Rather than meaningless emotions why don't you put some hard...

Rather than meaningless emotions why don't you put some hard facts behind your rather fanciful "huge and looming threat"?

Really very easy, simple bedrock issues:

Specifically which & where metal/mag makers are ARU going to sign LT NdPr contracts with?

Currently excess ROW NdPr is being sold into China for lack of mag making capacity so you need to identify new production of some consequence.

How long will it take for ARU to get to 90% steady state on spec to be able to offer these new customers surety of supply?

Presumes of course they can find punters to risk +$1.1Bn for a number of years based on 11% IRR using UBS LT NdPr pricing ~$60kg.

Until you make some effort to put up some real data, well beyond wishful thinking, I'd suggest you are actually the one throwing stones in a glass house.