rules for investing in lynas, page-42

One little snippet from Asian Metals that would appear to make your presumptions look rather silly:

"BEIJING Asian Metal 7 Feb 13 – The combination of abridged demand and grim economy leads producers to lose faith in NdFeB magnets market in Q1 of 2013. A source from a NdFeB magnets plant in South China told Asian Metal that he doubts NdFeB magnets market will see any improvement in Q1 of 2013 as some consumers have substituted NdFeB magnets for ferrite and SmCo magnets along withthe continuouslysluggish global economy. “NdFeB magnets demand is reduced because some consumers succeed in substituting NdFeB magnets. In addition, global economy keeps grim, thus, I think NdFeB..."

http://www.asianmetal.com/news/viewNews.am?newsId=988766