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Mercy Jimenez
Watch Lynas LYSCF; rose 20% over wknd; appears 2B short covering while we wait for
TOL
license delivery;
http://bit.ly/Ky8iqm
5/29/12
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RMF - Rethinking Modern Finance
:
price targets if
TOL
granted?
5/29/12
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Mercy Jimenez
:
RMF IMHO sh term slow climb back >$2 as profit takers kick in; LT more upside w/ rare earth orders sold out 4 next 10 years...
5/29/12
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Mercy Jimenez
:
... Plus LYSCF control of 39% of global supply of rare earth outside China; BUT more delays by Malaysian politicos may kick in again.
5/29/12
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Mercy Jimenez
:
RMF -would add to comments above -- that research on LYSCF
IMO
should include review of potential capital raise needs created by delays
5/30/12
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