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Lynas Corporation Limited Message Board

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  • alabamatigers11u alabamatigers11u Apr 25, 2011 10:36 PM Flag

    MCP costs vs Lynas

    China's supply is not unlimited and they know it. That's why they are cutting back exports. They want to make sure they have enough for they're needs. Any non chinese company will be at risk and have to make ree deals elsewhere to make sure they don't run dry. That's why it's become cost effective to build and restart REE processing plants. stans energy is a canadian company that will be restarting a russian HREE processing plant soon. This will be one to watch also. Once they announce restart, no telling how high they go.
    Also AVL and MCP will benefit from US supplements.
    imo and glta

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