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Re: Ed from PR post# 1349

Thursday, 07/28/2011 12:59:08 PM

Thursday, July 28, 2011 12:59:08 PM

Post# of 4675
Ed, >"...AMY is going to be on the radar more often!... Is that good or bad for us???"

As i see it, this can only be for the good. There are some stocks that will incur short activity when they come to wider notice b/c of some actual or potential fatal flaw....

Yet AMY's prospects on the fundamentals look remarkably robust as based on the PEA by Kemetco and Jim Powell's analysis and what's going on with Mn miners in China and S.Africa making them much higher cost producers than AMY (i.e., electricity costs, environmental toxicity, transport costs, export/import duties).

In other words, AMY has a "grand narrative" supporting it: no real competitors in most likely becoming in 2014 (or earlier) the lowest-cost, most profitable, most eco-friendly of all future producers of the ultra-critical/strategic metal/mineral EMM and EMD/LMD, located in a country-safe jurisdiction with veteran mgmt and highly respected independent consultants (Kemetco, Wardrop, TetraTech, the Canadian NRC-IRAP program).... developing its property right during the long-awaited and much-needed era of Congressional support for domestic production of critical minerals.....

That's a hard story to beat.... The share structure is fine-- yeah, some warrant overhang like almost all of the juniors, but nothing that can't be burnt off within less than a year once volume picks up on all the good news catalysts coming.

Given the real likelihood of a buyout offer or a JV partner after the pre-feasibility study in Oct or final feasibility study around March, i would never try to short this one even if i could short a pinksheet stock.

Bottom line: the more international attention AMY gets, the better. All imo....