Orwell, respect your thoughtful posts. Have to dash out ATM but just a quick observation re pricing in that I believe the $30kg you are using is too high.
JPM estimate a realised price of $22kg for 2014 provided Lynas can sell proportionally across the suite. That price is currently supported by Moly's actual realised price for Q3 at $16kg, Moly's basket being circa 65% of Lynas's.
Hope that's constructive.
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