BERAL, INC.
Andrew Racz
Director of Research
300 East 54 Street, Suite 26C
New York, NY 10022
Phone: (212) 319-6949
Fax: (212) 753-1944
E-mail: mlikar@aol.com

Cache Exploration, Inc.

October 22, 2010

Canada: CAY.Y $.33
USA-PK: CEXPF $.33
Shares outstanding: 11,507,000
Market cap: $7.0M
Options: 900,000
Warrants: 4,929,000
Exercise of options and warrants, together with potential
financing, can increase the market cap from $7.0M to $10M.
AN ECONOMIC PEARL HARBOR

In the early part of October, 2010, the issue of the scarcity of rare elements broke into the world. We have suddenly discovered, although we knew it before, that rare elements are desperately needed in hybrid automobiles particularly, electric cars, in calculating machines, in windmills, in a whole series of machinery. We have also learned that these elements which feed and keep feeding the machinery of the 21st century, are 95-97% mined in China. The reserves of the 17 rare elements are limited. However, rechargeable batteries, televisions, automobile exhaust systems, rely on rare elements, Apple Computer, the later products and the rapidly growing calculating machines, iPads, that are being used all over the world.

When 95% of the production is controlled by one country, China, which has the greatest currency reserves in the world, $2.5 trillion, the issue gets first into politics, then onto the front pages, and finally in the stock markets. The facts are as follows.

House's Markey Asks Locke, Chu, Gates to Probe
China's Rare Earth Policies

U.S. Representative Edward Markey asked the Obama administration to report on China's curbs on the export of rare earth elements and ramifications for the military and U.S. clean energy producers.

Markey, the chairman of the House Select Committee on Energy Independence and Global Warming, said in a letter today to four Cabinet members that he is concerned by reports China is imposing additional restrictions on rare earth materials.

"I am troubled by this recent turn of events," said Markey, a Massachusetts Democrat. Dependence on China for rare earths and that country's "willingness to use this reliance for leverage in wider international affairs poses a potential threat to American economic and national security interests," he said.

In rare elements the supply is less than the demand, and in this case a shortage which reverberates all over the world. The demand for rare earths is expected to exceed supply by 40,000 tons annually unless major new sources are developed. The actual production outside China is controlled by a few companies such as Molycorp, NYSE, MCT on the New York Stock Exchange, and Rare Element Resources listed also on the NYSE under the symbol of REE. The market capitalizations of these two companies are listed in the table below.

Molycorp
$32
$2.64 billion
Earth Resources
$10½
$334 million

There is a whole series of companies outside the Western hemisphere, of which the largest is Lynas. The individual countries basically outside China are operating on a combined basis. The demand is so strong for the product that contracts will be handed out irrespective of geographic considerations. For instance, Wyoming is a very good area for rare elements. At the same time, Lynas has deposits in western Australia and the demand has now put into motion research for new deposits all over the world. Lynas is being financed by JPMorgan, with an initial investment of $500M. It may have a market cap of $2.5 billion.

There are a few major companies in the picture, but individual smaller entities such as Cache Exploration has its own niche. He intends to outline Rare Earth's mineral deposits and develop these deposits towards production as quickly as possible. This requires a tremendous amount of capital. At the same time, what is also happening in the world is the projected future demand is creating a valuation for the deposits that have been and are likely to be discovered, but the market capitalization of companies like Cache are growing by leaps and bounds.

CACHE EXPLORATION HAS EXPLOSIVE POTENTIAL

Cache with its $7 million plus market cap is in fact quite an advanced rare earth metal exploration company. Let us not forget that it is unofficially stated that 60% of rare earth deposits have not been explored. The value of such properties may be over $10 billion. Furthermore, there are probably less than 20 rare earth specialists in the world whose knowledge and diligence can lead to major changes in the market price of a company like Cache.

Cache engaged Dr. David Lentz as a chief geologist and director of the company. His initial remarks are worth for consideration. Dr. Lentz is head of Cache Exploration and heads the Technical Committee for Cache. He has extensive experience with a variety of uranium and rare earth element-bearing deposits. He has provided applied research advice on Quest Uranium's (now Quest Rare Minerals) George River and Strange Lake claims. Quest's stock price increased from 10 cents to $6 and has recently raised $46 million. Dr. Lentz's experience goes back to 1986 with his doctorial studies of U-REE pegmatite’s and carbonatites in the Grenville of Ontario and Quebec, and when in 1989 he was oriented to the Thor Lake Property by GSC geologists conducting research on those deposits, while employed by the GSC. Thor Lake was then Canada's leading rare earth deposit.

Quest Rare Minerals
Cache Exploration, Inc.
QRM.V
CAY.V
$5.00
$0.35
Shares outstanding:    49.5M
Shares outstanding:    20M
Market cap:    $247.5M
Market cap:    $7M
Note: Cache has a long way to go.

    Quest Rare Minerals Ltd. (QRM.V) Overview

Canadian-based company focused on the discovery and development of new world-class Rare Earth Elements (REE) deposit opportunities. Currently advancing several high-potential rare earth projects in Canada's premier rare earth exploration areas.

Capital Structure (October 8, 2010)
Stock Exchange Symbol
QRM (TSV-Venture)
Shares outstanding - basic
44.8 million
Shares outstanding - FD
49.5 million
52-week Trading Range
$1.65 - $5.57
Last traded
$4.80
Daily Trading Volume
487,863 shares
Market Capitalization
$215.0 million
Working Capital
$3.4 million

Dr. David Lentz - Director

Dr. Lentz is a professional geoscientist registered with the Association of Professional Engineers and Geoscientists of New Brunswick and is a qualified person under the meaning of National Instrument 43 101. Dr. Lentz is an full professor on the Fredericton campus of UNB and holds the UNB Economic Geology Chair. Before coming to UNB, Dr. Lentz worked as a researcher with the Geological Survey of Canada and the New Brunswick Department of Natural Resources. He is a leader and contributor within the geological community and is one of the strongest promoters of the Geological Association of Canada worldwide. For more than 20 years, he has been an active volunteer in the field of geology and has made many outstanding contributions to GAC's Mineral Deposits Division. Dave Lentz has extensive experience with a variety of mineral deposit systems, in particular U and REE bearing deposits.

Dr. Lentz's experience spread to the Bokan Mountain deposit in Alaska which is owned by Ucore Uranium. In April 2009 Ucore released an early stage mineral studies of uranium and rare earth.

  
Ucore Rare Metals
Cache Exploration, Inc.
Price
47¢
 
Cash
$2.1M
 
Issued and outstanding
86,475,198
 
Stock options
4,427,420
 
Warrants
18,538,750
 
Fully diluted
109,441,368
 
Market capital
$50M
$7.0M

In order to demonstrate how cheap the common stock of Cache is, we have made the above two comparisons. Medallion is tied to Rare Earth Resources. Rare Earth Resources is the most popular North American rare earth company.

  
Medallion Resources
(MAL.V)
Cache Exploration
CAY.V
Shares outstanding
40M
20M
Price
74¢
35¢
Market cap
$38M
$7.0M
MEDALLION RESOURCES LTD.
Latest stock quote - TSX-V
Date
10-22-2010
Time
15:59 EST
Last
$0.70
High
$0.74
Low
$0.66
Volume
651,202
Change
-0.05

Cache's property acquisitions are:

  1. The Welsford REE Properties one of North America's top REE prospects, located in southwestern New Brunswick, and is related to the Welsford Intrusive Complex. The Welsford Intrusive Complex is similar to the Strange Lake Complex, an REE deposit located in Labrador and Quebec and the Thor Lake REE deposits in the Northwest Territories.
  2. The Long Lake property consists of 160 claims situated in New Brunswick. The Long Lake potential polymetallic deposit has showings of silver, copper, molybdenum, lead, zinc from soil sampling and trench work done by previous companies working on the property.
  3. The Louil Hills REE Property Bull Arm Formation located in eastern Newfoundland with rocks of peralkaline affinity. Historic sampling have shown Zr Nb Y mineralization, and is therefore a favorable REE exploration target.
  4. Cross Hills REE Property located in southeastern Newfoundland. Historical exploration and sampling have revealed numerous mineral occurrences, the most significant is the discovery of Zr Nb Y REE mineralization in aplite veins that intrude the peralkaline granite.
  5. Bluff Lake Cu Au Property Cache has an option to earn a 70% interest in certain mineral claims known as the Bluff Lake Cu Au Property located in the "Quesnel Trough" area of British Columbia, Canada. The Bluff Lake Cu Au Property is located immediately north and adjacent to GWR Resource's (GWQ X) Lac La Hache copper gold property. The Lac La Hache Property is situated between producing mines at Imperial Metals' Mt. Polley Copper Gold Mine and New Gold Inc.'s New Afton Copper Gold project (Teck Cominco's legendary Afton mine), and is well served by rail, road and power infrastructure. This property provides a diversified portfolio for the company while concentrating on REE projects.

Fundamentals

Rare earths, comprised of about 17 elements, serve as vital components in everything from lasers, optical fibers and petroleum refining, to automotive parts, computer monitors and televisions. The following is a list of rare earth investment opportunities.

"The increasing need by the electronics industry for special metals with defined characteristics, such as inertness, conductivity and fusibility, has seen a revival in demand for [rare earths]," Nomura strategists said.

That demand combined with the tension between China and Japan last month to boost prices for the rare earths worldwide.

Shin Etsu Chemical Co. in August announced a 20% price increase for its main product, rare earth magnets, noting that prices for neodymium had climbed 2.5 times from the price seen in the summer of 2009, while prices for dysprosium had doubled since the beginning of this year.

Nomura reports that the price of rare earths has soared by 200% over the past three months.

And with China the world's biggest producer, accounting for more than 95% of global supplies of rare earths, it could be at an advantage.

"China would withstand the inflation from higher prices due to massive volume of capacity and output [of rare earths], and control over most of the life cycle of the finished goods that the planet can't live without," said Richard Hastings, macro economist and consumer strategist at Global Hunter Securities. "All of this encourages more investment into China, from abroad but especially internally in China."

Cache's exploration mandate is to explore historically known rare earth mineral deposits that are located near infrastructure and in politically stable locations. Cache's project includes Wellsport Properties near St. John's, New Brunswick, the Course Hills REE Property near Grand Lapiere, Newfoundland, and New Hills REE property in Newfoundland.

Each of these are exploration programs where the development is conducted rapidly, particularly if the money which is required for phase 1 to phase 2 or 3 of the program is available in the capital markets. As an example, the company was given 131 claims surrounding Wellsport in New Brunswick. The company's chief scientific advisor, Dr. David Lentz, has created the technical information for exploration.

For exploration companies, qualified scientists, experts in rare elements is of tremendous advantage. Furthermore, the times in which we live clearly state that we live in a competitive world in which a small company like Cache has to acquire territories and develop them as fast as possible. There is an increasing world demand and the fact that China has 95% of the world's supply has not changed and is unlikely to change in the period ahead.

China and You

Right now, China controls the market for rare earths, a group of 17 key elements used in many of today's modern technological devices. Precision guided weapons, night vision, radar systems, hybrid cars and wind turbines: All rely, in part, on rare earth elements.

Rechargeable batteries, for example, need lanthanum, while polished glass for flat screen TVs and the like require cerium. Automobile exhaust systems rely on rhodium, and high powered magnetic motors necessitate neodymium and dysprosium. These metallic elements — and twelve others — have unique properties crucial for miniaturization, laser and energy efficiency.

Last year, China produced 97% of the world's rare earths, sparking concerns. And the situation has only grown more tense recently, after Japanese traders reported their rare earth shipments were halted during a diplomatic dispute with China.

The Biggest Global Producer of Rare Earth Elements

Enter Bautou, right at the center of Chinese production of these types of rare earth elements. And Inner Mongolia Bautou Steel Rare Earth Hi Tech Company holds the spotlight there. It has quietly grown into the world's biggest producer of such minerals, contributing nearly half of China's production.

Yet the U.S. moved in the opposite direction for years. Once the world's leading producer, it now mines none of it, mostly because of onerous environmental regulations. The government has begun to look into starting up again.

The Grand Picture

According to our research, the following represents the current future production and world demand. Such figures decide the fate of a small exploration company that wants to break into the world picture. The first issue about which we have to be very clear is that the various properties which are listed in the table below may only be the beginning for Cache. The company is designed in its current format to be represented by 11 million shares, 10 million warrants, and a market cap of $7 million. A potential public offering of 5 million shares and warrants would increase the capital base.

This makes sense since most geologists think up to two thirds of the world's deposits of rare earths lie unexploited, outside of China. That?s a good thing too, considering how it uses much of what it produces for its own burgeoning high tech industries.

As China grows, it will have less and less to sell to other countries. Recognizing this, Japanese companies have taken to scouring Canada, India, Australia, Vietnam, Kazakhstan, Brazil and Mongolia to find the next big deposits.

Depending on management skill and determination, there is an increase in market capitalization which can be utilized for raising capital and acquiring extra territories. We have no doubt that with more money and higher market capitalization, the company will acquire other exploration properties such as we listed before, and in six to twelve months it may become a totally different entity.

Political Climate

There is no question that rare elements is and will remain a political football. We have the following assumption:

  1. The world is heading towards a demand factor which could approach between 175,000 to 200,000 tons a year before the current decade comes to an end.
  2. It is our assumption that far from being conservative, that estimates may be liberal, as the number of applications for which rare elements are being used is going to increase.
  3. There is very little indication that the Chinese will be overly liberal in exporting rare elements. The historical example shows that in the last two years the exports fell by 30%, and in the year 2011 this would represent less than 30,000 tons per year for the whole world.
  4. It is a possibility that may be unlikely that the Chinese will use rare elements as a semi diplomatic measure and would try to corner part of the electronics industry in one country or the automobile industry in another.
  5. The global production indicates that some international cooperation may be coming, but it is not going to come until the West, meaning North America, Europe, South America and Japan, equip themselves with additional exploration and production.
  6. Taking into account that rare earths are essential ingredients in emerging green technology, turbines, batteries for electric cars, advanced military hardware, and naval radar systems, it is politically suicidal not to embark on more research, exploration and production of rare elements.

The Political Importance of Cache

It is very unusual but it is essential that a management of a small company like Cache picture itself as the Allied troops were in Normandy. The Western countries under General Eisenhower had no bearing in Europe until they landed in Normandy. This is where Cache comes into the picture. A small company with the strength and determination of several public offerings, starting as with a $7 million market cap, could put itself into a $20 market cap company, acquire a following, acquire political and mining contacts so it can put itself in the picture of mining rare elements. Once the path is established, it has a place at the negotiation table.

Putting all the Caches together, the United States will have power to negotiate with the Chinese on rare elements. Cache is well on its way to mine rare elements. In politics, just as in finance, power counts.

If I may use a historical example, since I started with one, the most startling point of the 1938 Munich Agreement was when Marshall Stalin said "No chair for me". Cache or other companies has no place at the negotiating table unless they work hard, look for deposits, raise money, mine the deposits, and represent in toto a negotiating posture towards the Chinese.

Another historical example, a man who was behind America's rare earths minerals. Ross Bhappu, is a little known commodity investor who acquired through his equity firm Resource Capital a position of $110 million in Molycorp. That investment today is worth about a billion dollars and put Molycorp in the picture. Molycorp is now mentioned in every article of rare elements history. There is nothing unusual about the intellect of Ross Bhappu.

My closing remark is that rare elements will not disrupt the world economy, but in fact, has to develop provided more people like Ross make up their minds that to develop rare elements mining from very little to start with is a good business and an opportunity.

We do not bet against the United States. We fought the Second World War -- we will be the most powerful nation in electric cars and iPads.

Rare earth element stocks have been surging lately. Once unknown to the general investing public, shares in companies that mine these special resources are now being snatched up without pause. There are few of them that are public, and even fewer that are currently making money.

It's a high risk high reward sector to invest in. But if you have the risk capital to utilize, it's worth rolling the dice when the table is tilted in your favor. Knowing when that is, well, is anybody's guess. This kind of high risk, high reward scenario is the nature of speculation.

Rare earths a group of 17 chemical elements that you can find in the periodic table are used in everything from wind turbines to televisions, iPods, and hybrid cars. Almost all technology devices utilize them in some way, so you can see why demand for shares in companies that can bring rare earths to market is so rampant.

Yet, there are few REE mining companies in the world outside of China even as demand for the precious metals soars. Consider these mining companies the clean energy equivalent of oil exploration and drilling companies. If you think there's a future for clean energy, by extension you think there is a future for rare earth mining companies. Companies such as Cache Exploration, Inc. should be reviewed.

It is the opportunity created by the Brave New World of the newly born
Rare-Earth Universe.

Disclaimer

Information contained herein is based on data obtained from recognized statistical services, issuers reports or communications or other sources believed to be reliable. However, such information has not been verified by us and we do not make any representation to its accuracy or completeness. Any statement non-factual in nature constitutes only current opinions which are subject to change. BERAL INC. or their officers, directors, analysts or employees may have positions in the securities or commodities referred to herein, and may as principal or agent buy and sell such securities or commodities. An employee, analyst, officer or a director of BERAL INC. may serve as a director for companies mentioned in this report. Neither the information nor any comment expressed shall constitute an offer to sell or a solicitation of an offer to buy any securities or commodities mentioned herein. There may be instances when fundamental, technical and competitive opinions may not be in concert. This firm may from time to time perform investment banking or other services for or which investment banking or other businesses from any company mentioned in this report.

 

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Mining Corp."

Posted May 19, 2006 

"Gateway Gold:
It"s A Gold Story"

Posted May 15, 2006

"Ken Lay's Legacy"
Posted May 8, 2006

"The Principal Guest Was Missing"
Posted April 25, 2006

"J.P. Morgan Offers Advice To Ken Lay"
Posted April 11, 2006

"Pocketful Of
Miracles"

Posted April 8, 2006 

"Midway Gold
Corporation
"
Posted March 23, 2006 

"Harvest Gold"
Posted March 2, 2006 
 
"Sparton Resources"
Posted March 1, 2006 

"Interview with
Robert McEwen-
U.S. Gold Corporation
"
Posted February 22, 2006 

 
"A Tribute to
Rudy Giuliani
"
Posted February 15, 2006
 
"Your Money Is Not Yours"
-Enron & Martin Siegel, Esq.

Posted February 9, 2006

"Other People"s Money -Enron & Martin Siegel, Esq."
Posted January 28, 2006

"Northern Star Mining"
Posted January 16, 2006 
 
"Sonesta International Hotels Corporation"
Posted December 29, 2005 

"The Currency of Mass Destruction"
Posted December 5, 2005
 
"Bunker Hunt-Silver-China"
Posted November 28, 2005

"50 Relatives Worse Than Yours"
Posted November 14, 2005

"Then And Now"
Posted November 9, 2005 

"The Business of Hungary is Business!"
Posted October 31, 2005

"Mr. Prime Minister"
Posted October 13, 2005
 
"U.S. Gold Corp."
Posted September 29, 2005

"Orezone"
Posted September 23, 2005

"Mr Clarke -
Call In The Boys"

Posted September 12, 2005
 
"A Letter To
President Bush"

Posted September 8, 2005

"Mr. Smith Goes To Hungary"
Posted September 1, 2005
 
"Orko Gold"
Posted August 18, 2005

 "Near Hit"
Posted August 16, 2005

"An African Queen"
Posted August 11, 2005

"1848 and Beyond"
Posted August 4, 2005

 

 

Andrew Racz. 300 East 54 Street, Suite 26C, New York, NY 10022
Phone: (212) 319-6949 Fax: (212) 753-1944. E-mail: mlikar@aol.com

Copyright © 2011 Andrew Racz. All Rights Reserved.

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