todays chart, page-1431

Simply the fact you pull those two out of the hat confirms what we already knew, you know nothing of RE.

Neither of your picks are remotely near finance, merely a wet dream, and likely to stay that way with PEK capital intensity $130kg NdPr & ARU $180kg NdPr.

Lynas will add a comparable brownfield volume @ $40/50kg NdPr, further leveraging hard won processing expertise & mkt engagement.

As to digging & shipping dirt, you simply have no idea. Need to be careful what I say, but you are going to learn the hard, painful way shortly, don't say you weren't warned, bunny rabbit in a spotlight.

Ironically, washing/screening and shipping sand will almost guarantee no other hard rock on the planet will follow Lynas at any scale. Numbers are compelling, execution simply requires the Dragon's blessing, in time, no doubt the capacity exists, at both ends.

After years of dross Lynas now sits in a very sweet spot.