new support level at $0.37, page-23

A good thread thx all.
I'm interested in Lynas's position in all this.
It's IMO atypical for an Australian miner in that ex-China is our target market and Chinese supply (behind a substantial tariff barrier) is our main competitor.
As I see it the falling A$ is a plus since most of our value add is at the LAMP and in US$.
A weak Yen and increased Japanese manufacturing may help build demand: or more generally an ex-China supply chain. Similarly the US.
It seems too that the illegal Chinese supply is very substantial but what's our competitive position there?
I'd assume they are cheap and a bit nasty, while Lynas will have much better quality assurance and probably supply security.
We may also be able to trade on our 'green' credentials.
Any other thoughts on how these macros may apply to Lynas?