There are 3 "first movers" in the REE sector.  I have always thought it pertinent to monitor the developments of the other two...Here's today's news for MCP on the heels of their new 52 week low, which does have internal reasons for it's SP performance as noted:

"TheStreet Ratings rates Molycorp as a sell. The company's weaknesses can be seen in multiple areas, such as its deteriorating net income, disappointing return on equity, poor profit margins, weak operating cash flow and generally disappointing historical performance in the stock itself......

Price at this moment is $8.95.  Remember that Molymet of Chile paid $390 million for shares priced at $31 just a few months ago.  

Here's the whole story, if your are interested:

But they have really smart PR people, who put out wonderful stories about how great things are going.

They release their financials for Q3 tomorrow.