News: DTR Dateline Resources Announces A$4.2 Mln Rights Issue, page-3

Rabbit i think there are any number of scenarios that can play out - to wit compare and contrast Lynas with MP Minerals :

"Lynas Rare Earths appears to be the more successful and better-positioned company compared to MP Materials, both currently and for the future, based on the following key points from the search results:

1. Lynas has a more diversified customer base, with only around 33% of its rare earth products sold to China, while MP Materials sells 100% of its products to China. This makes Lynas less reliant on the Chinese market.
2. Lynas celebrated an early win by securing an offtake deal with Rhodia (now Solvay) for shipping rare earth products to France, indicating its ability to establish non-Chinese customers.
3. The search results suggest that Lynas has a broader range of rare earth products and customers across various industries like automotive catalysts, magnets, and others, while MP Materials seems more focused on neodymium and praseodymium for magnets.
4. Lynas has received funding from the U.S. Pentagon to build processing facilities in the U.S., indicating confidence in its capabilities from the U.S. government. This could help Lynas expand its presence in the crucial U.S. market.
5. While both companies aim to reduce reliance on Chinese rare earth supplies, Lynas appears to be ahead in diversifying its customer base and establishing non-Chinese supply chains.
6. The potential merger talks between Lynas and MP Materials ended without a deal, suggesting that Lynas may have been in a stronger position and less inclined to merge.

In summary, Lynas Rare Earths seems to be the more successful and better-positioned company currently, with a more diversified customer base, broader product range, and strategic partnerships like the U.S. government funding. However, both companies play important roles in reducing reliance on Chinese rare earth supplies"