I don't know Ausheads, I think that Moly's forecasted production costs are just plain wrong...
I'm not sure if they have even begun to engineer a new facility leave alone the fact that it will cost significant amounts of capital to tear down and ENVIRONMENTALLY dispose of all of the old one...
They are a LONG way out so predicting future costs is a cloudy crystal ball at best... Also, if they fail to secure the low interest $280m loan from the US government they are really going to be in trouble... If they do, the levered free cash flow will be in danger until the debt is paid back...
Moly stock faces an uncertain future... IMO there are as many negatives facing Moly as there are positives facing Lynas...
Ann: Investor Presentation May 2011 , page-22
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