what over supply??

According to a Colunbia University Congressional Research Report 19 9 2012 author Renee Chlo.
Current world consumption of Ree is 136000 tonnes per year.
Expected growth by 2015 is 185000 tonnes.

These numbers are not new but apparently still relevant.
If there is an oversupply of Ree's at present time as some posters are claiming currently, then it could only be temporary.
China is not supplying 136000 tonnes and lynas will supply only 22000 tonnes when in full production.
Demand will continue to grow with increasing numbers of middle class people in China, India ,Africa , and Indonesia.
Add to that the likely increase of demand for Ree supply caused by new technologies that will never stop developing.
Recycling is not a threat to suppliers and alternative elements probably will not fill the gap.
Therefore all long Lynas players have a very good chance of long term gains.
It simply calls for patience.