jack lifton's rare earth primer, page-3

Why is it that people who post Lifton's negative comments on the REE market in general on this board always forget to include the information that Lifton himself is rather bullish on Alkane, due to the fact that REEs are only a buyproduct for them (at current prices, DZP should be operationally profitable on the basis of zirconium and niobium alone), not to mention their gold projects that will cover part of the overhead costs ???

E.g.

"I believe that REEs can be produced as secondary values / byproducts at the lowest costs, by:
- AMR Minerals
- Alkane Resources (ASX:ALK, OTCQX:ANLKY)"
http://www.techmetalsresearch.com/2011/11/decoupling-the-rare-earth-junior-mining-market-from-emphasis-on-molycorp-and-lynas/

or

"If either is to survive, this will be if - and only if - the Chinese do not again ramp (up) by (light rare earth) production targeted for the export market," says Lifton.
... With regard to heavy rare earths, the only potential Australian survivor named by Lifton is Alkane - and that is because it can produce rare earths at lower cost because of the by-product factor. (Alkane plans to mine the speciality metals zirconium, hafnium and niobium along with rare earths.)"
http://www.raremetalblog.com/2011/11/bleak-rare-earths-outlook-for-mines-shareholders-says-lifton.html