Home > Boards > US OTC > Mining/Resources > Commerce Resources Corp. (CMRZF)

A very good report written by Rockstone Research,

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (2) | Next 10 | Previous | Next
GM5 Member Profile
Followed By 12
Posts 1,215
Boards Moderated 0
Alias Born 10/11/12
160x600 placeholder
GM5   Friday, 08/02/19 12:29:20 PM
Re: None
Post # of 67 
A very good report written by Rockstone Research, lets hope that we can get financing for the pilot plant......

July 29, 2019
Report #30
Rare Earth Elements, Niobium
and Tantalum in Canada
Lean and Mean: A Fighting Machine
Today, Commerce Resources Corp.
plans to complete a
consolidation of its issued and
outstanding common shares on
the basis of 1 new share for every
10 currently outstanding shares,
therefore reducing the number of
outstanding shares from 310,496,558
to approximately 31,049,655.
Commerce Resources believes that this
share consolidation will both enhance
the marketability of the company as
an investment and better position the
company to raise the funds necessary
to execute its business plan. The share
consolidation is subject to approval by
the TSX Venture Exchange.
I am confident that this consolidation
should put Commerce Resources into
the most attractive spot for a REE (Rare
Earth Element) junior with a tight capital
structure that will be highly financeable
for anyone (private, institutional, and
strategic investors along with bankers)
looking to position themselves in this
vital commodity space that appears on
the cusp of a new bull market.
The current threat from China that
they may halt shipments of REEs to the
United States has brought significant
focus to the fundamental realities of the
REE sector – continued increased global
demand against “issues” on the supply
“The heavy dependency on foreign
supply chains results in vulnerabilities
of relevant American industries,“ Chen
Zhanheng, an analyst at Association
of China Rare Earth Industry,
told the
Global Times last week.
“The US is under
pressure from a lack of rare-earth supplies
after it started the trade war with China.
Now the US is hoisted with its own
petard as China indicated that it will keep
its options open for using rare earths
as a weapon... The US fears that China
will limit rare-earth exports, which will
result in a huge loss for manufacturing
industries in the US as its supply chain
may be disrupted,“ said Chen.
Solution: New REE supply from the
North American continent. To the rescue
Commerce Resources and its counter-
striking Ashram REE “weapon“!
Company Details
Commerce Resources Corp.
#1450 - 789 West Pender Street
Vancouver, BC, Canada V6C 1H2
Phone: +1 604 484 2700
Email: cgrove@commerceresources.com
Shares Issued & Outstanding: 310,496,558
Canadian Symbol: CCE
Current Price: $0.06 CAD (07/26/2019)
Market Capitalization: $19 Million CAD
German Symbol / WKN: D7H / A0J2Q3
Current Price: €0.0385 EUR (07/26/2019)
Market Capitalization: €12 Million EUR
Chart Canada (
Chart Germany (

The Global Times concluded in last
week‘s article:
“The US is concerned about rare-earth
supplies. US President Donald Trump
has determined to make up for the
shortfall in the production of rare-
earth permanent magnets, pursuant to
the Defense Production Act of 1950s, a
US law that was once used to protect
its steelmaking capacity, according to
a memorandum issued by the White
House on Monday. The Pentagon on
July 15 sought a quick response about
rare-earth output in the US from
domestics miners and refiners before
July 31, Reuters reported.“
Whether or not China actually halts
shipments of REEs to the United States
is less important than the actual threat
that has been made, because this has
finally motivated the Americans to
do something about this distressing
vulnerability they have to China.
And this brings us to the exciting
times we are in today – along with the
exciting possibility that Commerce
Resources and its Ashram REE
Deposit will rise to the top of the REE
junior field like the sweet cream it
is – arguably the REE project that can
compete with the best REE producers
globally, past and present.
The other sea change factor to
consider is that China has become
a net importer of REEs (and also of
fluorspar, which the Ashram Deposit
hosts in great quantities along with
REEs). This simply means that anyone
outside of China is now in direct
competition with the Chinese for new
sources of these critical commodities.
Highly Competitive
Fundamentally, the Ashram REE
Deposit in Québec, Canada, compares
favorably to the world’s largest REE
producers, including the Bayan Obo
REE Mine in China which shows quite
plainly the most important criteria
for success – being a gargantuan
deposit hosting the highly
advantageous REE minerals
Commerce Resources‘ management
has not done anything specifically
new to process the Ashram material
because they did not have to.
Management set their sights on the
most standard type of REE producing
mines in the world, found the Ashram
which compares to these world’s
largest REE producers, and then
advanced the Ashram REE Project to
where it sits now.
According to a statement from Chris
Grove, President of Commerce Resour
ces: “More capital is needed to com-
plete the pilot plant and produce the
approximately 20 samples requested
by global majors who have all basically
said that:
1) they are worried about future
supplies and prices for the REEs, and
2) they do not want to have to depend
upon a Chinese source for their own
Research #30
| Commerce Resources Corp.

Previous Coverage
Report #29
“Commerce Resources: Like
A Phoenix From The Ashes“
Report #28
“SENKAKU 2 – Total
Report #27
Breakthrough in the Niobium-
Tantalum Space “
Report #26
“Win-Win Situation to
Develop One of the Most Attractive
Niobium Prospects in North America“
Report #25
“The Good Times are Back
in the Rare Earths Space“
Report #24
“Commerce Resources and
Ucore Rare Metals: The Beginning of a
Beautiful Friendship?“
Report #23
“Edging China out of Rare
Earth Dominance via Quebec‘s Ashram
Rare Earth Deposit“
Report #22
“Security of REE Supply
and an Unstoppable Paradigm Shift in
the Western World“
Report #21
“Commerce well positioned
for robust REE demand growth going
Report #20
“Commerce records highest
niobium mineralized sample to date at
Report #19
“Carbonatites: The
Cornerstones of the Rare Earth Space“
Report #18
“REE Boom 2.0 in the
Report #17
“Quebec Government
starts working with Commerce“
Report #16
“Glencore to trade with
Commerce Resources“
Report #15
“First Come First Serve“
Report #14
“Q&A Session About My
Most Recent Article “
Research #30
| Commerce Resources Corp.
Overall, Commerce Resources has had
the immense support of Zimtu Capital
Corp. and the patience of all debt
holders who believe that Ashram is
the right REE project to help solve the
Western World’s supply problems for
these essential commodities. Zimtu
Capital held 17,784,178 shares of
Commerce Resources at a cost base
of $0.15 CAD per share according
to Zimtu‘s Quarterly Report as at
February 28, 2019.
Typically, the goal of a share
consolidation (also called “roll-back“)
is to complete an equity financing
sometime thereafter as the first
financing after a roll-back is often one
of the most lucrative for investors and
as such may attract fresh capital more
Note that private investors from all
over the world may also participate in
an equity private placement, where the
company sells and issues new shares
to investors, oftentimes attached with
a warrant which entitles the holder to
acquire more shares from the company
at a fixed price exercisable for up to
several years.
Existing shareholders are sometimes
given priority in an equity private
placement following a roll-back.
In case Commerce Resources
announces its intent to complete
an equity private placement after
the roll-back, I plan to participate
as an existing shareholder because
I continue to be a strong believer in
the ability of Commerce Resources‘
management team to advance the
Ashram REE Project for the benefit of
its shareholders.
Consider that the proposed share
consolidation may also create the
ability for Commerce Resources to be
in a strong position to negotiate terms
with interested parties to take the
Ashram REE Project to the next level.
It‘s time to take the bull by the horns
and make it happen – with a strong
corporate structure and strong
Report #13
“Shedding Light onto the
Rare Earth Playing Field“
Report #12
“Key Milestone Achieved
from Ashram’s Pilot Plant Operations“
Report #11
“Rumble in the REE Jungle:
Molycorp vs. Commerce “
Report #10
“Interview with Smith and
Grove while the Graveyard of REE
Projects Gets Crowded“
Report #9 “The REE Basket Price
Deception & the Clarity of OPEX“
Report #8
“A Fundamental Economic
Factor in the Rare Earth Space: ACID“
Report #7 “The Rare Earth Mine-to-
Market Strategy & the Underlying
Report #6 “What Does the REE Market
Urgently Need? (Besides Economic
Report #5 “Putting in Last Pieces Brings
Fortunate Surprises“
Report #4
“Ashram: The Next Battle in
the REE Space between China & ROW?“
Report #3
“Rare Earth Deposits:
A Simple Means of Comparative
Report #2
“Knocking Out Misleading
Statements in the Rare Earth Space“
Report #1
“The Knock-Out Criteria for
REE Deposits: Cutting the Wheat from
the Chaff“

Public Reply | Private Reply | Keep | Last ReadPost New MsgReplies (2) | Next 10 | Previous | Next
Follow Board Follow Board Keyboard Shortcuts Report TOS Violation
Current Price
Detailed Quote - Discussion Board
Intraday Chart
+/- to Watchlist