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