So because a research company runs a business and makes a living...

So because a research company runs a business and makes a living out of writing reports they should not be believed despite putting their name, address and disclosures on it and having a reputation to upheld if is going to continue running that business ? But we should instead believe the “research” posted on public forums by anonymous posters because is more accurate and reliable and because is posted freely the poster has no vested interest in pumping or downramping the stock ?
Not sure NTU dilution could have been avoided if is going to advance to further stages. At least they issued shares to existing holders and at a reasonable price rather borrow hundreds of millions of $$$ for which they would have to pay interest or issue hundreds of millions of bonds which bondholders could convert at less then half the market SP like Lynas did.

But then you would say they own the stock and have a vested interest.

Thanks for the offer but not sure writing a report anonymously on a public forum would be worth anything , even if it was to pump NTU. Not that it needs pumping, the Browns Range plant comes with built in pump for self inflation.

Ah , so the real issue you have with the report is not that the author is making a living out of research but because it mentions the reason Molycorp went bust and why Lynas is struggling to turn a profit despite processing RE for years ? Makes sense since Lanthanum and Cerium are both barely worth a few $ per kg

If what you say is true and Lynas has so much DyO then can you come up with a valid reason for not producing and selling some DyO to increase profits and pay off some of its debt instead of withholding it ?
After all DyO is worth at least 3x the price they are getting for NdPr and they have been processing RE for a few years now yet for most of this time have been running in red. Or is the burden of La and Ce also an issue with Lynas DyO ?