Found a great little article comparing the two companies from Chihawk on the seeking alpha site:
here's a quote from the article
This could allow Lynas to rapidly expand and be a one stop shop in the rare earth market. Their first mover advantage could allow them to buy the best junior projects and to grow much faster than other late arriving hopefuls. With this clear advantage Lynas is certain to be one of the top companies (if not the top company) in the rare earth industry.
and the link
chihawk's Instablog
Found a great little article comparing the two companies from...
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