something to read, page-30

What matters to us all here is our returns right. So lets take a look at it.
GGG will start out with concentrate export, as you say, with clear and present offtake partners obtaining 44-60% IRR smashing serious profits off the block wherein Lynas WITH LAMP and years of advancement struggles to achieve 38% now. Given GGGs hefty profit build, and an AMP facility (possibly onsite) within a few years of operation is inevitable. Further then LYC like value add will come boosting GGGs top line even further. LYC has nowhere to go but deepen into SP suffering watching the plan unfold.
Lynas SP has everything to lose. Its bloated and old and waving with share price wind shifts as thats all its got to grow on GGG is a solid spec with everything to gain pre/post ML which looks set in stone already to many. Investor returns is what matters to everyone here and with current brokers talking x5 now to x10 SP in six months for GGG and then in the same breath saying Lynas SP is due for further falls. Any idiot can see where serious money can be made and why we have so many Lynas holders selling up to buy in here.

Have fun watching this clear partnership and motive via GGG and Shenghe materialise while you cling to a wasting screaming baby in arm while visiting here trying to rattle the cage of GGG holders hoping to abate your deeper inner and very real fears of what GGG can and will do in time to come.