RE: Controversial estimates...who is right? Kettl_a, interesting links. It all depends on the point of view and the strategy of the company in focus. And, you always have to question, who's interest it is to make markets believe, who is going to be the game changer. Have a look at this chart: Lynas (Mt Weld) is supposed to change everything right away. True or not true?
According to the chart end of 2011, max mid 2012 will be the time for shifting the weights. But could they manage to deliver up to now. Yes, they probably would be able to, unless they had problems with LAMP. But still, what REE mix would they be able to deliver. Unless you have a differentiated look at supply and demand, you (as an investor) will find yourself in a trap. With all this, time is crucial, too.
https://www.usmagneticmaterials.com/graphics/supply-demand.jpg
And HRE: Where are we? In the big nowhere? Some Co's are making a big noise, this company doesn't. The race is still on, I sometimes find it extremely thrilling and hard to (under)stand.
> GLTA, mikdado_D