I would reply there is broad consensus on value of REEs and forward stability of REE pricing due to the fact that the most active consumers are Chinese as are the most active producers and they are widely recognize to ahve the most green targets and tactics.
AFAIK, no one has been trying and no one has been presenting any good rationale for any lack of faith in the forward FOB value of rare earths of any element (except ausheds who hates Dy but he has been sidelined) but certainly the price action of all magnet metals should speak for itself. The demand for multiple REEs exceeds the supply of same, sustains the overall value and is widely expected to continue to do so given the high value applications it supports. Like EVs. Like the Electromagnetic Age.
With respect to Malaysia situation, which admittedly is both ugly and improving, the downside is priced in so we are all looking for confirmation or resolution with very positive SP potential. I would strongly suggest that you look at Dr Looi's thread on Malaysia etc; perhaps it will address your concerns completely.
I would like to see an enlarging vision of Lynas's role other than my own, but Japan has to move first. Personally I think the situation remains still too fluid with respect to esp short term demand and that troubles the financiers of long term projects such as mine development. Many wish to invest in EVs, fewer in the metals that make them possible. Tech is a tough market to take money out of, more especially for a materials stock, LOL.
GL
LYC Price at posting:
$8.56 Sentiment: Buy Disclosure: Held
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