What has always concerned me about rare earths is that they tend to look attractive relative to current metals prices, but if some of the new deposits go into production there will be such a glut that prices could plummet.
Thus, the golden goose may lay a poison egg.
Just one of those nasty ironies when it comes to the minerals sector. It seems like 90% of the time the way the minerals markets work is that heads someone else wins and tails I lose.
That's why I'm pretty much out of the sector except my one great white hope, Sabina Gold and Silver.