ALK 2.88% 53.5¢ alkane resources limited

"exaggerated statements or claims not meant to be taken...

  1. 19,583 Posts.
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    "exaggerated statements or claims not meant to be taken literally"

    My point exactly, ALK is not a primary RE producer, it is a by-product stream, < 30% by volume incl LaCe & considerably less by value, certainly marked to market.

    Suggesting any investment decision DZP will be made on the basis of the other 85% of payables by volume.

    My initial point was simply that Lynas' execution issues were largely materials handling that only became apparent at scale, hopefully ALK can avoid many of those, or certainly deal with them more efficiently than Lynas did for 20 months.
 
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