I do agree with you and I don't think I have said anything different. I still own puts on MP as a hedge because if Market has a correction MP will feel it realy bad. I cannot Disagree with your Decade prediction but i would say 5 years. I doubt MP collapsing would help Lynas at all their output is a small part of China's business and they do not even have any separated carbonate. Their output is loss in the noise. MP loss to Lynas in getting Government money so for right now I do not see what their going away or not going away will change for Lynas.
The last part is more for what a few others posted more than you
LYC Price at posting:
$7.28 Sentiment: None Disclosure: Held
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