Nonsense, I sold out at the top but bought back too early, so...

Nonsense, I sold out at the top but bought back too early, so weathered the long DT, really loaded up mid 2015 after a second visit LAMP. I state that purely in response to your misinformation.

It is simply NOT a case of "If industries require more pr/Nd supply", that's the fairytale presented as an EV in every glossy PDF, the hard reality is the middle supply chain is 85% Chinese & 15% Japanese.

The Chinese are adamant to capture every scrap of value add via domestic process so good luck surviving on their table scraps, and if you are punting on getting sufficient Japanese demand to float a five year hard rock start up you'd better take a raincheck on the Never Never.