This company will be around for a long long time. I have bet a large percentage of my net worth on it.
The ultimate fantasy is this: Molycorp simply piles up cerium oxide for 5-10 years due to low prices and dumping from China.
Then, GM announces breakthrough magnet technology based on cerium. This is not unlikely, they are working on it as we type, and because these materials are all electronically similar, it may be a simple matter of time.
Can you imagine what would happen if Cerium jumped to $100/kg?
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