fa on lynas, page-50

Coppertop, some very valid points you have stated to the ignorant posters who basically are day traders, they come & go and in the end, lose their money.
Im a commodities factor within Australasia & have found this company quite unique and with profitable funds i and asian counterparts are buying up as much as we can of this stock.
With regards yr price analysis, here are 17 rare earth elements (REEs), 15 within the chemical group called lanthanides, plus yttrium and scandium. The lanthanides consist of the following: lanthanum, cerium, praseodymium, neodymium, promethium, samarium, europium, gadolinium, terbium, dysprosium, holmium, erbium, thulium, ytterbium, and lutetium. Rare earths are moderately abundant in the earth’s crust, some even more abundant than copper, lead, gold, and platinum. While more abundant than many other minerals, REEs are not concentrated enough to make them easily exploitable economically.
World demand for rare earth elements was estimated at 136,000 tons per year, with global production around 133,600 tons in 2010.
World demand for rare earth elements was estimated at 136,000 tons per year, with global production around 133,600 tons in 2010.
The difference was covered by previously mined above- ground stocks.
World demand is projected to rise to at least 160,000 tons annually by 2016 according to the Industrial Minerals Company of Australia.
Some mine capacity at Mt. Weld has come on-stream in 2012, but far below the projected 11,000 metric tons of capacity.
Other new mining projects could easily take as long as 5-10 years to reach production, so "LYC" is well placed for the next 24 months.

Primarily i am now selling product for the Robotics industry which is covered by non disclosed companies & the product is purchased through 3rd parties to keep it that way. Mainly to retard price.

While the Lynas Corp. Mt Weld project and Molycorp’s Mountain Pass are currently on-stream, they are producing at an annualized rate of 700 mt and 15,000 mt respectively, below their stated annual respective capacities of 11,000 mt and 19,050 mt (a total of 30,050 mt). Molycorp plans to add an additional 20,000 mt of capacity at the Mountain Pass mine when market conditions warrant. Most new (greenfield) mining projects that are underway could easily take as long as 5-10 years for development.

My question to you is, how do you see yr points as stated by you,
LAMP can sufficiently ramp up to meet & beat the looming possible short supply in what would seem 3 years time ??????

I do not believe that "LYC" will remain as it is in its present form as it will be consumed by Temasek by looking at the facilitated crosses that have begun.

I loved yr post and would be interested in your reply.
Kindest regards, RED