lynas cashflow neutral and growing!!, page-187

"maybe the mining boom is dead, and now we are left with too many producers and not enough demand as china slows down etc... "

The mining boom is based on construction. Steel for building and coal for energy. Construction slowdown will reduce the demand for steel but does that reduce the demand for energy.

Rare earth demand relates more to technology and innovation. The highly populated countries are turning more to technology and the boom in technology adaption goes hand in hand with a boom for rare earths.

Homeland security also gets more dicey as economic booms end. Another reason for users of rare earths to look for certainty of supply.

Then again even if the growth of construction slows or even stops there is still a high level of demand.

All things taken into account the demand for most rare earths will continue to increase. Where will that increase come from. For China to clean up its act (It must do that or poison its own people) and other producers taking a lot of time yet to get moving there must be a shortfall in product. Lynas is still in the box seat.

Profitability relies on two factors. The ability to produce product at a profitable price and increasing prices for that product. It is my opinion that these things are happening NOW.