bad feeling , page-9

"for example % sold", THE key metric for the next 12 months or so IMO.

Sir Willy's imponderables become more perplexing by the month.
The only clarity ATM is that the Chinese charade re "Rare" Earths was nothing more than a ST geopolitical ploy to draw in ROW tech & capital, now they have the LT draw card of a rapidly rising, and potentially enormous, consumer market, not economically accessible to ROW RE producers.

Lynas is very dependant, and can contribute to, the rebuilding of ROW supply chains, particularly looking to the US to take over Japan's role as the largest ROW RE market. Currently in the US for the 9th time in 4 years and there is certainly a sense of renewed optimism, if that counts for anything. As an aside I still can't believe how cheap everything is here compared to Oz, negligible inflation, low costs, ideal breeding ground.