bear market?, page-9

imho, as I understand it LYC hold 7% of NTU, roughly $7m. I wouldn't call that substantial for a $3.5B company, and it's hardly a controlling interest in NTU.
Sure LYC & Conglin prop up the SP but that's also a double edged sword in that if one or both decide to exit the SP could get rather ugly.
Re LYC: Slide 7
http://www.lynascorp.com/content/upload/files/Presentations/Diggers_&_Dealers_Presentation_August_2011.pdf
shows CLD with a resource of 1.1mt REO and further updates to reserves in a few months. LYC isn't going to run out of RE's anytime soon, particularly when total supply shortfall is only projected at 40t next year & 25t 2014.
HREE did you say? Well I suggest you look at Slide 8 http://www.lynascorp.com/content/upload/files/Presentations/HK_Conference_presentation_181109_MPJ_789385.pdf and don't worry about Crown but look at the Southern Zone, now Duncan,
for Terbium, Dysprosium & Erbium and then apply the drill results just announced - 60 m @ 12.36%REO, 67m @ 9.07%REO, 43.5m @ 11.34%REO and 44m @ 10.29%REO.
Don't forget Mt Weld is already a mine with a concentrator and Duncan sits at the edge of the existing pit so they don't need to go near Crown anytime soon.
I bought NTU at 43c but couldn't justify holding them over a dollar and sold. Haven't seen anything to justify buying back in as yet and I think NC summed up the latest results quite succinctly.