I kind of wish Lynas would pursue a two pronged strategy by...

I kind of wish Lynas would pursue a two pronged strategy by spinning off Duncan as a majority owned subsidy that will pursue an IPO and separate funding. In this way, Lynas will diversify it's holdings while being able to provide it's tremendous IP and experience at little or no cost to the new project.

IMO, a move in the direction of developing Duncan could be a highly profitable venture and if Lynas were to maintain a majority interest in the new company it would be very beneficial to the share price. At the same time it would be prudent for Lynas to keep the eye on the ball in Malaysia, as it would appear that time is the major obstacle in bringing LAMP on line…

I know the argument is that Moly can't keep the plates spinning especially after the NEO acquisition but a new endeavor that would play to Lynas strength just may be the ticket… JMHO...