESOURCES INC RELATED QUOTES SymbolPriceChangeGMA.V0.550.00 [graphic] MONTREAL, QUEBEC--(Marketwire - May 17, 2012) - Geomega Resources In...http://www.siliconinvestor.com/readmsg.aspx?msgid=282023076/12/2012 1:12:00 PMsenseGeoMegA Completes Phase 2 Drilling and Initiates Work With Golder Associates Golder Associates to perform hydrogeological, geotechnical, geomechanical and geochemical PEA workhttp://www.siliconinvestor.com/readmsg.aspx?msgid=280710044/10/2012 12:50:35 AMsenseRan across this today and noted it's relevance here on two counts: The Death of China's Rare Earth Monopoly... And the Next Rare Mineral to Runhttp://www.siliconinvestor.com/readmsg.aspx?msgid=280705374/9/2012 7:56:54 PMsenseNews out on early results of their ongoing Phase 2 drilling GéoMégA drills 46.5m of 3.09% TREO + 0.60% Nb2O5 South-west portion of Montviel Core Zone enriched in Rare Earths and Niobium Here's the link to the .PDF of the PR They also note having found a couple of smaller intersections with higher values than previou...http://www.siliconinvestor.com/readmsg.aspx?msgid=279619082/21/2012 5:19:06 AMsensehttp://www.siliconinvestor.com/readmsg.aspx?msgid=278754621/11/2012 4:29:07 PMsenseI was sold on the property based on the results of their first drill core (drilled in a magnetic low spot, vs. a magnetic high)... sold on the property, but not on the share price quite so much. Now, they've shown a lot more value with all the work that's been done... and it trades for $1 instead of $4 ? Looking pret...http://www.siliconinvestor.com/readmsg.aspx?msgid=278544991/1/2012 4:22:42 AMZilyunzhttp://www.siliconinvestor.com/readmsg.aspx?msgid=2785444512/31/2011 11:52:45 PMsense[graphic] Thu, 15 Dec, 2011 10:54 AM EST GeoMegA Drills 2% TREO/327m and 0.75% Nb2O5/32.9m in MVL-11-26 MONTREAL, QUEBEC--(Marketwire - Dec. 15, 2011) - Geomega Resources Inc. (GeoMegA) (TSX VENTURE: GMA.V - News) announces the initial results of Phase 2 drill program on its Montviel R...http://www.siliconinvestor.com/readmsg.aspx?msgid=2785336812/31/2011 2:57:18 AMsenseNov. 8, 2011, 9:57 a.m. EST GeoMegA Resources Inc./Montviel: Metallurgy and Phase 2 Drilling Update MONTREAL, QUEBEC, Nov 08, 2011 (MARKETWIRE via COMTEX) -- Geomega Resources Inc. (GeoMegA) CA:GMA +4.90% ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2785335112/31/2011 2:34:22 AM