nick curtis on business channel right now!, page-16

Hi toly,
I see changes even in last 4 days that i ve been away.
Your post summed it up nicely.
Glad i made the right move to switch from ARU to LYC at a good time.
Finance would play a big role to get ARU into production because of the global situation. Look how the plan for FMG expansion was slowed down for similar reason.
There is also a time factor .LYC would be producing and taking the advantage of the best price for REE.While others would still be dreaming.
Having said that ,the tenements and the basics of ARU are still attractive .
Future t/o of ARU by LYC may not be fiction of the imagination.
I consider ARU at much lower SP because of the waiting time involved as a lt investment is much longer than LYC.