Of course GR is a powerful player in this space but she's scarcely in a position to dictate to Lynas, MP or the others. She's under 10% with no board positions. If she wants to dictate to Lynas she'll need to take us over first. Or at least massively increase her stake and get on the board to be seriously influential. Personally I prefer MP to remain the 'other' serious ROW rare earths play because we're much better placed than them: - Better deposit with real HREs, - Much better processing capacity through to high purity oxides and with it a heap of IP.
Let's see if their much touted metals & magnets production fares any better than the painfully slow ramp up to separated oxides. I doubt it. We don't need them but they may need us. In the meantime Gina's welcome to my shares at $12 each.
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