This one goes to a report entitled “Why rare-earth mining in the West is a bust”, which is sub-headed “Forget the hype. In the global rush for energy-critical elements, our region can’t compete”. A very good longread coming on the back of the Chapter 11 of Molycorp.
This link goes to Brent Cook’s appearance on BNN’s Market Call. One hour 46 minutes of the whitebearded one on junior mining stocks, for your amusement and pleasure.
PS: Here’s that Trevali post mentioned by Cook in the show (min 36:30) that shows the market cap chart next to the share price chart.