PEK

At the recent Proactive Investors Forum in Sydney, I was impressed with this company's CEO.  Today, you will hear about the spate between China and Japan.  China is threatening to withhold sale of rare earth elements to Japan as a punishment over those tiny islands in territorial dispute.

Hence, Japan will have to seek a more reliable source.  Already ALK has benefitted but another company with the right mix of REE is PEK which is at its low.