Hey Dynamo - if I’d managed to wrap my head around some of China Syndrome’s analysis I’d probably know the answer to this question. MP Materials claims to supply 15% of the world’s Rare Earths metals, at a grade of 8%. Have we got that much in the ground, even if at a lower grade? And the fact they’re already producing and have been for some years would obviously contribute to the disparity in SP, but is there broad consensus that the reserves and production capacity will be comparable when we come online or is that output comparison just a throwaway line? Jack Watts had loads of potential before he started production too right?
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