LYC: Insanely overvalued, page-184

Just want to point out that your statement : no new supply is forecast to come to market is inaccurate.

https://www.copyright link/companies/mining/lynas-tips-big-jump-in-china-s-rare-earths-production-20210420-p57knk

The world's largest rare earth producer, China's Northern Rare Earths produces 60% of China's output and China produces 80% - 85% of world production so that company produces roughly half of the world's rare earths. They say they're gong to double production in 3 years from April 2021 so that is 50% increase in supply to the market. Most likely to increase gradually over the period I would guess. So that's a massive new supply and that's Amanda and the Chinese who are saying it. It is a significant fact, let's not ignore it. Do we want an echo chamber here or a forum to exchange ideas and facts?