JMO you are 100% correct with your statement. I will add,...

No date on this article. The latest Reference I can find in article is April. If I missed something, please correct me.

With all that has happened how can a posting an article written at least a month maybe two ago help any body. I am sure REE shipments were down in April like they said but What are they to day?

I keep a data base, a very old copy of SQL, of things I want to remember all things like recipes and purchases. One is All bets I accept and results. If you cannot provide any proof, what value are your comments? I do remember the discussion a little different than you but that is unimportant. What is important is that at the time you did not think it was important enough to archive and now you drag it out with no proof of details. 18 months latter?

Good article. A few points. I believe from memory and can not prove it. Taht China stopped all export of REE ore and concentrate from China. I also believe that the main reason they buy MPs concentrate is to prevent others from obtaining it. I wounder if Japan has received any ore or concentrate from China in last 10 years. Anybody know?

JMO you are 100% correct with your statement. I will add, there’s only so much the effects of hype can push a SP, and ATM it’s fever pitch. LYC will need to show tangible results over the next 4 quarters if the SP wants to push above $10 - $12 range. The two force affecting any companies SP are Hype and performance. Since at least 2022 hype has totaled dominated performance. The question is can Lynas improve performance before the Hype runs out. Many think yes. I do not.