No offence ousia on your well written post, but no one here is...

No offence ousia on your well written post, but no one here is able to predict or foresee anything until Lynas management makes some announcements.

We do not know anything about contracts in place, how much is china buying from them, how much Europe is buying, what has or has not been qualified, condition of phase 2, true extent of piping issue and whether phase 2 is affected or only phase 1, and the list goes on and on....

The only thing that can be confirmed is signs of Life returning to the rare earth market!!!!!

So until any of the above is answered by management this will only go sideways IMO.

Anything beyond this is immaterial.