Yeah, I've written to him several times on LYC's CREE content, particularly highlighting Duncan, but he publishes selectively. Also pointed out Rhodia's involvement when he's been sarcastic re the LAMP but that seems to have sunk in.
Quietly confident we are going to get a significant resource upgrade shortly and looking forward to pointing it out to him.
He's also cleaned up his China summary to the point where it now makes sensible reading. Maybe Gareth gave him a hand, the last one was embarrassing.
One pet issue that he ignored in this article is COP and it's interesting that the last presentations from LYC are suggesting China's costs have risen to $20/25kg, LAMP estimates are $10/15 and Moly's claiming their new tech will get them down around $4kg!!!
Wonder where his other hopefuls fit in?
LYC Price at posting:
$1.34 Sentiment: LT Buy Disclosure: Held
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