Crossposting the link: last third of the text is about Alk, esp...

Crossposting the link: last third of the text is about Alk, esp hafnium

http://www.stockhouse.com/opinion/i...hard-karn-believes-are-positioned-for-success


Hafnium is similar in this regard to another specialty metal we like a great deal, scandium, in that it is not demand for hafnium that is the limiting factor but its very availability due to it being supplied solely as a byproduct.
  
Myriad new and expanded uses await increased hafnium supply, and Alkane is uniquely positioned to become the first company to offer primary mine supply of roughly 200 tpa at the cost of little more than another circuit in its processing plant. Hafnium oxide trades for roughly half the price of the metal, or $600/kilogram.
  
One would expect a near quadrupling of supply of any specialty metal would result in lower prices, but reduced hafnium prices would also spur new uses and bolster demand. Over time, hafnium prices would find equilibrium, in all likelihood at lower prices, but even assuming prices are halved, 200 tpa would still represent $60M per year in additional revenues for Alkane for 80 years: you do the math.
Read more at http://www.stockhouse.com/opinion/i...re-positioned-for-success#m3CAKLwEdymfKRd7.99