moly corp up again, page-24

"no downstream manufacturing capabilities", actually hits right at the popular misconception of Lynas IMO, the classification as a "junior minor".
As NC has said on many occasions mining, and even initial concentration, is a tiny part of the business. You could almost tag them a chemical company, witness acceptance by their much larger TfS peers (courtesy NC's Davos presence I'll bet), but I think they are better classified as a manufacturer right at the top of the middle supply chain.
As an illustration of what I think RED, EN, JCS & Amanda Lacaze are all about read Gottliebsen today:

http://www.businessspectator.com.au/article/2014/1/3/big-data/next-big-crunch-facing-australian-companies

"An accountancy, legal firm or bank will be able to determine how they should structure their business to produce the outcomes their customers actually want."

And I believe you can add a RE company in there as well, if you can wade thru all the carping here you might just find a very sophisticated, forward looking marketing organisation, particularly if you use my fav definition of uncovering needs and structuring to satisfy them.