Anyone understand the massive joke there?
95% of revenue derived from 15% of the NdFeB industry by geography?
And Lynas may have something to say about ARU trying to eat their lunch there, at best second cab to established supplier, if the incremental's don't get there first.
ARU might also like to correct the REAL time Lynas CoP @ US$8.65, yet fully optimised, against their fantasy forecasts.
Frankly that is insulting to anyone's basic intel, a chart of fantasy from a company that has not even completed a pilot study after TEN yrs, vs corruption of hard data from the real world.
Considered investment in both PEK & ARU at various stages, hard to decide which is the more disappointing ATM.
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