Jasonjay - A very good summary of fundementals macro and micro.
I bought into Lynas some 4-5 years ago for similar fundementals that were largely yet to be formed reasons at the time.
Actually I was looking at sunrise industries at the time having lost a lot in the GFC and then 'discovered" Rare Earths. Did a lot of research into RE's and then got into Lynas....and others more as a gammble @ .30c for my first buy.....Hahaha.
Its a joke now and I still have them.
Yes I firmly beleive we are on a real winner here.
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