That's a bleak picture. You're saying don't invest in Lynas if don't believe in the 48VMH potential. Ridiculous.
You want me to prove you wrong over and over. As though it went enough already. Now you want me to do so by a method that makes it impossible, i.e. proving a negative. Whereas you only needed to produce the component and show us the Nd magnets. You haven't because you can't, so you're just blowing smoke.
Next.
A rear e-axle is not a part of a mild hybrid. The Bosch e-axle is 50-300 kW. That's clearly for a PHEV, like the 60kW Prius. You would need a much larger or separate battery than any 48VMH is anticipating putting on board.
You're getting desperate trying to pull a stunt like that.
Confine yourself to proving any Tier 1 is making an electric supercharger or an ISM / BAS using Nd-based PMM. Pretty much that's the only two components of a 48VMH with a chance to add meaningful new Nd demand.
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