Why would Siemens sign a contract with Lynas

In May 2015, Siemens signed a 10 year contract with Molycorp for the supply of rare earth magnet feed materials for their wind turbine machines .
The debate at the time was why Molycorp and not Lynas and the reasons were:

Siemens is concerned that they cannot guarantee medium to long term supply of magnet materials out of China (their major wind turbine competitor) and is looking for a non-China supply solution.
they are de-risking the decision by only choosing from existing, operating, non-Chinese production.

Some suggested Molycorp because of:
price, maybe it’s availability. Perhaps Lynas does not have the spare output out of contract. Maybe it’s a social licence issue .

In the quarterly report on 30 sep 2015, there was an important statement from the company:
In FY15 we focused on improving the internal operations and capabilities of Lynas to create a solid foundation for further business growth. Lynas can now confidently present itself to the market as a reliable supplier of quality, environmentally assured products backed by supportive lenders. In FY16 our strategic focus will be to work with participants through the Rare Earths supply chain to grow the total Rare Earths market and to create a strong differentiated position for Lynas products.

SO WHY SIEMENS WOULD NEGOTIATE AND SIGN CONTRACT WITH LYNAS VERY SOON:
- Lynas is now the only non-Chinese producer after the demise of Molycorp.

-Lynas presents itself as a reliable supplier of quality products after recent sustained increased production.

-Stable business after successful refinance of its debts with strong backing from its creditors.

-Lynas was awarded the social license that its operation is environmentally safe when:
The IAEA Report confirms that "the radiological risks to members of the public and to the environment associated with the operation of Lynas Advanced Material Plant are intrinsically low.

Lynas has got all the criteria that made Siemens signed contract with Molycorp.

IMO, THE RECENT JUMP IN THE SHARE PRICE AND THE STRONG BUY EVERY TIME THERE IS A SELL OFF, IS AN INDICATION OF MARKET ANTICIPATION OF SIEMENS AND THE LIKES ARE NEGOTIATING LONG TERM AGREEMENT WITH LYNAS AND SOON ALL WOULD BE REVEALED.

This company has a lot of potentials and with no doubt 2016 will be the start of a prosperous future with the quarter report two weeks away.

All IMO.