p/e ratio, page-24

the chinese think much bigger outside tge square
everyone knows that china hinted they wikl be net importer of ree
so imo when lyc anf moly start supplying tge markets then the chinese
would not care about wto and ree supply
the chinese will not throw ree away and they will make better use of it
outside of china ree supply will be at a premium and chinese will not
have to import
have we considered the japanese being second biggest users of ree
that they may launch a take over bid of lynas as they need stable supplies
the world is now racing for making and stockpiling weapons
imo a lot of smaller and not near term producers will be squeezed out
of the market and their reserves bought by producers like lynas and moly