Most articulate post ltl, but I note you spent far more time playing the lay pychoanalist than you did addressing the fundamental forecast from Dudley of a Dy oversupply in 2016.
Given NTU is a bit of a one trick pony I'm thinking Dudley's highly regarded considerations may be of some concern, particularly in light of the fact that 90+% of the RE magnet market is China domestic and they're paying circa US$250 for the real deal finished Dy oxides ATM.
Just wondering if you'd care to update some of your splendid prognostications on that current synopsis?
Most articulate post ltl, but I note you spent far more time...
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