NdPr prices reach recent all time highs, page-40

Don't be so utterly stupid, current producer has been supporting the very limited number of ex China NdFeB manufacturers for six years now, that is very common knowledge and none of your nonsense here will alter that.

Just who does the mkt believe, Gavin Lockyer or Pol Le Roux & Amanda Lacaze???

Analyst: Just wondering, given all the strategic interest in the rare earths sector, et cetera, just wondering if you are hearing of any movement on magnet-making facilities outside of China and Japan? Is there anyone who's bankrolling downstream facilities that might enable you to have more customers?

Pol: Actually, there is no plan that is confirmed or moving forward. Just as a reminder, before the crisis, the total consumption of NdPr outside China was around 65% of Lynas' production capacity. So the challenge was already to develop further capacity downstream of magnet making, motor making. And with the current economic situation, I think there is even more uncertainty on this. So I don't think there is a lot of push for plans for downstream investments outside China at the moment.

Transcript 22nd July 2020: https://finance.yahoo.com/news/edited-transcript-lyc-ax-earnings-114412253.html

Can you understand that? Only current producer ROW magnet oxides had 35% excess capacity ROW mag makers, with further expansion underway. If SP performance any guide to credibility you appear the only one taking Gavin seriously, awful lot of talking and very little of substance.

BTW, next time you're chatting can you ask how those contracts for acid sales to India are going? If they prove a mirage that would blow an awfully nasty $10kg hole in CoP, imagine SH's would like to see a little security there.