That's exactly how I feel. And exactly why I was hoping to see Lynas supplying separated HREE yesrs ago. And the entire premise of any investment in Lynas. We build on spec because if ROW does not engage, they are toast.
Japan understands the present and future assured value, too. They have urged Lynas on through some tough times. Lent a much-needed hand and training wheels, even whilst Lynas was selling to China, too.
But this was easy. There's no absolutely no substitute for the unpaired electrons of Nd. Every gram will find a buyer. Hardly speculative.
Toyota Byd is the entity to watch now, imho.
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