I also hold ARU & ADY roughly 60:40ish, however I consider them totally different plays, ADY more for the Iron Ore and I do believe the LI story as I would bet on the LI battery and not NiMH, however ARU has other REE that will certainly be a rarity and therefore priced accordingly. ADY are obviously making some money on IO and with the expected price increase will make a little more. The only problem with both off these plays in this market is that they are still both considered as spec stocks and sometimes get punished for that. My feeling is that should the market correct some more we may see further downside. I am betting on no further correction and hoping for major upside in both these companies.
Good luck to all of us!
ARU Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
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