lynas approval at last but licence in the mail, page-13

Certainly one of the better researched RE pieces but I don't think many are really switching on to what a game changer Duncan could be.
By discarding the Ce and concentrating on the CREO + La Duncan has the potential to largely satisfy projected demand under all but the most aggressive growth profiles, for all but Tb, for the next 6/7 years according to the DoE CM report:
http://energy.gov/sites/prod/files/DOE_CMS2011_FINAL_Full.pdf
Take a couple of minutes and overlay the projected Duncan CREO production on their supply/demand graphs in section 4.
This could have a huge impact on the economics of many peers but the Ann. has largely got lost amongst all the LAMP developments, for the moment.
Apart from getting the LAMP into production Lynas will dramatically rerate against it's competitors as this unfolds.