GWG & REEPrivate group


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  • Thinking Outside the Box

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    3 stars

    In one of his interviews with Tracy on InvestorIntel, Jack Lifton made an interesting observation. I paraphrase, but the gist of it is this. In the traditional mining sector, supply is generally cultivated to meet demand. In the rare earth sector, however, demand (outside of China) will be...
    1 Replies · September 02, 2014 03:02 pm
  • Possible Outcome?

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    Are we a hope trade? http://business.financialpost.com/2014/08/25/oil-sands-dream-evaporates-with-bondholders-facing-40-loss/?__lsa=bb1d-3a75 Was going to buy more shares, but after reading this article. I'm sitting on my hands for now. Menelaus
    19 Replies · August 25, 2014 11:42 am
  • Plan "B"

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    Management should be looking for feedstock outside of China. Wondering if Solvay has any feedstock that they receive as payment that they could sell to us. Maybe Lynas or Molycorp have some material we can use. The heck with friends in China, we are talking about survival here. Hope they are not...
    0 Replies · August 28, 2014 02:34 pm
  • Streaming Finance

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    I admit to being an ignorant stockholder of gwg, have been for several years and bought into the mine to market, vertical integration concept. @I was always a mutual fund or DOW index type investor. @This was my 1st experience on a penny stock company... I didn@t do any significant DD on gwg...
    16 Replies · August 20, 2014 12:17 am
  • A new article on SA about GWG

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    http://seekingalpha.com/article/2429375-update-great-western-minerals-reports-strong-q2-earnings
    0 Replies · August 17, 2014 08:56 am
  • CIBC / Financing

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    Is CIBC looking to make money! (unlike those put here to point out the negatives) So... let us look through the lens of a CIBC investment Banker at a company (any company) Any Company (AC) is seeking $250 million to restructure its balance sheet. AC has: (1) - $13 million cash (2...
    9 Replies · August 15, 2014 12:25 pm
  • let's look at a possible "near term" positive!!!

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    everyone go to GW web site ... look at slide #18 in the June 11th presentation at the Rare Earths North America 2014 Conference ... http://www.gwmg.ca/sites/default/files/webcasts-presentations/20140611%20GWMG%20Metals%20Pages%20Conf%20FINAL.pdf ... in this slide Marc discussed the...
    4 Replies · August 15, 2014 05:30 pm
  • Seriously

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    On the other board it was suggested that given the present cash position and the monthly burn rate and the interest payment due on the bonds, that GWG would run out of funds by March 2015. @I suppose the implied point is that the company could go belly-up. But is it not the case that certain...
    0 Replies · August 15, 2014 06:26 pm
  • MD&A, p.11

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    Fascinating table of bond funds allocated and spent on p.11. I particularly like Working Capital and Other General Corporate Activities - Allocated 5 million, Spent 27,652,194!@ Good times back then.
    1 Replies · August 14, 2014 08:58 pm
  • Reading the endtrails of a goat

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    There is not much new to take away from either the 2nd quarter financials or the conference call. I have a few thoughts on the preliminary discussions with the bond holders regarding the restructuring of the company's dept. The first question I ask myself is what does the company have to offer...
    4 Replies · August 14, 2014 03:02 pm