Agreed. There are both pros and cons to this, as many have...

Agreed.

There are both pros and cons to this, as many have pointed out. Personally, my main con is that I don't like MP (resource/management). They are blowing smoke up inverstors ar$e re heavies.. However, should we be able to keep the DoD funding post a merger, plus a renegotiated light REE contract (say another $400m), then the benefits may start outweighing drawbacks.

The main positive is that we would likely be at a point where we can set out prices more independently from China, which I'm sure all of us would love.. We would also, I presume, stop exporting to China from MP, which could spike intra-Chinese prices.

Ultimately, a merger would should only be considered if LYC is in the drivers seat.