molycorp conference call, page-46

Ausheds: You have posted very important and relevant information regarding Lynas. Tolling of the Hree component of the current processed Mt. Weld concentrate through Rhodia will be accretive to the Lynas bottom line! The higher basket price can then be realized and even with Cogs in the range of $24/kg initially a positive profit stream should be realized!!! i am excited over this information and thank you for posting it! It remains to be seen what kind of tolling agreement with Rhodia can be reached by the Lynas board. Having Eric at the head of the LAMP should, however, help. He is a well know and respected former member of Rhodia. If the tolling agreement is reasonable and timely then the Hree components can be sold successfully as they are the more critical rees currently! Again thank you for these insights!