Hey Phil,
I spread the love mate :-)
I believe I made similar comments to those. I'm only talking the big picture view. I really don't think Lynas is a Fortescue story purely because it is REE, so many ifs and buts.
And I would have thought the supposed value of Twitter, Groupon and all those others shows my point. Another bubble waiting to burst.
I've seen some posters mention Lynas and BHP in the same context. To me that is the same as giving Twitter time and space next to Microsoft.
If LYC had a world class iron ore resource and a ceo that hangs on like a rabid dog, then I'd agree with you
Cheers for the chat though, just my naive and dangerous thoughts :-)
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