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Main ForumRare Earth Expert Jack Lifton names 4 ASX listed REE companies that should survive

  • Rare Earth Expert Jack Lifton names 4 ASX listed that should survive

    I guess quite a few readers will know that jack Lifton, one of the world's few rare earth elements experts, has been publishing a series of articles entitled:
    The Rare Earth Space, "A Culling of the Herd, and the Survivors"

    Last night Lifton published his survivor list for the Australian - Asia region.

    The three articles published over the last three weeks makes for quite a long read but if you are thinking about or are already invested into the rare earth space this is a great chance to get up to speed in one big hit. It is worthwhile reading the comments as well.

    There is a lot of angst being expressed by those that have invested in companies that did not get a gong.... this is likely as Lifton could be seen as a king maker. So far though I don't think he has shifted the market... I don't find this surprising as by and large most brokers, especially in Australia, don't have a clue about the rare earths and seem to lazy to even do the most basic research. (Just watch Sky TV Your Money Your Call: Shares and you'll see what I mean) Let alone read something a few pages long.

    Personally I am pretty pleased with Lifton's picks as he has applied a deep understanding of the REE field and a lot of company specific research and has picked three of my four long term rare earth investments. Put another way I hold LYC, ALK, HAS and GGG.

    Whereas Lifton writes: "I have selected as survivors the mine sites and operations of Alkane Resources Ltd. (ALK.ASX), Lynas Corp. Ltd. (LYC.ASX), Northern Mineral Ltd. (ASX.NTU), and Hastings Rare Metals Ltd (ASX:HAS)".

    My daughter owns and edits and if you want to go beyond Jack Lifton's articles it is a useful starting point.

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