ARU Chart Thread, page-363

You are not paying attention BBB, I've largely cashed out my LT RE play, 10 figure payday, simply don't believe it is going to get any better, and certainly not for the next few years.

While I'm punting a couple of others ST Lynas is in a similar position to all the wannabes out there, it needs ROW magnet makers to expand & develop, currently they are totally dominated by the Chinese who have clawed off another ~5% mkt share to +90%.

Why exactly do you think NO one has signed up a single magnet customer in the past 12 years since Lynas signed the three sintered manufacturers and a couple of bonded, sintered being 93% of the mkt? The one partial exception to that was Moly paying 60x normalised earnings for Neo (bonded) and crashing to BK shortly after, and BTW Lynas signed up Neo since.

ARU most definitely can NOT part process and ship to China as MP is doing simply because Nolans highly radioactive 2700ppm Th, never, ever get an export permit and to try and process to a carbonate simply too expensive, rock and a hard place.