Interesting to note that I think it was Wesley Legrand who summarised it so well on ALK rare earth asset is their HREE. Assuming that when the producers comes on line in the next few years the supply dynamics would have changed for the LREE which may affect the price but not the heavy stuff will still suffer from supply constraints.
CR is probably an issue in the near future either after the DFS or separately for the Tomingley gold project as stated by IC. Overall, I am very happy with my investments here knowing that they have invested a lot of time in understanding and getting the right technology for ore separation and to prove it through the pilot plant. I also like the comments he made regarding not value add to seperate the ores into its individual elements like LYC because this process can push the producer status back several years.
In terms of the Tomingley project, can someone comment on the state of this project? Oh dear this sounds silly to some people because I made my investment then ask about the projects but the REE attracted me initially.
Cheers
ALK Price at posting:
70.9¢ Sentiment: LT Buy Disclosure: Held
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