juk,
There is still an unknown but likely substantial amount of supply for the next years not shown in your graph.
Mitsui/ Sumitomo published on 25th September an announcement about a newly developed recycling technology with high REE recovery from NiMH batteries. I was quite upset that just two weeks earlier at the Rare Earth Conference in HK no-one of our so-called experts, Kingnorth inclusive, knew anything about the possibility of REE recovery.
http://www.greencarcongress.com/2007/09/new-technology-.html
After the PFS I can only sum up that my confidence in the management is shaken. I hope they are able and willing to increase transparency of this project to improve shareholders confidence.
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