lyc's competitive strengths and weakness, page-4

Totally agree your general sentiments Chihawk but I think many totally overlook the importance of CREO as a sales/marketing tool.
You want Eu? Well we've got La & Ce we can sell as part of the contract.
CLD alone is one of the richest known sources of Eu, strictly a MREE, also the highest value REO and along with Tb the ones that are holding there prices most likely due to the low energy lighting demand.
CLD alone will produce 84TPA or 50% of new production thru 2015 let alone other HREE from Duncan.
Building LT contracts over the full suite of REO is the path to profitability and LYC is in a unique position to do just that.
Talk of graphite companies is simply nonsense.