LYC 1.30% $6.25 lynas rare earths limited

molycorp up more than 7% overnight, page-13

  1. 403 Posts.
    lightbulb Created with Sketch. 21
    Great Article Chihawk:

    You say how far can lyc go ? Simple answer is move NC away and dilute his shares and position on board to get aa transparent board and we will be away.

    Thanks again for great view on lyc vs others

    Has been raised before but at what stage does lyc become a T/O target to the majors ie bhp rio given they don't have dominant position in rare earths ?
    Do the majors await the final sign off of the LAMP to give certainty going forward await cashflow and then take a strong position ?

    i await your guys feedback.
 
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