Replies to post #115 on IAMGOLD Corp (IAG)

[OntaREEo]

Much deeper underground and under the water table make it less viable than SRSR which is close to surface and amenable to open pit methods, also, a major financing with a Chinese SOE is expected to close by February .....

(Asia and China in particular is the probably the greatest source of growth in niobium in the next few years .....)

[downsideup]

Quantum is one of my least favorite REE/niobium stocks...

They appear to me to be a "promoted" opportunity, more about promoting the stock than about promoting an actual development focused company...

Trade them accordingly, I guess...

It seems a bit of an oddity that all the "better" development potentials I've found in REE and in niobium... don't promote their stocks... and, as a result, are (as a group) priced well below those other companies that talk a whole lot more, but have a lot less to brag about, in fact...

What % of the company budget is spent on promotion ?

Not as much of an issue with IAG, of course, who is an established producer...

But, at IAG, the niobium issues aren't that different than those other niobium developers face... certainly as "% market share"... as IAG falls farther and farther behind their competition, over time, inspite of the torid pace in niobium demand growth.