ARU Chart Thread, page-402

That is simple to understand; its in your own words; You wrote;

The existing ROW NdPr producer is only running 75% yet managing to met demand for ROW NdFeB producers, of which only three are significant and ALL have been losing money in their magnetics divisions past couple of years.

So while they run at 75%, do you not think it is feasible they could utilise the capacity, and then potentially turn their losing streak to a winning streak. That is not hard to comprehend, when the balance of the western world wants little to do with China supply chain, it is pretty damn obvious to comprehend.

You are living in the past, and if this was all an elaborate scheme as you allude, you being a director of ARU competitor would have reported by now. But you do not....

Two questions for you, both unanswered?