lamp turmoil also for alkane, page-3

Alkefguy
I know you are a great Alkane supporter , and its terrific that you are ....but Alkane just DOES NOT have any Agreement / Understanding with Lynas for any product that will come out of the Dubbo Zirconium Project.
The Press article that appeared some little time ago to that effect , was INCORRECT speculation ...and as late as last weeks AGM on the 17th May , Ian Chalmers made a specific public point in his Address ...no Lynas tie -up or deal, and that they are in advanced discussions with other REE producers.
In fact , my further understanding from communications with the company , is that Alkane has focussed its REE MOU discussions with producing parties that will best service the Japanese , European and North American markets , same at it has done with the Zirconium off takes .
The more the Chinese tighten their REE export Quotas, and the more China itself needs to address the lack of HREE Supply , IMO the better it will be for Alkane to do deals completely independant of any Lynas tie-ups.
The scramble for HREE products and the supply/demand shortage and pricing can only accelerate .
cheers