ALK 2.25% 45.5¢ alkane resources limited

does the market believe dzp will not proceed?, page-3

  1. 220 Posts.
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    Or that they believe it will proceed but it will be a white elephant...

    More likely though the rare earth market and zirconium continues to be belted. Yttrium off another 3.5% today.

    While the DZP potentially has huge profit margins once its up and running, I think for large investors its such a long life project, that there is plenty of time to get in on this stock at a later date, with lower risk and still plenty of upside.

    To be honest I expect a decent re-rating once funding and approvals are sorted out but not a massive one. I think we need to be actually producing at a profit or for product prices to start climbing to see the real potential coming out of this stock.

    At the moment for the large investors its still a speculative high risk venture.

    I've had a gutful of the current SP action but our time will come I'm sure.
 
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