I have seen northern rare earth latest 9 months report. Its...

I have seen northern rare earth latest 9 months report. Its sales and inventory level has drop a lot. Now it inventory level is about 9 months sales. If China start stockpile, the supply and demand will immediately be balanced very quickly. It is the biggest light and ndpr re in the world which is about 3 time bigger than lynas in terms of sales. Sojtz, Mtk and Lynas know this and they want a easy time for whatever reason. SH is the only party they can screw. I find no other reason why they need to to big restructuring just before the sun rise. I am sure the coming lynas report will try to reduce the future oppurtunity but to put more words on their fincial stress which is all about few million interest payment.