LYC lynas rare earths limited

molycorp conference call, page-2

  1. 445 Posts.
    "Since Molycorp is able to process a higher grade of REO product than Lynas, they can garner a higher sales price."

    Hi wjtennis. Your statement (quoted above) is unclear. Are you suggesting that, compared to LYC, MCP has the advantage of processing a higher grade of REO raw material or that MCP's RE product is of a higher grade?

    My thoughts are that, LYC's CLD resource being at 9.8% REO compared the MCP's at 8.24% and LAMP being technically superior to MCP's production facilities, it would be quite the opposite in both cases.

    Seems that even Jack Lifton who was formerly pro-MCP is a LYC convert, especially after visiting LAMP and talking to its management team.
 
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Last
$10.03
Change
0.015(0.15%)
Mkt cap ! $9.415B
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Price($) Vol. No.
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