Agreed, think Lynas is in the best position to take advantage but I also noted on the Arafura thread that it is strange that Lynas does not include Arafura production on it's projections of supply. As this would put the market back into oversupply in 2013 although maybe lynas thinks arafura is too hopeful with the 2013 targets.
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Agreed, think Lynas is in the best position to take advantage...
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