LYC 1.39% $6.56 lynas rare earths limited

Several points:- Lynas are a low cost producer; they're still...

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    Several points:
    - Lynas are a low cost producer; they're still making money at cabbage RE prices while the Chinese have struggled.
    - Lynas have well established cracking & separation systems actually working using Mt Weld material; HRE separation still needs to be proven. MP have s far produced a few dozen tons.
    - A huge factor in the failure of Molycorp was the need to transport bulk water onsite and I haven't yet seen a solution to that problem.
    - Anyone who looks at the comparative performance of Lynas and MP and believes Lynas should start emulating MP's processes is an ignorant idiot.
 
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