patience or foolish!, page-23

Lol Graham, you remember "The Strategist". The spotty kid was all over Yahoo as well, he had to get the bus out to Mt Pass from Vegas for one of their tours a couple of years back 'cause he didn't have a drivers license!
He regurgitated everything M Smith fed him, particularly enjoyed the "HRE in the staff car park" - "just down the road" story, strangely enough that came out just after Lynas's first Duncan Ann.
His crowning glory was: "Our analysis suggests that Molycorp is conservatively worth $139/share on a net present value basis at the end of 2012."

http://seekingalpha.com/article/319144-molycorp-a-second-chance-part-iii-of-iii?cache=0.3408193495730448

Strangely he didn't bother responding to my requests for an update, maybe suggesting he move the decimal point a couple of places left pissed him off?

Point is, how can people be so confident of Lynas's business plan with little knowledge of the opposition? China has been deliberately opaque, this is slowly changing, but Molymess has been a great case study.