mol sdl bmn mey... and the list continues, page-2

Hanlong have spent just $1.5B of the $5b treasure chest they have budgeted for Australian alloy and alloy associated metal companies. With Rio soaking up Ivanhoe Mines the only big Moly play left is this one and at its current price looks ripe for the picking. Of the junior Molybdenum explorers, ZGM looks most promising as a potential giant. AQR and DTM after that.
With the price of Mo at US$14/lb. Now would be a good time to strike with demand forecast to outstrip supply from 2012-2020.