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Bobwins STU.V STXPF Stuhini Resources Molybdenum Follow me this will be interesting.

Most Molly is used to make steel lighter and stronger plus for Oil, LNG and green industries.
World Bank recently stated moly is a critical metal needed in 7 of 9 green energy technologies. plus molybdenum has up to 4 times the electrical capacity of lithium

Bobwins to answer your question yes the CPM group said demand is high and supply short. This will continue for at least 4-5 years since up and coming Moly projects are scarce due to the previous low price of Moly. This has to be the reason for Moly recently going from $ 15/lb to $32/lb in 6mths. Most of this move after CPM report.

Now normally Im not the least bit interested here, since its something I do not understand very well and as you said, Moly would have to stay strong. CPM has that covered in the you tube link below.

Enter Stuhini Exploration STU.V which trades at a $17M MC. Currently trading at a 100% premium to the private placement that closed yesterday. .

I took a 1st position about 1 year ago because I liked the quality precious metals/Ni projects in BC + US Arizona, and their proximities to Brixton and Garibaldi. Plus The CEOs fiscal responsibility. He takes a $2000/mth salary with no office rent, and is a large share holder of the company. Eric Sprott likes him too and invested in the 3 PP including the current one. I think this is the only one ES participated in the last several mths. I followed on the last 2. Shareholders are partners with them and not paying large salary overhead but rather speculating in the increased value of the projects

When CPM asked How can investors best get exposure to Moly? Andrew Zemec answers , do your homework on the best moth balled NA projects that were hot in the past and theres only a couple.

Turns out Stuhini has the mothballed Adanac Moly project. 480Million reconfirmed lbs of Moly, drilled off, went through feasibility in 07, fully permitted and was funded for $800M. They spent $80m including $22M on the current Ruby Creek access road, then crashed and burned in 09 due to the banking crisis crash. Moly price never recovered until now. Adanac traded at $3/shr and a $300M MC

Stuhini refocused and is reproving up everything. 480M lbs Pit Constrained Resource is now NI43101 compliant, Still has the BC mining access permit, the $22M road. and the old technical report. My understanding is he has a lot of interest and turned down a lot of big money because he didn't want to finance down here.

480M lbs @ $32 US = over 20B $C in the ground.
CPM said Moly above $ 12 - 13/lb incentifys pushing new production

Greenland Resources is trying to move a remote similar size project but much further down in progress. MOLY.N went from a $50m MC to $120M MC last 30 days. Thats multiples of Stuhinis MC plus you get the high quality metals projects that Eric Sprott is interested in.

Molybdenum producers do not listen to the market, with CPM Group

So originally I remember you and CL being active with the Moly chatter on 07 08 and thought you might remember Adanac Molybdenum Corp AUA and have some info to add while I was in heavy DD mode. Good chance they will spin off the metals assets into a separate entity or JV Ruby Creek Moly

Old report
http://www.baystreet.ca/articles/research_reports/fundamental_research/adanac051007.pdf