Here is what I'm wondering today. Invest in "sexy" or in something based on reality.
From what I gather, there are just a few legit REE plays out there that could be up and running within the next 2 years. Molycorp, Lynas and last Alkane - maybe another one I'm missing.
But sometimes sexy is where the money is to be made. Some of these REE plays have supposed awesome resources (AVL?), but are nowhere near production within the next few years. Who knows what the market for REE will be 4 or 5 years from now. |