I hear you, obviously i want Dubbo up and running aswel, it...

I hear you, obviously i want Dubbo up and running aswel, it would add billions to our market cap, but we have to be serious here, there is surely no way we could compete on prices and ultimately the next few years will be difficult for consumers, cheapest price will generally win!
If we couldn't compete with China on prices for feedstock we are not going to do that with Vietnam.

If you're talking about national security, that another story, the US Government could secure a stable supply of rare earth metals from one of their most important allies for the next 70 years, yes, they would pay a premium for that, they would have to.

Its all opinions at the end of the day.