LYC 1.52% $8.02 lynas rare earths limited

chinese roulette, page-4

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    lightbulb Created with Sketch. 6
    The Americans can subsidise Molycorp if they want. A bit unrealistic to expect a govt to wade into domestic Malaysian politics, especially an American one - imagine the furor.

    IMO, the CR could have been better if it had a record date for retailers on the day of announcement at a reasonable discount of the VWAP of the previous week. A forward looking price is bound to get played with (by retailers).
 
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