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Main ForumWilsonHTM strongly +ve on Lynas

  • Today's WilsonHTM's report on LYC is strongly positive and provides an excellent and timely analysis and comparison of Lynas with Molycorp.

    I was about to do the hard yards of looking at the differences between the two.... especially as LYC and MCP have different rare earth elements. WilsonsHTM did the analysis by looking at the basket prices... I was going to do it by looking at and calculating the different REEs each have.

    I think the latter approach has merit as we are beginning to see that after the next couple of years the heavy REEs will be in a long term supply shortage whereas the light REEs could be in surplus.

    Lynas has more heavy REEs and the USA's MCP is relatively short.

    criticality-matrix.gif

    Australian ASX listed companies have a large share of the world's heavy REEs.

    Australian Companies to watch (IMO) in the heavy REE space include: ALKANE (ALK) with one of the world's richest H-REEs deposits and Greenland Energy and Minerals (GGG) who have devised a low cost method of separating the H-REEs from the light REEs for the world's largest JORC REE resource. This will allow GGG to build up a huge stockpile of light REEs while supplying the world's desperate need for the Heavy REEs. ALKANE is equally impressive, especially from an investor's viewpoint, as they have in addition to their H-REEs a suite of minerals that are in a looming shortage, including Zircon, Niobium, tantalum and a couple of gold mines to fund their ongoing program

    One of the highlights of the WilsonHTM's report was the expression of the view that CHINA WILL LIKELY BE A NET IMPORTER OF REES BY 2014

    You can read about Australia's listed companies and much more at AustralianRareEarths.com



    Hint: use the Search tool on the right of the screen to see more about ALK, GGG and most other Australian REE companies

    I hold LYC

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