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sumisu

05/15/14 7:32 AM

#281 RE: nowwhat2 #280

Great charts and yes, that 25-cent level is a hurdle.

I believe that the only way Commerce will break through future levels is with a joint venture with a large partner. That way it could avoid issuing stock to fund more drilling programs, secure its future with a deep-pocket partner and bring Commerce forth as a force in rare earth metals.

The offset is giving up part of the action, but I'd rather have a half loaf of bread than none at all.

Stay tuned and I'm patiently waiting,

sumi
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sumisu

05/15/14 7:38 AM

#282 RE: nowwhat2 #280

This is a dated post, seven years old, but it is worth reposting: #msg-16547628 In fact, start from the first post of this board; things are still in play. A lot has happened in the past and a lot more will happen in the future.

sumi
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nowwhat2

05/23/14 11:04 AM

#287 RE: nowwhat2 #280

This from the/a May 12th Rockstone report

Find the May 12th and April 23rd reports here :
http://www.rockstone-research.com/#!__rockstone-en/research
because it sure seems to me that it's these reports which're hoisting things !

*And I too am fairly impressed with these Rockstone Reports.....
(They seem to be fairly "straight up")....Altho : Who is this "Secutor" guy ?
I dunno....*Might have to Google him out.
Wonder if he's any better'n the once famous Jack Lifton....
Or (lol) maybe whether they're both the same guys - Jack Liftons' alternate handle ?

Anyways : (look at his target valuation !)

This from the/a May 12th Rockstone report

VALUATION :

In Secutor‘s valuation, an after-tax NPV of $1.44/
share was calculated for Commerce‘s Ashram
Project in Quebec, which is +747% from its current
share price of $0.17.
The calculation was based on the July 2012 PEA
results, including project finance (100% debt plus
$28 million in equity for completion of the prefeasibility
study and feasibility study), using a
10% discounted cash flow model and March 2014
REE prices.
Although REE prices are much lower than in mid-
2012, the Ashram Project remains robust thanks
to its balanced REE distribution giving it “a better
chance of surviving price weaknesses“, as Secutor
analyses, and which is in stark contrast to other
producers, first and foremost Molycorp and Lynas,
struggling to remain profitable at current low
market prices.

$1.44.share : That is his Target.....
Don't you just love such things ?



God Bless

*MY Target would just be the upper-most line :






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nowwhat2

05/27/14 2:41 AM

#288 RE: nowwhat2 #280

For determining the significance of this .25 cent level, please visit the post to which this is replying.....
Thank-you.