You make many good points Gpoe.
Let me pose a small question/comment. GML have stated in previous reports that they will be able to produce REO's for Approx.US$4/kg.
http://www.ggg.gl/assets/Uploads/Presentations/c492e30b50/July-2019-Investors-Presentation.pdf
I don't know of any REO producer world wide (China Excluded) that could possibly match this figure including Lynas. GML should be in the box seat, and have no problems with sales, even at higher production costs.
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