News: LYC Lynas Updates On Malaysian Permanent Deposit Facility, page-27

Hmmmmm

Daniel Morgan
So, does that mean that the ex-China magnet making capacity, I mean, it's going to center in Japan. Is that right?
Amanda Lacaze
I don't think that that's necessarily the outcome. As I said and to Pol's point not -- nothing which is confirmed, at this stage, but given all of the various considerations, there are many who are thinking about it. There are a few who may be studying it. But we would not see this as being something which is going to take -- take root in the short-term.
But I think that as we continue to have the focus on development of non-Chinese supply chains that the chances that something might come to provision, we will continue to improve."

There is little hope, no hope really, being offered by this statement. "We don't see anything taking root." That follows "no awareness of any planned expansion of Japanese magnet-making".

Zero support for your fantasy investment thesis based on "possible indication of two US microcap shortlies" whose names must be too embarassing to divulge.