alk-our story lyc and aru holders maybe switch, page-15

ALK has Heavy Rees + Gold.

Guys this is the most repeated comment and one of the weakest statements IMO. ALK has "heavies" in that 25% of it's TREO of less than 1% are heavies. And even though this is suppose to be the first HREE mine that will go into production they have no long term HREE contracts OR guaranteed funding for the portfolio. In fact, if we go by a HREE/ Tonne of earth instead of HREE/tonne of ore Lynas has more heavies as a percent of earth. This fact created the analyst phrase that "You can't sell a percentage only a tonne of rare earth.
http://pmem.ws/files/users/a/535D64716E912048E040A8C0AC002D4E/TABLES%20OF%20COMBINED%20COMPARISON%20%20-%20GRADE%20-%20PERCENTAGE%20DISTRIBUTION%20-%20%20CONTENT%20PERCENTAGE%20-%20REO%20VALUE%20MAY%2024TH.%2C%202011x.pdf

And the gold is there, but it is high priced to extract and gold miners are all badly lagging the gold price around the globe.
ALK is a great stock for the Zirconium (first) the niobium (second) and the HREE (third) IMO. I think the firms and OEM's sees it that way. But the shareholders seem to see things very differently. Why?