Sorry 1up but I have to disagree strongly. I dont know of any other company where the fundamentals stack up more strongly. The chinese production is being slowed and export quotas dropped to below demand. Rare earth demand is growing strongly and Lynas is tha only company going to produce in the near term. The technology behind the LAMP is not rocket science, it is the same as other producers have used for decades to produce rare earth products. Supply and demand equations continue to shift towards a bonanza for Lynas.
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