Lets not forget that both of the companies invested in ARU and...

Lets not forget that both of the companies invested in ARU and LYC are chinese gov co's. I would imagine both co's have a shared superior body that they report to. The chinese have control of LYC and have enough on the board of ARU to know exactly how to put their foot on our throat if the Chinese gov so desires.

With current prices down and Chinese exports reduced, this is a great opportunity for the Chinese to stockpile.

Nolans saving grace is the combined commodity income stream that it will provide. This reduces the risk to ARU in that ARU wont be so sensitive to Chinese manipulation of rare earth prices. With increasing dependence on rare earths, I can't imagine anybody will be able to control prices for more than 5% to 10% of Nolans 20+ year mine life.

So long as we can establish an income stream before the funny business starts.