The more you write the more you illustrate just what little understanding you have of the RE industry in virtually every respect, but I'd have to say your comprehension of the end mkts is a completely blank page.
Lynas is well progressed to sell 100% of value added product to premium ROW LT customers, on a economic value basis rather than spot trading prices, whereas the only path to mkt GGG has identified is that of low value concentrate exchanged for Shenghe reagent.
Strongly suggest you try and get hold of the CLSA report from last May & the UBS report from last week for some guidance, they really would help improve your understanding enormously. These are not the usual social media fluff, rather deep analysis written by professionals, firstly they understand Lynas will have the lowest "all in" cost of production, CLSA rates them below Nth RE the most cost effective Chinese, secondly the highest sales value based on a combination of ROW premium & value added product.
To try and compare GGG, with its single Chinese mkt for ultra low value concentrate is sheer fantasy, and frankly your incessant diatribe quite ridiculous. You really should spend some time researching just how narrow, by number & location, the major customers for magnet materials & catalysts actually are. If you are able to do that you will then begin to realise just how distant GGG is to the real value in the RE industry.
GGG Price at posting:
8.3¢ Sentiment: None Disclosure: Not Held
(20min delay)