Not wanting to be negative but in the interest of a balanced view, just happened to reread the NYT report from 9th July 11 which we all pretty much dismissed as a set up piece at the time:
"Although Lynas has forecast repeatedly in recent months that it will start feeding ore into kilns by the end of September, engineers here said that it would take nine more months to install electrical wiring. They also said that pipe shipments were far behind schedule because of a six-month delay in ordering."
http://www.nytimes.com/2011/06/30/business/global/30rare.html?_r=1&pagewanted=all
H'mmmm, think that scores a point for Nursery.
balance
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