Mtm100,
You seem to misunderstand Jack Lifton. He is not being negative about the REE market in general but providing a critical and educative appraisal of that market.
It is not his role to champion Alkane or any other conpany, but as Lifton emphasises (and as I have discussed with him privately), the companies likely to succees in the REE business are those which can profitably produce REE ore, concentrate or final REE metals up the REE value chain.
'Profitably produce" may be ipso facto, or as in Australia, the main REE companies also have zirconium, gold, copper and other metals which can be used to subsidize REE prodcution costs.
jack lifton's rare earth primer, page-4
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