"I think most of MC,s claims of vastly cheaper processes were bogus"
Given so many of their other claims fair chance your right but regardless it is totally unproven that their CoGen & Chlor Alkali tech can even match Lynas's CoP.
Even if it could why would Lynas spend money on Molymess's very poor product suite when it has potentially THE best product suite/grade/volume in Duncan?
Lynas is proposing to spend $600M to build a plant to discard Duncan Ce, why on earth would they even think about buying Mt Pass with 50% Ce??
Molymess is not a serious competitor in any configuration.
kudos jan johnson, page-27
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