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the global supply is distributed, not so with rare earts
Why did Glencore not object to BMR's EIS. if Glencore wanted to control the lead and zinc market they could have objected to BMR. Why didnt they.
lead, zinc, copper etc are much less of an issue
if the rare earths are proven to be recoverable that would add a little spice to the mix. china has 90% of the reserves of those and export controls. other countries would be well incentivised to pay a lot for those
Bidding war?!? 
Deary me, in you dreams...
yeh, I just think the Chinese would inevitably win one 
ljc, a bit off topic, but did you ever hold shares in SUMM?
anthracis if there is a bidding war like there was for metorex anything can happen
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