In terms of ALK being up, may be this explains it:...

In terms of ALK being up, may be this explains it:

http://www.raremetalblog.com/2011/04/lynas-alkane-talking-co-operation-report.html

As for Moly, it's a US company and Lynas is not. Moly has some well connected backers all the way up to the US government.

For example, from a press release on April 6, 2011:
U.S. Rep. Mike Coffman (R-CO) today introduced legislation to avert a U.S. rare earth supply crisis by restoring our nation’s production of rare earth metals. Coffman’s bipartisan bill, H.R. 1388, the Rare Earths Supply-Chain Technology and Resources Transformation Act of 2011 (RESTART Act), would achieve this by reestablishing a domestic rare earth industry in the United States.