At least Eccle's got something right: "But if one posits a rise...

At least Eccle's got something right:

"But if one posits a rise in REE prices (which we do, excepting for Cerium) then the first mover will likely be Lynas, not Tin Pot Rare Earth Mines, because it will be Lynas that can send higher prices cascading from a more robust topline down to a healthier bottom line. Meanwhile Tin Pot Rare Earth Mines will only be able to dust off their begging bowl and set themselves up on a hot air vent on Bay Street to rattle it with gusto at the passing punters."

"There is now nothing to compare Lynas to in the REE space, with the demise of Molycorp. Indeed it could be said that Lynas’s financial are unique and incomparable!"

But then he totally loses it:

"It will be interesting to see whether Lynas uses an early resurgence in REE prices to add another mine to its harem. Names to conjure with are those with “sightlines” to Malaysia. This would include the likes of Northern Minerals (NTU.ax), Peak Resources (PEK.ax) or Mkango Resources (MKA.v). Maybe even Arafura might be considered if the others did not bite."

Lynas wouldn't touch any of that lot with a barge pole, exactly why it's proving up a much larger JORC, at much higher grades than any of those wannabes.

Any find it odd the way Eccle's cuts his cloth, reads a bit differently to the latest piece re "rubbish LRE".

https://investorintel.com/sectors/cleantech/cleantech-intel/lynas-barbarians-gate/