Thanks LB
Good to have a contrary/sober alternative view. However, even this article could be read to indicate that Lynas is in a sweet spot, with production coming on board next year well before anyone else, and there is a current short term supply shortage till 2012 at the very earliest.
Corolery - watch out for investment in spec rare earth projects just starting.
truth about why rare earth stocks are surging, page-8
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