Share price of Molycorp might be overvalued. The author estimates that the company value $2 billion, instead of $4 billion. The key is long term supply may meet, or even surpass, demand. Possibilities include future subsititution for rare earth, supply from China or elsewhere.
The analysis is here: http://seekingalpha.com/article/244880-is-molycorp-really-worth-4-7b
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