jack lifton on re prices in 2014, page-7

No_8.
My post was not intended to be neg.
Lynas and moly are "considered" to be the top two BUT not in terms of Critical rare earth.
Lynas has heavy ree too.Duncan ,etc
That is not the problem,is it?

And in imo ,the Heavy REE is most valuable (going by volume )
The one with the right mix is the winner.

Listen again ,The interviewer raised the point "off the record' ..... at the 4:00 mark.

If other REE come into play ,would they present as a problem in terms of supply/demand of critical/HREE ?
Or we cont to believe that "contracts for whatever lynas can produce"
Is the money in quantity or quality ?

I believe Lynas missed most of the first cab advantage.
But that is only my opinion.
Future will tell.