well the prediction of molycorp hitting $28 was made 2 weeks ago. The price was 11.65 and is now 10.02. so what is your point ?
"And, importantly, in a race in which "first to market" status could definitively determine who wins in the light REE production stakes, Lynas would be set back significantly, allowing Molycorp to bolt ahead. "
That makes sense to me.
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