EV news, page-1436

Contrary (1): "JMO but until EV sales are at least 25 % of the market using Graphs of past and present growth to predict future growth is realy not wise to do."
Contrary (2): "Many new replacement technologies quickly take over a small part of a big market."

Two things to think about.
(1) no support for opinion - seems to be nothing more than a WAG - like you pulled 25% out of your butt.
If you look at the trend of the EV Revolution over any earlier three-year period you quickly learn that "the trend is your friend" moving forward. It is "your friend" because it is"a trend". Any individual (e.g., such as myself) could indeed easily use those trending 1% market sales to predict the continuing trending 2% of the next year and the continuing-to-trend 3% of the third year and so on and then make an investment on the trendy 50%-100% demand growth gains that eventually will become of great significance and value. That's what every TSLA investor did. 1000% gains must not be your friend. Why are you here if you think the EV Revolution is an uncertainty "until 25% sales"? Not a stupid question, but I'm guessing you have a nothing but stupid answer available to you. Why are you here?

(2) There are no replacement technologies for NdFeB - it is and will remain the most powerful and economical solution for billions of high value motors and increasingly so. It will continue to create new demand and new markets, most especially automation and robotics, where NdFeB rules. ANYthing that moves can be more efficient with NdFeB. There are no sustainable or intelligent workarounds to the most energy-dense magnetic field possible with current technology; billions have been spent in pursuit with very little return (and ZERO real world return).
If you think you have a substitoot, let's discuss; nothing of greater impact to we Lynas investors.
IMO there is no substitute? OK, sure, but IN FACT there is no substitute.