LYC 2.53% $6.16 lynas rare earths limited

Lynas Weighs Molycorp Bid as Rare Earths Suitors Open Talks (Article}, page-10

  1. 10,370 Posts.
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    IMO: If Lynas acquires Moly, this will be a wrong strategy. Let buyers dismantle Moly's assets and this will help to remove the threat to Lynas as the largest RE producer outside China.

    A super rich company can buy Lynas and Moly's assets but these two companies should not be merged. Any merger between Lynas and Moly may destroy Lynas value.
 
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