@Proj
u said..
"the enormous chinese population and ensuing competition drives industries to producing with the very utmost in cheapest cost. can we compete against this ? we win with creativity, not emulation."
just how has LYC 'emulated' the disgusting and horrific eco-disaster that the Chinese have inflicted on themselves?
IMHO Lynas's design and process represents a massive leap forward in REE eco responsible and customer bespoke manufacture AND therefore represents the very heart of 'creativity'.
Maybe this slightly enhanced extract from the ann may assist you in reviewing your 'very utmost in cheapest cost' statement in light of the dynamic revamp the Chinese now have underway - not before time!! and for very good reasons
known to most on HC.
This industry sure ain't benign, linear, or for the faint hearted , more akin to white water rafting.... :)
PS even if we need a few more bucks to get there, Nick'll
just swipe his Davos credit card. Not wetting my pants - yet. lol
as and when roll on!
DYOR
i was wrong, page-13
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