RE: RE: RE: RE: RE: RE: Ak-Tuz impact on HRE? My inner voice tells me, that we should be proud on Stans' management. They seem to be culturally fully adapted to this KG mentality and I am sure, they have made important "friends" on higher levels based on their subtle yet straightforward method in developing their enterprise. Investing in Stans to me equals an investment into a political process first, hopefully paying off as an investment into a dark horse. While Lynas belongs to the noisy ones, HRE is the opposite of that. My impression: This behavior could be more successful in that particular region, because they seem to be prepared to sit things out.
Kettl_a, you may be right: Don't run after the "mill", let it come to you (like an investment strategy). If HRE starts with the new one, the "old" mill has no value anymore. I could imagine, that R. Mackay and his team do prepare themselves for such a move. Why not? This problem might solve itself.
What is happening in MYE caused by LYNAS is bad for the reputation of the REE-business. As a result, chances are, that the whole sector might suffer of a lack in interest (and money). Thus it is cleaning out itself, not only the small ones, but quite a few of the big companies may face (financial, evironmental) problems. Good on those, who are careful with expenditures and finally powerful in hitting the market with the right products. David's belief, that Stans will be still the first hREO-producer outside China encourages me strongly on this invest.
> mikado_D