FF, that's the point I've made previously re Japan, the major ROW market and a key battleground with Moly.
Since Lynas signed the Sojitz mktg agreement Moly have made considerable inroads into Japan, encouraged no doubt by Neo's contacts there.
Last Q saw a marked drop off in Moly's Japanese sales presumably due to smuggled RE from China. If the Chinese are now effective in blocking this source Japan is going to be looking elsewhere, particularly with signs of recovery in the economy.
Who are they going to turn to? Ghostbusters?
FF, that's the point I've made previously re Japan, the major...
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