Australian Rare Earths

Australian Alternative Energy Forum


Not Really a Forum, more of my memory aid.


Comments on this forum should never be taken as investment advice.


Go Back   Alternative Energy Forums > Alternative Energy Discussion > Australian Rare Earths

Reply
 
Thread Tools Display Modes
  #1  
Old 07-10-2013, 02:25 PM
Sparty Sparty is offline
Administrator
 
Join Date: Mar 2009
Posts: 1,765
Default Jack Lifton very impressed by Australia's Alkane Resources

I am a long term holder of ALK and have written about them many times in the past.

For those that don't know Jack Lifton he is one of the world's top REE analysts and I have followed his articles for several years now.

Here is what he said recently about ASX: ALK "I'm very impressed by what I know of Alkane Resources Ltd.'s (ANLKY:OTCQX; ALK:ASX) business model. Alkane is a polymetallic producer and its mix of metals, which includes zirconium, niobium, yttrium, REEs and gold, has allowed it to minimize the risk of depending entirely on REE production. Alkane is making a series of individual off-take agreements with separate vertically integrated refiners who themselves are also downstream end users and marketing experts in the products for which Alkane will provide the feedstock. This is an outstanding 21st-century business model that has allowed Alkane to create a synergistic revenue stream. In a sense, Alkane has become a mini-Glencore International Plc (GLEN:LSE), a vertically integrated trading company. This is a business model that I urge juniors with polymetallic deposits to emulate."

You can read more about Australia's Alkane and other Rare Earth companies at www.australianrareearths.com

 

Disclaimer: The author of this post, may or may not be a shareholder of any of the companies mentioned in this column. No company mentioned has sponsored or paid for this content. Comments on this forum should never be taken as investment advice.

Reply With Quote
Reply

Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is On

Forum Jump


All times are GMT. The time now is 09:37 PM.


Powered by vBulletin® Version 3.8.1
Copyright ©2000 - 2024, Jelsoft Enterprises Ltd.