USA Rare Earth & MP, page-28

LOL quite obvious xxx don't understand the markets or the demand ramp.

LOL let's take an easy example everyone is familiar with:: the endless touting on this forum of beloved mild hybrids. That stands as testament here; year after year, day after day, thread after thread, glossy after glossy; indefensible by any logic or math; tone deaf static thinking.

LOL, and now a claim Lynas is a permanent buy because "US microcrap will shortly be looking like a business". When is "shortly"?
Who are the players we should watch?
Obviously not Toyoto Byd or Honda CATL.
How much REE are these "US shortlies" going to be buying and from whom?

Quite obviously, Lynas does what Japan tells Lynas to do; Amanda pretty-much just a puppet - a quiet mousy one. Logically, it was Japan's decision to rebuild in Australia. Logically, it was Japan's decision to build out in US. Because Japan is paying for it and Lynas screwed up the original decision by basing in Malaysia.

Lynas still on training wheels made in Japan, which pleases the Japanese. The patient Japanese are walking alongside holding the seat with one hand and the handlebars with the other.