RE:RE:RE:tighten the screwLol, that's the extent of your investment thesis?
There is not a shred of hard data to validate your MRT/froth fantasy, just a phantom pregnacy, largely forgotton.
Lynas CoP not so far behind CNRE right now but they are planning to leverage the Malaysian stupidity to fix the least efficient link in their process in taking C&L back to Australia. Rather than simply replicate LAMP assets they are going big, seriously big, and highly automated.
More than sufficient scale to take on additional feedstock to Mt Weld as required, likely very low cost monazite, available in abundance in Australia.
Savings in shipping a clean carbonate rather than concentrate to Malaysia likely to match or better CNRE.