Per usual just hollow insults. Eddie was pointing out a very...

Per usual just hollow insults. Eddie was pointing out a very important point and I opened by saying "All your points are correct." I then pointed out that it is meaningless Without someone out there who will bid up the price.. So you again start with insults. If you want to prove me wrong, you can do one of 3 things

1. Show who will bid up price including who and volume
2. Explain how price will rise much above Chinas price with out a third party needing base materials. Lots of talk about US and EU creating this but right now not enough to make a difference. There is some.
3. Come up with a well worked idea of how this will happen without either of the above. Do not have to use my ideas but please try to generate something, that shows how it will work.

Per Usual insults with no argument. In fact I wounder if you can grasp any idea that does not say price is going up. Don't have to believe it just understand it. Which you obviously did not with my post. I am not concerned with others following you at all. Just that there are multiple ideas for people to think about. Again you probably cannot understand this because you take every alternate idea as a personal insult and behave accordingly. Your wanting to protect people from ideas other than your own says a lot. Organizations like Klu Klux Klan always operated that way.

Here is the Key statement by Eddie
"So the agreement makes no reference to 'prevailing market prices' and only guarantees to give the Japanese priority supply so long a they are willing to match other potential customers. There are similar but weaker clauses covering potential outputs from Texas and NdPr production over 7.2kt."


Two points Lynas 1 year average is still slightly below 7.2KT. Which means Japan can take all they make at market price. Second who are they going to sell two to make this happen. Maybe in a few years but not in the next 4 ~ 12 Qs I know you hate charts but how else can I show just how bad Lynas output has been. Maybe Q4 and Q1 will be the big turn around. One Q can show the beginning but look at Q4 FY 2023Thrue Q2 2024. I know Q2 was the shut down for up grades but what has happened since then? Not much. It has to show that it can hold. Has not happened yet. Every good Q is followed by a couple of bad ones. Show me other wise.

Q4