imbalance, page-20

Yes I'll add my 2c. ALthough this is from a broad global macro-economic stand point and does not take Lynas into account specifically.

Although its not a bad place to start.

China has a near monopoly on rare earths. It is critical and their are vested interests in breaking this monopoly.

As such I'd say the chances that many powerful interests wish Lynas to succeed are quite high.
Whatsmore is if they do they are definitely going to have a very very willing market.

So from that perspective I'd say things look bright.