Difficult one to answer here, as my purpose is not to to cross promote but rather share some experience of the long journey from June 2010 wading thru much false promise and frankly an enormous mountain of misinformation that flourished in such a tiny opaque industry.
Suffice to say over the years since 99% has been written about wot's in the ground & primary beneficiation whereas the reality in constructing a viable business is pretty much inverse, adding value creating a range of products which meet the needs of a very narrow MSC across the key demand segments.
What I can probably say is ROW, read Japan, is finally clawing back some of the mkt share ceded to the Dragon 2007-2012 and it is doing so sponsored by Lynas.
More than happy to develop that further, but not here.
Difficult one to answer here, as my purpose is not to to cross...
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