Janti
You seem to accept that the downstream markets in RE are in a huge growth phase and yet you appear to recommend selling the ONLY company outside China that is providing those REs. Very strange. Incidentally Dy is definitely not in the same category as Nd & Pr. Dy is principally used in special high temp applications and not as you said in the latest wind turbines. NrPr magnets are certainly the most efficient for most apps and result in lighter motors which is important for vehicles for example. Some manufacturers may start to look for alternative if the price of NdPr gets significantly above $55 (if my memory is correct - info gleaned by Aus a couple of yrs ago at some conference). In the meantime Lynas would be cleaning up around 275M$pa (5000tpa * 55kg/$) and that does not include Ce La & SEG
It is curious that you should suddenly re-appear - after a welcome break - just at the time when Lynas has turned the corner and has an exciting time ahead
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