potential of being taken-out, page-23

Shame you aren't privy to the long hand version of that, effectively 4kt every 4 yrs is the forecast, and Lynas just about make the first increment at a canter, fraction of the CapEx of any greenfield, and funded from positive CF.

As to the balance, the Dragon can switch on 50% additional capacity from current levels, but will do so only as demand supports current values.

NdFeB currently the most efficient at the smallest mass, and improving, providing the best "package", the last intense efforts EU, Jap & US researchers in 2012 failed to find an effective substitute, bold punter to say never.

New paradigm RE has emerged quickly past 12 months, confluence of maturing demand (the promise of many years) together with Beijing finally gaining control of its industry to the point of achieving clearly documented 5YP objectives.

The RE sweet spot is the next few years, and not at perennial pilot.