ARU - Till Year end 21, page-4

So, Q posed many times here, usually met with emotive nonsense or silly guesses, who exactly has the expertise & capacity to manufacture NdFeB with ARU material should they eventually produce some???

Anyone diligent enough to keep in touch a number of forums would be well aware dear old MtP, currently experiencing its third or fourth resurrection, is having another Come to Jesus moment re the 6ktpa NdPr oxide it's been spruiking from 2022.

WHO, other than the Chinese are going to make the NdFeB in the unlikely event ARU manages to produce any NdPr oxide ahead of the pack, incl another 7ktpa from existing producer planned & funded, 3600tpa emerging producer shortly fully funded, not to mention MP's boasted 6ktpa from US$1.7Bn EXISTING plant, I mean seriously, who's going to piss up another A$1.5Bn when a massive written down plant in the US can't find a customer????

Emotive commentary here simply illustrates just how incredibly little of the RE industry is understood by ARU "punt 'n pray" gamblers, all going to make their fortune on the Never Never, sad in reality.