Mickey Fulp updates on Avalon Rare Metals (AVL.to)

Way back when rare metals weren't the hottest dish of the day, Mercenary Geologist Mickey Fulp was singing the praises of this Avalon (AVL.to) stock. Since then we all know what has happened to the REE sector, but we now get to read an update on AVL from the first-footing Fulp. We also get to see just how much money you would have made by following his original advice... and it's a very lot.

So click here to download your PDF report of his updated analysis and thoughts on what might happen to the high-flying AVL.to going forward, dated September 27th and sent out to his FREE reading list on that day. This report is well worth your time, metalheads. By way of a taster, here's how the eight page report starts:

Avalon Rare Metals Inc (AVL.T) is a company that I have covered since June 2007 with a commissioned report on behalf of a private equity fund by my friend and colleague, Rich Radez, well-known for his semi-annual Chicago Resource Expo.

I was invited by Rich to evaluate AVL on a field tour of one of its three “flagship projects”, a hard rock lithium play in northern Ontario. That project did little to garner my interest but another one that CEO Don Bubar discussed in his power point presentation that morning over breakfast certainly grabbed my attention: Thor Lake, an advanced rare earth element play located 100 km southeast of Yellowknife in the Northwest Territories.

Since that sunny day on Rainy Lake near Kenora, Ontario, I have followed and written about Avalon both privately and publicly (Mercenary Musings: September 1, 2008; November 3, 2009). This is the fourth in a series of yearly comprehensive reviews on the company. CONTINUES

Here's the link to read it all again, just in case.

Inside Christmas with the Canadian Crew

A quick rundown of cool "quick let's file it while nobody's looking" inside transactions over the Christmas period.

Here's top of the pops, Rusoro (RML.v): Makes you want to burst into the Cat Stevens oldie 'Father and Son', doesn't it?

Rusoro Mining Ltd. (RML)						As of December 27th, 2009
Filing Date	Transaction Date	Insider Name	Ownership Type	Securities	Nature of transaction	# or value acquired or disposed of	Unit Price
Dec 26/09	Dec 23/09	Agapov, Andre Vladimir	Direct Ownership	Common Shares	11 - Acquisition carried out privately	53,428,167
Dec 26/09	Dec 23/09	Agapov, Vladimir Pavlovich	Direct Ownership	Common Shares	11 - Disposition carried out privately	-53,428,167

Next up is Exeter Resources (XRC.to) (XRA) and CFO Cecil Bond had himself a wonderful Christmas time:

Exeter Resource Corporation (XRC)						As of December 27th, 2009
Filing Date	Transaction Date	Insider Name	Ownership Type	Securities	Nature of transaction	# or value acquired or disposed of	Unit Price
Dec 24/09	Dec 21/09	Bond, Cecil Robert	Direct Ownership	Common Shares	10 - Disposition in the public market	-65,000	$7.960
Dec 24/09	Dec 18/09	Bond, Cecil Robert	Direct Ownership	Common Shares	10 - Disposition in the public market	-81,000	$7.820
Dec 24/09	Dec 16/09	Bond, Cecil Robert	Direct Ownership	Common Shares	10 - Disposition in the public market	-100,000	$7.650
Dec 24/09	Dec 16/09	Bond, Cecil Robert	Direct Ownership	Common Shares	10 - Acquisition in the public market	260,000	$1.200
Dec 24/09	Apr 12/05	Bond, Cecil Robert	Direct Ownership	Common Shares	00 - Opening Balance-Initial SEDI Report
Dec 24/09	Dec 16/09	Bond, Cecil Robert	Direct Ownership	Options	51 - Exercise of options	-260,000	$1.200

Moving on to MAG Silver (MAG.to)(MVG) and HEY WOW! WHAT A SURPRISE! It's another round of bare-faced shameless self service from the management crew:

MAG Silver Corp. (MAG)						As of December 27th, 2009
Filing Date	Transaction Date	Insider Name	Ownership Type	Securities	Nature of transaction	# or value acquired or disposed of	Unit Price
Dec 24/09	Dec 15/09	Rubenstein, Jonathan A.	Direct Ownership	Options	50 - Grant of options	7,715	$6.320
Dec 23/09	Dec 15/09	Harris, Jody Lynn	Direct Ownership	Options	50 - Grant of options	20,000	$6.320
Dec 23/09	Dec 15/09	Colterjohn, Richard Mark	Direct Ownership	Options	50 - Grant of options	7,774	$6.320
Dec 23/09	Dec 15/09	Carlson, Eric	Direct Ownership	Options	50 - Grant of options	6,602	$6.320
Dec 23/09	Dec 15/09	Megaw, Peter	Direct Ownership	Options	50 - Grant of options	8,203	$6.320
Dec 23/09	Dec 15/09	White, Derek Christopher	Direct Ownership	Options	50 - Grant of options	14,971	$6.320
Dec 23/09	Dec 15/09	Neal, Gordon	Indirect Ownership	Options	50 - Grant of options	32,883	$6.320
Dec 23/09	Dec 15/09	MacInnis, Daniel Thomas	Direct Ownership	Options	50 - Grant of options	8,379	$6.320
Dec 23/09	Dec 15/09	Jones, R. Michael	Direct Ownership	Options	50 - Grant of options	11,855	$6.320
Dec 23/09	Dec 15/09	Hallam, Frank	Direct Ownership	Options	50 - Grant of options	34,761	$6.320

Now B2Gold (BTO.to) and the mysterious Robert Shaw at it again:

B2Gold Corp. (BTO)						As of December 27th, 2009
Filing Date	Transaction Date	Insider Name	Ownership Type	Securities	Nature of transaction	# or value acquired or disposed of	Unit Price
Dec 24/09	Dec 24/09	Shaw, Robert Peter	Direct Ownership	Common Shares	10 - Disposition in the public market	-1,900	$1.220
Dec 24/09	Dec 24/09	Shaw, Robert Peter	Direct Ownership	Common Shares	10 - Disposition in the public market	-18,100	$1.210
Dec 24/09	Dec 23/09	Shaw, Robert Peter	Direct Ownership	Common Shares	10 - Disposition in the public market	-10,000	$1.150
Dec 24/09	Dec 23/09	Shaw, Robert Peter	Direct Ownership	Common Shares	10 - Disposition in the public market	-30,000	$1.140
Dec 24/09	Dec 23/09	Shaw, Robert Peter	Direct Ownership	Common Shares	10 - Disposition in the public market	-35,000	$1.110

And to wrap up, Avalon (AVL.to) and Robert Anderson just can't seem to take Jim Dines' advice about his own stock....way of the world, I suppose:

Avalon Rare Metals Inc. (AVL)						As of December 27th, 2009
Filing Date	Transaction Date	Insider Name	Ownership Type	Securities	Nature of transaction	# or value acquired or disposed of	Unit Price
Dec 27/09	Dec 22/09	Andersen, Robert James	Direct Ownership	Common Shares	47 - Disposition by gift	-2,500	$2.670
Dec 27/09	Dec 21/09	Andersen, Robert James	Direct Ownership	Common Shares	10 - Disposition in the public market	-5,000	$2.940
Dec 27/09	Dec 18/09	Andersen, Robert James	Direct Ownership	Common Shares	47 - Disposition by gift	-2,500	$2.810
Dec 27/09	Dec 18/09	Andersen, Robert James	Direct Ownership	Common Shares	47 - Disposition by gift	-2,500	$2.810
Dec 27/09	Dec 16/09	Andersen, Robert James	Direct Ownership	Common Shares	10 - Disposition in the public market	-2,700	$2.950
Dec 27/09	Dec 16/09	Andersen, Robert James	Direct Ownership	Common Shares	10 - Disposition in the public market	-7,300	$2.940
Dec 27/09	Dec 16/09	Andersen, Robert James	Direct Ownership	Common Shares	10 - Disposition in the public market	-5,000	$2.930

Avalon Metals (AVL.to): A great analysis up for grabs (free, too)

Get yourself over to Mickey Fulp's website the mercenary geologist, sign on for his totally free membership (he's mad) and then download your copy of his analysis on Avalon Metals (AVL.to) that he made available to his membership list late last night. In the 14 page report Fulp does a top job in explaining why there are REE companies and there are REE companies.

Here's how to get over there. Now go.

Disclosure: I get no benefit from reco'ing Fulp to you and I don't own AVL.to, either. It's just a quality resource that out there for you and for free.

Dear Jim. Thank you. Love Don

Not really LatAm, but a good lesson in why self-fulfilling prophecies are not and never will be my bag. When the famed Jim Dines pumped the hell out of rare earths to his mega-subs list a couple of weeks ago, the self-fulfilling prophet did this to the company share price of one of his picks, Avalon Rare Metals (AVL.to):

Management were quick to recognize the good fortune that had plopped into their lap in this PR dated May 27th that said amongst othe things;

"....management believes that this unexpected increase in trading volumes is related to the recent publication of some independent commentary on the rare earths business."

But those inside the company also know a gift horse when they see it. Here we see a nice bit of optioneering by Donald Bubar, President of AVL.to, who exercised his 69c papers to make room for another batch and has already dumped 25k of those recently exercised 100,000 options onto a willing and liquid market (and what's the betting is about to dump the other 75,000?).....all thanks to a newsletter writer and his flock.

Avalon Rare Metals Inc. (AVL)						As of June 12th, 2009
Filing Date	Transaction Date	Insider Name	Ownership Type	Securities	Nature of transaction	# or value acquired or disposed of	Unit Price
Jun 12/09	Jun 03/09	Bubar, Donald Stephen	Direct Ownership	Common Shares	10 - Disposition in the public market	-2,000	$1.690
Jun 12/09	Jun 03/09	Bubar, Donald Stephen	Direct Ownership	Common Shares	10 - Disposition in the public market	-3,000	$1.600
Jun 12/09	Jun 03/09	Bubar, Donald Stephen	Direct Ownership	Common Shares	10 - Disposition in the public market	-9,600	$1.580
Jun 12/09	Jun 02/09	Bubar, Donald Stephen	Direct Ownership	Common Shares	10 - Disposition in the public market	-10,400	$1.700
Jun 12/09	Jun 02/09	Bubar, Donald Stephen	Direct Ownership	Common Shares	51 - Exercise of options	100,000	$0.690
Jun 12/09	Jun 02/09	Bubar, Donald Stephen	Direct Ownership	Options	50 - Grant of options	100,000	$1.41