Always remembering there is more than one China, and Lynas mktg 3 cornered contracts, I do agree CJ.
Reverse it and very, very clearly China State could have squashed Lynas like a bug over about 4yrs or more, at the same time CNRE was not welcoming the Ce/La given the demand destruction resulting clumsy mkt manipulation 2010/11.
Frankly why the Moly experience very relevant today, they could not create a direct mkt for even the small quantities they managed to produce, none of the hard rock fantasies today have progressed any further.
Lynas sales/mktg success have been grossly underappreciated in a very tough mkt for a very long time, and you simply cannot buy that experience, though some have tried.
dr looi on fb malaysia, page-124
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$6.88 |
Change
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Mkt cap ! $6.552B | |||
| Open | High | Low | Value | Volume |
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| No. | Vol. | Price($) |
|---|---|---|
| 2 | 14245 | $6.88 |
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| Price($) | Vol. | No. |
|---|---|---|
| $6.89 | 157125 | 9 |
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