Lol CCJ, what do you consider the 'True Value' of LAMP C&L assets?
Originally $450m & $250m now written done to zero, likely capable of processing somewhere around 9ktpa NdPr, what are they worth now sovereign risk has been largely removed?
BTW, surely you can understand it wasn't "high emotion" pushing the Lynas SP directly but rabid Chinese speculation in NdPr, firstly the long & broad supply chain to ~$80/100kg loading inventory, then post NY the speculators really piled in. No doubt there's still containers lying about the place stuff with NdPr bought at silly prices.
Exact duplicate of 2010/11, how could you possibly miss that???
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