"clear" is the operative word, much of this was misinterpreted in my experience, some perhaps willfully:
RE is incredibly complex at every level, and particularly US has been littered with misinformation for years, IMO requires a very strong core theme to cut thru the BS, to understand Lynas multiple points of leverage, not least downstream engagement, though exposure will always be tempered by commercial considerations.
News: LYC Canada's Mkango aims for rare earths production from 2020, page-6
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