Centamin Egypt Ltd. (CELTF.PK)
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- Investing in Commodities: Is the Fear Factor Justified? [view article]
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Investing in Commodities: Is the Fear Factor Justified? [view article]
You're one of the few writers to even mention Lynas Corp. I would be interested in hearing why you own LYC.AX and your views on REEs in general. Lynas seems to be the only near term producer of REEs outside of China, and the few other public securities touted as REE plays are only at the exploration stage. Its unclear what the future of the Mountain Pass, CA mine holds, and if it will become a consistent, meaningful competitor.Despite the apparent promise of Mt. Weld, I find it curious that BHP Billiton would have optioned this property to anyone, rather than develop the site itself. Reply
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General Discussion on CELTF.PK
Is this a buy or a sell? Reply