Alkane strengthening board for the future., page-14

On seeking Alpha there was an interesting contribution on Lynas:
https://seekingalpha.com/article/4113815-ree-bet-lynas-corp?page=2

with a comment written by Leonarda Cinque who addressed also the importance of Alk and the potential impact of the contribution given by the appointment of Gavin Smith for the further development Mount Dubbo. Read his full comment:


Leonardo Cinque
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As previously mentioned I'm very positive on Lynas but on Alkane as well. http://bit.ly/2ymSjgJ

It's a successful gold miner with a fully permitted, shovel ready, rare minerals mine. http://bit.ly/2zu22Q3 The Dubbo Project contains 15 of the rarest elements from zirconium, hafnium, niobium etc. and it looks as if Siemens, off-take agreements are in place for their wind turbine production - will come in with the financing. http://bit.ly/2ypolZc

The metals used in the production of Electro Vehicles, wind turbines and the myriad of other green technologies goes far beyond lithium and graphite and the extraction of Alkane's rare minerals from the Dubbo mine "could imply a potential A$2.20/ share valuation" > page 4 of the Research-Report: http://bit.ly/2zu236z

Just this morning I doubled my position because the market obviously misunderstood the impact of Gavin Smith as nominated non-executive director who will not only bring in complementary skill sets and diversity to the leadership team but to Robert Bosch Australia and Germany as well. http://bit.ly/2yponjM

This underlines my idea of a Bosch / Siemens financing the Dubbo project in their own interest to stay well positioned in the green technology market http://bit.ly/2zv49CS

Beside this, Alkane has established a joint marketing company to expand Vietnam Rare Earth's (VTRE) market base into Europe and North America using VTRE existing feed, replaced progressively as Dubbo comes on stream. > page 10 http://bit.ly/2yooRqx

The Rare Earth Minerals market has just been awoken and with new technologies and "green demand" it will rocket sky high. Now is the time to select the winners in safe jurisdictions that will be able to fulfil the demand of the big western technology companies, willing to pay much higher prices then today. Market disruptions as we saw them in the China / Japan conflict in 2000 could easily come back with rising tensions around North Korea.