LYC 0.42% $7.07 lynas rare earths limited

Is this the end?, page-39

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    'On the other hand a failure of Moly, as seems likely, kills off (effectively) all of ex-China RE production. Leaving Lynas with effectively a ROW production monopoly.'

    True, but the opposite is also very true, a failure of LYC increases the value of Moly?

    Moly has $400 to get them to another 9-12 months. LYC is bust without a new finance deal. Which has best chance of being around in 12 months?
 
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