juk,There is still an unknown but likely substantial amount of...

juk,
There is still an unknown but likely substantial amount of supply for the next years not shown in your graph.

Mitsui/ Sumitomo published on 25th September an announcement about a newly developed recycling technology with high REE recovery from NiMH batteries. I was quite upset that just two weeks earlier at the Rare Earth Conference in HK no-one of our so-called experts, Kingnorth inclusive, knew anything about the possibility of REE recovery.

http://www.greencarcongress.com/2007/09/new-technology-.html

After the PFS I can only sum up that my confidence in the management is shaken. I hope they are able and willing to increase transparency of this project to improve shareholders confidence.