LYC 0.78% $7.76 lynas rare earths limited

molycorp up more than 7% overnight, page-15

  1. 19,586 Posts.
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    Something we RE fiends tend to lose sight of is the tiny scale of RE's in the commodity universe.

    We're talking total supply/demand around 160KT by 2014.

    BHP wouldn't get outta bed in the morning for those kinda numbers let alone shuffle thru the milk money to think about LYC.




    Graphite is the next RE - DYOR
 
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