Keys To Rare Earth Companies’ Success: Innovation, Cost Efficiency

 | Jan 23, 2013 05:37AM ET

Geologist Alex Knox followed rare earths before they were Wall Street's darlings, and continues to do so, having seen stormy weather in this industry before. Demand for rare earths remains; it's just a question of who can supply them first—and at what cost? In this interview with The Metals Report, Knox tells investors what questions they need to ask management and highlights companies that are progressing toward production.

The Metals Report: Your last Alex Knox has been involved in the mineral exploration industry since 1970. He served in the mineral exploration division at Unocal Canada Ltd., the exploration arm of Molycorp, where he was involved in the discovery of the Kipawa deposit in western Quebec. Knox has explored for uranium, gold, rare earths, niobium, diamonds, slate and limestone in Canada, the U.S., Mongolia, Bolivia, Peru and Argentina. Highlights include Matamec's Kipawa deposit, Commerce Resources' Eldor and Blue River properties and Quantum Rare Metal's Elk Creek deposit. Knox is on the REE Advisory Board of three publically traded Canadian junior mineral exploration companies.

Disclosures:
1) Zig Lambo of The Metals Report conducted this interview. He personally and/or his family own shares of the following companies mentioned in this interview: None.

2) The following companies mentioned in the interview are sponsors of The Metals Report: Tasman Metals Ltd., Quest Rare Minerals Ltd., Orbite Aluminae Inc., Namibia Rare Earths Inc. and Commerce Resources Corp. Interviews are edited for clarity.

3) Alex Knox: I personally and/or my family own shares of the following companies mentioned in this interview: Matamec Explorations Inc., Namibia Rare Earths Inc. and Orbite Aluminae Inc. I personally and/or my family am paid by the following companies mentioned in this interview: I consult for Orbite Aluminae Inc. and Commerce Resources Corp. I was not paid by Streetwise Reports for participating in this interview.

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