Agree Jan that this thread has useful thoughts. It occurs to me that if MCP is going as badly as it appears re both cop and product quality as well as lack of tech expertise atm, and if Chinese cop and regulatory problems are also adversely affecting profitability at present - there does seem to be 'room to move' for Lynas to gain market share and also product reputation with its RED strategy, even at REE current prices. Surely Japan would rather cement longer term supply from a non-China LT reliable supplier?
new support level at $0.37, page-24
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