People seem to forget that Lynas survived the last big attempt by China to kill off REE competition over 15 years ago.
The Japanese stepped in and ensured Lynas survived and (I believe) remain our biggest customers. Lynas customers are a loyal bunch who are prepared to pay a fair price for a reliable supply non Chinese product and I don't see why that is likely to change any time soon.
Lynas is a very well managed company an enjoys a strategically important market position.
I am happy to hold through the various ups and downs of the market.
Lynas - Never fails to disappoint, page-564
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