Just one of many:
http://proedgewire.com/rare-earth-intel/strong-prospects-for-chinas-rare-earth-industry-policies-in-2013/
Think about supply chains, where are the OEM's and where's the supply.
What's left ROW, and who's best positioned to satisfy that demand, both in timeline and product suite.
Who's built a business to the '09 realities rather than the 2010 panic?
Most of the RE wannabes are going to get wiped next year as cash dries up and only the strongest, or those with product/cost advantage, will see 2014.
descending triangle target 29.5c, page-49
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