Lol , this rare earth share is beyond technical , it is more political , does not matter which way you analysis , all depends China , once they ban , this gonna rocket to sky with no limit , like same thing happen to Japan ban few years ago.
as Malay government allow Lynas to continue to operate the billion dollars plant ( cause they believe in science rather than a bunch of emotional protesters )the processing plant is the key for the business +plus USA partnership.
i see the very bright future of Lynas
Rare earth price report, page-8
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