As previously mentioned, I'm really only throwing up a RE perspective, and basically suggesting the end market has shifted away from ALK's key economic rationalisation there:
And Lynas has suffered similarly with Eu, which was Mt Weld's second largest revenue stream after NdPr, now very heavily discounted as the market moved decisively from phosphors.
From that perspective bohlsen's comment makes a lot of sense:
"look at Zr and FeNi and see the backbone of the project being into 'real markets' "
GL, will be a great project if they can make it work, certainly got the mine life.
ALK Price at posting:
25.5¢ Sentiment: None Disclosure: Not Held
(20min delay)