basket price falls heavy today to 38,88 us$/kg, page-27

don_corleone, can you read or do you just think people here will swallow your shallow garbage?

"according to jack lifton rhodia will not be able to seperate the hree from mt weld."

The very article you pointed to spells out exactly the opposite to your stupid claim:

"Rhodia is looking for HREE feedstock. Molycorp or even Lynas could be producing a small amount of HREEs, which they are not going to refine because their plants are not set up to process these minor constituents of their feedstock. Those minor constituents could be refined by a company with that specific capability. Rhodia could buy all those smaller REE feedstocks to get enough stuff to run a fairly large plant economically. It just makes sense. Rhodia's La Rochelle plant is the only active REE recycling facility outside China that I know about, and the only one I know of in the Western world with the capability to separate HREEs."

What Jack didn't know at this stage (he was excluded, refused entry as part of a group to La Rochelle earlier this year - funny, Lynas did the same thing when he wanted to visit the concentrator although they welcomed him at the LAMP mid year) is that La Rochelle have ADDED two pot lines for recycling as well as restarted the original two, i.e. doubled capacity. He does now as I sent him the deeply buried company reference I found. Solvay/Rhodia are quietly setting themselves up at La Rochelle to be the major ROW M/HREE refiner and will almost certainly be tolling for Lynas. Remains to be seen what downstream value add Lynas has negotiated into that deal but I'll bet you London to a brick they have something cooking.

From the same article Jack states "World terbium production is only a couple hundred tons. So, 20 t is a significant increase."

Did you realise that LAMP 1&2 will be producing 21tpa Tb or 6.6% of current production? 84tpa Eu or 23% (one quarter) of current production? 21tpa Dy & 63tpa Y to boot.

You also stated: "let's not forget that in phase one only carbonate is being produced". Aside from the fact S1 will be producing 2,700tpa Nd/Pr oxide does it really matter if the Ce & La are in carbonate provided they are sold? Off take agreements will be written to customer requirements and the fact that they are 100% pre sold is far more important than the 20% discount applied to carbonate.

I'd be far more concerned if I was holding Moly stock as there is a real chance Mt Pass might be renamed Cerium Hill.