General Discussion, page-2112

https://www.copyright link/companies/mining/lynas-linked-to-rare-earths-mega-merger-as-price-falls-bite-20240202-p5f1tg"

"This article today highlights the emphasis on US and their partners diversifying their production away from the China. Clearly China is not holding back in going to great lengths to protect it's market dominance. Flooding market and controlling pricing, banning export in extraction technology, Shengze subsidiary interfering with registry of WA company developing the strategically important Brown's Ranfe to name a few.

I didn't know Gina is invested in LYC and good friends with Lacaze. This all bodes well for current ARU financing and highlights rhe point made in the quarterly investor call that RE pricing and demand fundamentals are divorced frrom one and other.