China Molybdenum (洛阳栾川钼业) produces molybdenum and tungsten. It is a holding in REMX, the rare earth ETF I mentioned yesterday. Shares are up nearly 30% in Friday trading in Hong Kong (3993.HK), on no news...as of yet.
Update: China plans to restrict molybdenum mining in 2011. Same factor fueling the rare earth rallies.
BHP-Anglo American: a quick Q&A
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Why now, why not earlier, why ever, at what price, and what it might mean
for fertiliser production in North Yorkshire
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