LYC 1.30% $6.25 lynas rare earths limited

molycorp up more than 7% overnight, page-5

  1. 2,480 Posts.
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    Thanks for your response Chihawk,

    So you do think Moly is reasonably priced? That would just imply "all" the others are under valued.

    "What I find more interesting is the LYC and other REE stock valuations. Unlike Moly who is priced to perfection, our stock price and market cap seems to ignore our earnings potential."

    I suppose If I compared Moly (MC $6Bil) to Arufura ( $0.5 Bil)
    I wont compare LYC (>4bil) because I see them being ahead.

    Is Moly 12 times more valuable given they are both talking 18-24 months for production and "similar resources"?

    Thanks again

 
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