FVAC up 15% last two days. RE on the move!, page-9

The CR was not "so successful". It went smoothly so far, though.

Lynas merely derisked. Not the same as creating additional upside, which is the stronger draw by far.

I wonder if folks think "how much upside can there be if there's no downside?"

We need better investor relations, more regular updates, less glossy interviews. Let's hear about the mega-kiln some more. What's happening at Lynas now that should be attracting shareholders now?

Also, What stands in the way and what is being done about it? Standard stuff shared by many mining companies.

Pointing out the obvious but obviously not listening:

Even if it doesn’t disrupt the supply, China will likely keep its grip over the market for rare earths for a long time to come. It also dominates research and development of these minerals, giving it a leg up on the future, Ms. Lacaze said.

“I think there’s about 100 Ph.D.s in rare earths working in applications inside China and working in technology development,” she said. “To my knowledge, do you know how many Ph.D.s there are outside of China?” With the fingers of her right hand, she made a zero.

For other countries, that means depending on China for a long time to come, she said.

“It doesn’t scare me,” Ms. Lacaze said, “but it should scare policymakers.”

It should scare shareholders, too. Amanda made dumb comments related to her personally not wanting to help Trump, since scrubbed from the internet it seems, but I read them and Trump was certainly made aware. She's also tried to distance Lynas from China and present China as a dangerous threat in public comments. Neither is sensible stance given the market and political realities.

ON BLJV, which logically should have been launched years ago to support a fully-independent magmetals industry: Why it took until 2019 for Amanda to call it "the next logical step"?

"It’ll also help spur others to build out supply chains in the U.S. and meet the nation’s ambitions to become more self-reliant," Lacaze said. “Part of us making the move to a facility in the U.S. is that we believe by having that, we will start to grow more of the downstream activities,” she said. “Us being there is a really great start.”

"Start to grow"? "Really great start"? Geez. There's a lot of upside here, but nothing like there could have been. Should have been doing magmetal HREEs Dy Tb in PARALLEL since all are required to make the DyTb-NdPrFeB high-performance magnets for EV traction motors. Nobody can do anything with just NdPr except potters and toymakers. XXROW CEOs see nothing to work with.

Japan knew that. Not Lynas's best friend, just biggest benefactor. May well have been a long term plan by Japan to bring Mt Weld to China for purposes of negotiations. May well have been the long plan of China to drive Lynas into Japanese arms to enable same.

Lynas should take a serious look at where the demand growth is coming from.

in 2018 the entire US import of REEs from China was worth $160M according to the US. If you think "displacing China" in the US is the "greatest opportunity BY FAR", as at least one person does, I suggest you DYOR. China will not be pushed off their markets so easy. That's a 10-20-year operation that won't even get started until mid decade. What shareholder is excited about adding 5 to 10% of a $160M market? Drop in the bucket and a pyrrhic victory. Even if US market starts increasing, it is still small .

JAPAN will consume Mt Weld mass-producing EVs with joint Chinese supply chains in a win-win-win scenario for all.

Biden is a low-level intellect of the KKK sort. He will trash all things Trump without thought. Hates the military like all new Dems. Hates America being exceptional.