The Chinese Takeover Furphy, page-19

Lol ltl's, you hero worship a guy that can't even spell Dysprosium, let alone put together a cohesive economic case?

Seriously, Dr Stan Trout raised the 1.4% Dy "tipping point" 2 yrs ago based on the natural occurrence of the elements, if 0.7% becomes the average as Jack now suggests we've currently got 2x the required forward supply volumes.

http://www.magneticsmagazine.com/main/spontaneous-thoughts/dysprosium-2-0/

Ever noticed how Jack NEVER references the numbers/data he throws up? If you're counting on him to fight your HRE battles for you there is a rude awakening ahead.

Interesting contrasts aren't there?

EU & Japan Govt & corporations investing heavily in HRE elimination whereas US resource companies investing to extract it economically from the low grade HRE deposits, while their OEM's happily draw RE enabled componentry from China, who are land banking, lol.

Dose of heresy for you, I'll punt ROW innovation in both Dy demand elimination (relative to NdFeB CAGR) AND extractive technology will allow incidental Dy production from NdPr economically based deposits such as LYC, ALK, ARU, etc, to meet the bulk of any demand increase, at far more modest pricing than any stand alone HRE operation.