Chihawk: "chicken ranch" - too funny!! Bet his pimples popped.
Agreed, HREE could rise but they are only small volumes by weight. Ne then Pr could feel the major impact as everybody agrees they are critically short for the foreseeable future.
Tonio:
China domestic v western prices - Ce x 6, La x 9 then Ne x 2.3?
To me that's way outta line with supply/demand now and projected so either Western Ce & La are going to fall or Ne is going to rocket or a combination of both.
BTW, did you see my query on where Duncan fits in with Crown give away? Have you had a look at a Duncan/Crown comparison for the RE's in light of Crown being "non core"?
molycorp up more than 7% overnight, page-12
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