it's time to go long, page-39

BFM:
Carbonate production is quoted in 'oxide equivalent' and is at a similar price level on that basis.
Ce La are about 70% of production by weight, but under 20% by value.
Ce and La Oxides are both over $6/kg currently.
You could perhaps look up the definition of bankruptcy before applying that term to a company with cash reserves that'll last well into the new year even without a single sale: and we know Sojitz alone are getting 3kt by then.
To assume a CR is pure speculation; possible but unlikely IMO. They can take up a credit facility up to $80m under their current arrangements with MT K and Sojitz, should they need it.
The rest is simply speculation on your part.