Moo, are you really that simple that you don't think Lynas has been doing this in earnest for the past 5 years or more?
All specifics would be proprietary info, we get a few snap shots thru their presentations. Do you realise that Rhodia, and EN by extension, have been at the heart of the RE industry, in & out of China, for 40 yrs? And re China and their policies just go check out the CV's of the top Directors at Riverstone: http://www.rsadvisory.com/people/index.html
If these people can't manage Lynas thru the current situation nobody can.
As to China flooding the market, what garbage, Japan's been reportedly EXPORTING REO to Sth Korea!
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