jan, the difference between the cop $7/kg from lynas and cop $37/kg from moly is the difference between fiction and reality. molys fiction part is $2.77/kg.
"double it if you like"? that would be $5.50/kg in the case of moly. reality is $37/kg according to your math.
lynas will have to face reality in april 2013 when showing quarterly report. the only hint about the real costs i have is the costs of total remuneration.
moly btw just diclosed a formal sec probe. day after cc!
if anyone can name a decent rare earth company outside china that is run by a skilled and honest management please name it.
jan, the difference between the cop $7/kg from lynas and cop...
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