Just another point on my post.
The TOL issue has been all bad news, but the wider RE price has been all bad news too. Q4-11 $124, Q1-12 $92, Q2-12 $53 are extraordinary numbers and look to be well overdone even for the pack, but we should be looking for a leveling and recovery in both RE prices and RE the connected stocks, Lynas will not get real separation from the pack until it proves sales, then I would suggest it will be spectacular IMO.
But imagine this was just any old stuff that made money, the numbers show a steep decline in the commodity this will always find a way to be represented in the SP and hence why we have seen so many similar looking charts for the same goods so to speak.
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