fa on lynas, page-51

A couple of comments Dan.
The annualized production rate of 700 tpa you quote is simply wrong as any kind of forecast.
Have a look at the latest operational update.
(http://www.lynascorp.com/Announcements/2014/Operations%20Update%20January%202014_final%206.1.14%201293373.pdf)

The December production of 389t was in the ongoing context of fixing some parts of the LAMP not operating to spec and ramping to maximum production. Even so, the annualised rate is 4600t or about 42% of the nameplate production of 11,000tpa expected to be achieved soon.

So to your first question: "LAMP can sufficiently ramp up to meet & beat the looming possible short supply in what would seem 3 years time ??????"?
Answer: Within at most a few months. And phase 2 (completed and being commissioned) will double that capacity when the market requires it.

Lastly a response to a comment you made: "I do not believe that "LYC" will remain as it is in its present form as it will be consumed by Temasek by looking at the facilitated crosses that have begun".
An interesting claim, given that Temasek aren't even significant holders at this point in time. There were a couple of such trades over the last few days amounting to around 1% of shares: is this the action you're referring to? You're probably aware that the last attempt for a foreign takeover of Lynas was blocked by the Aust government.

I'm genuinely interested in any further comment you'd care to make to establish this as a credible possibility.

(And maybe cut back on the RE101; most of us have read that stuff too often.)