This guy sounds very knowledgable in the RE space but lost me a while back when he was interviewed from his "storage room" in his basement because his wife wouldn't let him in the house
"But I am not sure why Jack keeps on hammering Molycorp and Lynas"
have a look at the disclaimer from the bottom of the article. This guy has a lot of fingers in many different/ other pies. Just like those that believe in Lynas and those that don't, we tell things the way we see it based on our own current investments or non-investment decision.
"For instance, Jack Lifton is currently a non-executive Director for Texas Rare Earth Resources Corp. (OTCQX: TRER) and AMR, a private Turkish mining venture. He is a paid business operations/marketing consultant to Rare Element Resources (TSX: RES | NYSE MKT: REE), Ucore Rare Metals (TSXV: UCU | OTCQX: UURAF), Tasman Rare Metals (TSXV: TSM | NYSE MKT: TAS), and NovX21 (TSXV: NOV). He is also the founding co-principal of Technology Metals Research, LLC. His consulting is done through Jack Lifton, LLC, a consultancy he began in 1999 upon his retirement as the CEO of an OEM automotive supply company specializing in process chemistry and metals trading. - See more at:
http://investorintel.com/rare-earth...-rare-earth-leader-myth/#sthash.RbPucWpQ.dpuf"
(20min delay)