rich,I suppose I am your audience here. I am a Lynas holder (who...

rich,
I suppose I am your audience here. I am a Lynas holder (who is happy with Lynas) but I consider ALK (and now solidly ALK over ARU) down the road. I think the ziconium, niobium and some other strategics are can't miss. The gold is not important to me and the copper seems overpriced for the slowing globe at the moment.
I do like ALK overall and I think it will be successful. But the things putting me on the sidelines now are the low ore grade for HREE (25% of less than 1% TREO is a little low), and the funding is still at an early stage. That's not a big knock as the company is still a true junior. But since you made a could case in your post, I wanted to share some of my concerns and welcome any responses. Either way I wish and honestly expect good times ahead for both of these companies. GLTA