Marpal...Exactly...Moreno has to do some quick coverage soon as CYA activity or be seen as "behind the curve".  She is not.   She knows very well what's going on.  What you will see is a carbon copy in some form of the famous and now "retired" "The Strategist" on Seeking Alpha, who after alternately denigrating or leaving out any mention of GWMG for a couple of years while on Molycorp's payroll, suddenly discovered over night, in a 4 part series(!!) no less, that :

 

  • Great Western Minerals Group Valuation Actually Is Great (Part IV Of IV)
  • Great Western Minerals Group Valuation Actually Is Great (Part III Of IV)
  • Great Western Minerals Group Valuation Actually Is Great (Part II Of IV)
  • Great Western Minerals Group Valuation Actually Is Great (Part I Of IV)
  • This is a guy who insisted, when he mentioned GW at all, that it was too small an operation to even bother with, the mine had no tonnage, and the company would never be a player because at 5,000 tpa, it would be smothered by Lynas at 21,000 tpa and MCP with 40,000 tpa.  What changed his mind?  MCP decided to expand their downstream appearance of vertical integration by buying Neo Materials, and needed a functional example of how it should be done to justify their spending $1.3billion.  So they paid young Mr. Evensen to wipe the slate clean and start over on a rah rah celebration of GW's brilliance for originiating the strategy in the REE sector, hoping for some rub off on them.  Basically, Wow, look at what these guys can do, and MCP will soon be able to do it bigger and better!
  •   Watch for a lot more of this in the coming weeks, folks.  Crow is on the menu for several bloggers, analysts, and "newsletter" writers, all of whom will be describing the strong but pleasant flavor of this newly found and suddenly popular Corvus brachyrhynchos, found in Canada, the UK, and South Africa it turns out, which they have known all about for a long time, but have suddenly decided to let their loyal followers in on the ground floor and reveal their appreciation of this suddenly popular bird.   Yeah....Right.