desperation, page-23

Molycorp which is losing upwards of $80+ million dollars per year + $1.3 billion debt has still got more than 45% institutional support.

When Lynas has got 1/3rd the debt of Molycorp, limited capital expenditures, and above market prices for rare earth elements, the probability for Lynas going up is more from this point onward.

Lynas is just one monster announcement away from starting upward journey and giving respite to many of its long-term holders. I am not being a dreamer/ramper here, but thinking from the probabilities of the events in the next few months.

And what are the events that can trigger the upward journey for Lynas:
- Cashflow neutral operations.
- Increasing rare earth prices due to consolidation & regulation of Chinese REMs companies.
- Debt restructuring.
- REMs demand forecasted to be 11% from 2014 to 2020.

Anway, institutions are always the latecomer due to the utmost nature of managing risk for their client fund. (eg think Apple before 1997, and in 2014 – did Apple had lot of institutional investors before 1997 and the answer is no.)

Regards,
Sab Maya