"MCP & GWMGF are both overhyped"just like Lynas is, let's face...

"MCP & GWMGF are both overhyped"

just like Lynas is, let's face it.

I'm not a friend of analysts at all but this guy has gotten it right in terms of what LYC can expect to receive if allowed to produce.

Mt. Weld Distribution is > 70% Lanthanum and Cerium, 18% Neodymium and 5% Praseodymium

The rest looks good on the homepage with xxxx numbers but is basically sand in the eyes of investors IMVHO

Once MCP, Lynas and others produce, the price of La and Ce will most likely fall back way under the crucial 10$ mark. Even if we believe the 10$/kg production costs, the math is not looking very solid to me:
In order to be profitable, less than 30% of the distribution will have to compensate for the losses of >70% of the Mt. Weld Distribution.



Below the line we have an explorer with no operating license and unknown profitability with a value approaching 4 billion dollars!!!

I might be a little conservative, but IMVHO this is definately overhyped and one of the craziest bubbles I have seen so far.

regards
Julia