Ausheds you talk sense.
Didn't you guys read the US Dept Energy Critical Materials Report Dec10 ?
http://www.pi.energy.gov/documents/cms_dec_17_full_web.pdf
Most of what Lynas has - Lanthanum and Cerium is not considered critical ... they just see a short-term shortage
you'd have to be nuts to use the current basket price on those 2 elements in any longterm calculation ...
lynas, a value investment..., page-17
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