jack lifton's rare earth primer, page-6

Leapzig,

I posted Liftons' assessment on LYC, NTU and GBZ, as wel as Alkane.

Because the purpose was educational and had strategic implications, I did not (and nor did Lifton) recommend any one stock.

However, Jack has outlined the necessary conditions for a REE comapny to be successful in the future.

It is up to Alkane and ALK posters whether they believe they fulfill those conditions.

I will now give a personal opinion. I favour ALK and LYC for different reasons. NTU is also of interest because of its HREE bias.

I suspect there will need to be some consolidation in the industry, or at least, marketing JVs because no one company can satisfy all customer needs. You probably cannot combine production technologies because they are different for HREEs and LREEs.

However, customers will want a one-shop where they can order 2 measures of those and 3 of these accoding to their industry applications.