Same CS regarding individual company interference - manipulation...

Same CS regarding individual company interference - manipulation - shorting. Then of course the RE pricing manipulation - specific bans from either targeted RE's or refining tech. ROW way ahead of their control games and much like their economy - their huge economy, manufacturing - their RE market is just another under pressure and will wilt away also. They must be filthy on the POSCO magnet supply deals to EU and US.

Fair value nowhere to be seen here currently with ARU's shovel ready Nolan's project and now the largest financial institution backing ARU to the tune of 850AUD million joining the top mining company of HP as a senior backer along with all the other tier 1 companies and countries joining forces to see Nolan's developed and securing future supply of these critical RE'S ex China.
I just see it as steady upward sp adjustments on finance/off take completion - again on commissioning some 2 years later - again on rapid scale to full production another 2 years so 4+ years the sp will be ...... of course not anticipating any substantial RE price increases as they keep the clamps on such however expect the less expected is not a bad ploy sometimes - they could reverse course and cash in big time whilst they can over next 4-5 years or dare say it RE export bans however that's just a bonus if at all.
Lynas expansions - tick.
ARU coming online - increased capacity.
Mountain Pass delivering?
Iluka coming online? no guarantee.
ASM coming online?
Vietnam increases in supply.

Even saw something recently that Laos is now telling China any RE from there is to be refined there. Myanmar supply issues and uncertainty continue etc etc.