P3: "...MolyCorp - will hold the only serious rare earths supply outside of China".
If Moly is their only serious competitor I envy them!!
But let's be fair... I've been taking seriously the view that Chinese interests are looking to either own a good sized chunk of Lynas at a bargain price or to delay production and weaken the company so we're not a strong competitor. (It's a strong suspicion not a conviction.)
So really what we disagree about is who has both the motivation and the power to take Lynas down.
Good luck to all holders: I can almost smell the TOL. Mind you my bassets bring in all sorts of smelly stuff!
just a conspiracy theory...., page-3
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