skeptical analysis of goldman report, page-6

Hi Ischerrer,

Great post thanks for that info,

It shows that ALK will be one step ahead of the other, soon to be producers, with having such a relative large amount of HREE in its resource.

These HREE could become a deciding factor who gets the best price for off-take agreements, especially when it comes to the LREE.

Any Off-take agreement to be signed can stipulate that if you want our, in high demand HREE, you will need to buy also our LREE in the deal.

Even Zirconium could become part of that deal making process.

So looking at the interesting mix of the Dubbo resource, ALK has extra room to negotiate better prices then say, LYC or ARU for that matter.

You would think that because of this, a premium value should be carried in the shareprice of ALK compared to the other REE miners.

If all goes well, I can see plenty of upside ahead for ALK in the near to medium future.

And not alone because of its Dubbo REE project but also with its gold resources.
Today we can read that Greece is in trouble again, with its debt and possibly need more help from the other EU countries.

This European debt problem will not go away imho, and will make sure that goldprices stay strong in the future.

So imho the sun is shining on ALK and will so, for some time to come.

And we shareholders will get an extraordinary sun tan out of it...

good luck

jojo