If you're referring my speculation Aus, I don't pretend it is anything but that. Not that I agree it is vapid, I'm plotting the recent moves and trying to sort of extrapolate broadly as to where it might lead. If in my wildest thoughts things are working as my imagination is, then really I dont need to add the substance. Who is to say the inner sanctum is not discussing all those details deemed important to rapid expansion of downstream demand ex China? And why should Gina have NdFeB manufacture expertise, as long as she and Amanda know where to get it? I'm not thinking Japan or Chinese or US. I'm talking outside China. After all, isn't what Biden and the rest are pushing for, less dependencies China? Yes, it does seem to me too AL is looking to get the demand side going and if anyone can get close to or beat China on costs etc. its AL, Gina sees this too and quickly came aboard. Fully integrated economical supply chains, maybe, I dunno, but I trust AL, clearly Gina does too. For the first time in a long time, there is a spark of something in the air. I'm going with it.
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