Exactly, you make my point in spades.
While Lynas have by far the richest operating RE resource they did have to battle thru a period when all the Chinese were losing money to get established, and they certainly would not have succeeded without Japanese support.
Trying to emulate that a decade later, dragging the massive CapEx US$680M will be a long & bloody battle, at best. IMO that NdPr capital density is outer space, highly likely smaller, more nimble competitors will jump in front of it.
Exactly, you make my point in spades. While Lynas have by far...
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