LYC 2.89% $5.69 lynas rare earths limited

"multitude of individual companies at every stage of the supply...

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    "multitude of individual companies at every stage of the supply chain"

    Exactly Bob, one of the things that surprised me most at Roskill's was the degree of Chinese cooperation, effectively acting as conduits in what is basically a ROW supply chain. It would appear that some of the "experts" branding all Chinese RE action as hostile have got it very, very w(r)ong. It is most definitely not an impenetrable, one way market, and I'd also suggest the Japanese have become well aware of this.

    Roskill's was very inclusive this year with a large number of Chinese, as you suggest, from "every stage of the supply chain".
 
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