Every thing said above is true. It ignores one important fact....

Every thing said above is true. It ignores one important fact. NC started trying to do codicil over 10 years ago. They still cannot make it work. As a stock holder I see this as a medium size problem that impacts stock price. Because of elapsed time I will assume Lynas will not make it work very soon. when I see progress then I will change my opinion. Why it is not working is unimportant regardless if it is technical or political.

Same goes for NEXT it has been 5 years and they are still at name plate. I will use 6000 T NdPr in my calculations until I see better. Again it does not matter if it was Covid, Water, or Politics I can only use 6000 till they prove they can do better.