• Mercy Jimenez
    Lynas (LYSCF) up 10.5% today; 2 big hurdles now out of the way for TOL rare earth processing plant; still need delivery of license in hand
    6/19/12
    Reply (7)
    • neobliviscar: Been following you on this one. Not in the trade, but rather just learning a sector I know very little about. Interesting stuff.
      6/19/12
    • Mercy Jimenez: Neo, Malay politics=battered pps; if Oct elections > delays - share issuance may be needed=better pps; otherwise expect price pop w/ license
      6/19/12
    • neobliviscar: Some stocks require a poli-sci background.
      6/19/12
    • neobliviscar: A friend and former college roommate is my Malaysia expert. He works in finance too, and can probably explain the Malaysian poli-sci to me.
      6/19/12
    • Mercy Jimenez: Do share insight you get; my observation= long Lynas affair played by Malay pols dents foreign investor interest for very long time to come.
      6/19/12
    • Mercy Jimenez: BTW for latest postings on most key players in rare earth sector follow REE/Strategic Minerals Concentrator http://seekingalpha.com/p/g203
      6/19/12
    • neobliviscar: Marked. Only company I've really cracked open was MCPIQ. Many of these are too high risk unless you really understand them. Daunting to learn.
      6/19/12