we are all entitled to dream and believe on what research we do....

we are all entitled to dream and believe on what research we do. What Pennie highlights is Lynas progress and future expansion that puts us light years ahead in the game. And remembering we will be processing maybe Hastings and was it Northern minerals since our capacity to refine is so large. Money in the bank still too. Unfortunately we are going to IMO suffer the lithium route. And 18 months is a long way off but commentators are predicting 2024 a real bumpy year. Thats my concern. Ndpr demand dropping with increasing supply even into 2025. Ironically and strange also people find it easy to believe in the HUGE renewable infrastructure being penned around the world will Fully go ahead , mammoth projects. Yet are stuck in thinking that outside China they fiind it inconceivable that other emerging entrrprises cant build the infrastructure to mine and process RE. We have on our shores a huge government push to process RE here in OZ. Im seeing the ball game changing in the next two yearsalbeit to date Lynas is IM observation hasnt put a foot wrong in what its doing. What is slowing the smaller concerns though is infrastructure capital costs but they are the ones getting government support if they process on Australian soil. Hastings again comes to mind. People laughed at Iluka on the tv report. Whilst now they are fledgling they have backing, not as good the JARE for sure. But Remember fortescue metals started from very little. I am hedging though because next year will be rocky and the emerging RE enterprises will find costs getting too high agsinst poor ndpr prices they could falter. Lynas has done the hard yards already. 2024 will be interesting.