Biggest REE play in town?

Ok, maybe it's a stupid question but I just realized that our market cap is now bigger than both Lynas and NTU's (which is soon to be Chinese controlled anyway - the new financing will lift Chinese interest above 50% ...)

So my question: Are there any Aussie REE miners (or polymetal miners with REEs) with a bigger MC than Alk left?

Of course there is still Molycorp over in the US (>200 mio), but with even Lifton speculating on their possible insolvency (Chapter 11, I'd assume), who knows how long before we are no.1 outside of China? Kinda scary thought - we don't want to attract all the speculators that come with that title ... :-(