I agree, and I think the most important portent for the future is here:
"Sales volumes continued to increase reflecting stable production rates, and quality improvements for Cerium and Lanthanum products. This allowed us to acquire new customers and address new applications. This business development, supported by technical improvements and product customizations, will continue through the coming quarters and should result in Lynas securing better value for our Cerium and Lanthanum products.
All NdPr production was sold within the quarter with several orders in hand at the start of the 3rd quarter. Lynas sales of NdPr are only constrained by output rates. Therefore we will be increasing production in this quarter by commissioning the final separation train for NdPr.
...... And:
"Lynas is in deep discussions with a number of end user customers who are concerned about the current situation, and interested to enter contracts to minimise the potential risk to their businesses of another rare earths crisis.
In the December quarter, the value of the strong strategic relationships that we have developed with companies who are leaders in their own market segments continued to serve the business well. We are pleased to have the support of these key customers in Japan, China and Europe."
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