I don't agree with your assessment. I think SP is under pressure...

I don't agree with your assessment. I think SP is under pressure from warrant conversions. They are not investors, they want to take profit. That pressure on SP will diminish with supply. If not for significant interest in long term investment, SP would, IMO,be under $1.00.
Japan has taken care of short term risk with Samurai bonds. Their monetary support of Malaysia will insure Lynas REs continue to flow. Lynas building cracking and leaching capacity in Australia is a major plus and not just for mitigating the risk of doing business in a 3rd world country easily manipulated by foreign actors looking to protect their own interest. It will simplify quickly building separation plants in countries with substantial RE demand. IMO, Lynas is on the cusp of a major growth explosion. We just need the BOD to be on the side of shareholders.