Let me repeat the good bit from JL for those that can't be bothered reading the full article:
"Molycorp's problem is credibility..........The market today does not need both of them, and the market will decide which one survives........... is that Lynas will win the race due to its much lower operating costs and the experience of its operating team.Lynas' also seesm to have done an excellent marketing job IN ITS OPERATING REGION, Southest Asia."
YES, YES, YES!!!!
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