MJM23
sure ,but Lynas is in the box seat in relation to supply
( first cab off the rank so to speak) Molycorp will likely be right there with them give or take but the rest are likely far behind ..
so the main factors now holding back Lynas SP as i see it are
1) When will Lynas getting up & going into production
2) REE pricing
3) Chinese exports
MJM23sure ,but Lynas is in the box seat in relation to supply (...
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