1/ No ones knows what SX is capable of as no one has vaguely attempted what Lynas is executing.
2/ There are a number of low cost, extremely adaptable to incremental supply, alt processes emerging, probably most notably RES which is currently scaling to initial commercial quantities, spoke at length with the CEO last week. An independent evaluation will probably be in the public domain shortly. I understand Lynas has contracted a small team for constant evaluation of emerging tech, and will no doubt remain flexible to expanding demand.
3/ Your new hysteria NdFeB flies directly in the face of every CAGR forecast I've ever seen, GL pushing that barrow.
LYC Price at posting:
$2.36 Sentiment: Buy Disclosure: Held
(20min delay)