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REE/Strategic Minerals Concentrator, July 17, 2012

Time for a new Concentrator...

Lynas headed up this morning, had a soft pop downunder last night, TOL news still hovering in the Malay twilight zone...

http://www.raremetalblog.com/2012/07/alkane-resources-mou-with-shin-etsu-chemical-for-dzp-rare-earths.html?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+typepad%2FIBmE+%28RareMetalBlog+%29&utm_content=Yahoo%21+Mail

Important news for Alkane, setting a methodology early that I expect to see repeated for many of the more advanced 2nd tier rare earth projects...

ALKEF is difficult to trade on the pinks, volume and liquidity just is not there, but for our Australian traders it may present an opportunity at this point.

Disclosure: I am long OTCPK:ARAFF, GMO, OTCPK:GWMGF, OTC:GDLNF, OTCQB:IAALF, OTCPK:LYSDY, OTCPK:LYSCF, OTCPK:NATUF, QREDF.PK, QRM, SNDXF.PK, OTCPK:SRSR, OTCPK:HREEF, OTCPK:TAMO, TAS, TRER.PK, TIE, UAMY, OTCPK:USMN, OTCQX:UURAF, URRE.

Additional disclosure: I trade actively in the REE/Strategic Minerals space.