The KBFO Rare Earth Resource Center is designed to help investors get acquainted with the rare earth sector, track the KBFO Rare Earth Index, and get quick access to rare earth related articles published on Kaiser Bottom-Fish Online. The Rare Earth Index consists of Australian and Canadian stock exchange listed companies with advanced rare earth deposits or downstream processing operations. Details are available through our KBFO Members Only Rare Earth Index report. For a general overview of the logic driving Rare Earth Mania see Making Sense of the Emerging Rare Earth Mania posted on ResourceInvestor.com. Most people, however, still think the fuss about rare earths is little more than yet another commodity bubble (Economist: The hunt for rare earths – Oct 8, 2009.

Ed Note: for larger charts go HERE

Ed Note: for all larger charts as below go HERE

Rare Earth Production and Global Resource Base

The Global REO Production chart above based on USGS estimates for 2009 paint a grim portrait of China producing 97% of all rare earth oxides, with the remainder from India, Brazil and Malaysia produced in the form of monazite based heavy mineral sands. The other chart suggests that more than half the world’s resource base exists outside of China.

….continue reading and view 18 more charts in the last 2/3rds of the article HERE

Price	Description	Access to Michael Campbells Portfolio Updates	Purchase ticket
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Ed Note: This stock recommended by Kaiser Bottom-Fish Online

Africo Resources Ltd. is a development stage company with a focus on the Democratic Republic of the Congo (DRC). Africo is pursuing the development of the high-grade Kalukundi copper cobalt deposit in the Katanga province in the southeast part of the DRC, near Kolwezi, where a feasiblity study was completed in 2006 and preparations were being made to begin construction prior to the onset of first, ownership/taxation disputes with the government and, second, the collapse in copper prices in 2008. In late 2009 Africo has working capital of $80 million, and is trading around cash value while it slowly advances at Kalukundi and suggests it may consider acquiring other assets with its cash.

Kaiser Bottom-Fish Online is a fee based research portal owned and operated by John Kaiser from his base in Moraga, a suburb in the San Francisco area of California. It specializes in high risk Canadian listed securities and seeks to provide investors with a framework for intelligent speculation. The resource sector is the primary focus for an investment approach developed by Mr. Kaiser which combines his “bottom-fishing strategy” with his “rational speculation model”. A full membership costs $800 annually or $250 quarterly. It provides access to online information resources, commentaries and recomendations.

Ed Note: This stock recommended by Kaiser Bottom-Fish Online

Adex Mining Inc, headed by CEO Errol Farr, is focused on the 100% owned Mount Pleasant projecty in southwestern New Brunswick, Canada. Mount Pleasant, site of a former mine, is a tungsten-molybdenum and tin-indium project with a 43-101 compliant resource in its Fire Tower zone of 98 million indicated tungsten pounds and 62 million moly pounds, with a further 4.8 million tungsten and 3.7 million moly in the inferred category. At the Main zone, Mount Pleasant contains an additional 64 million moly pounds as a historic resource. A scoping study completed at the Fire Tower Zone in fall 2008 envisioned a 13 year mine operating at a 2,200 tonne per day rate and requiring capital expenses of $130 million in order to yield $1.16 billion during the mine life. The after tax NPV, at an 8% discount rate, was $83.7 million. Adex is currently continuing to advance Mount Pleasant through the feasibility process.

Kaiser Bottom-Fish Online is a fee based research portal owned and operated by John Kaiser from his base in Moraga, a suburb in the San Francisco area of California. It specializes in high risk Canadian listed securities and seeks to provide investors with a framework for intelligent speculation. The resource sector is the primary focus for an investment approach developed by Mr. Kaiser which combines his “bottom-fishing strategy” with his “rational speculation model”. A full membership costs $800 annually or $250 quarterly. It provides access to online information resources, commentaries and recomendations.