Syd - are you saying that there are rare earths with the Telfer tungsten. I haven't read about that, can you post a link?
For what it's worth my guess is that NCM has just about completed a routine cyclic low and should head back to $43.50 or slightly more over the next 2 - 3 weeks. Grain of salt with that thogh folks, I'm still at the stage of testing my ideas about how it behaves. I don't have any short term money on this.
NCM Price at posting:
$39.65 Sentiment: LT Buy Disclosure: Held