RE:RE:RE:RE:RE:RE:RE:RE:Predicting the next ‘pivot’Read the tender docs, slowly, they are a bit of a jumble but ALL the specifications are written for Lynas Blueline JV.
Look at the domestic qualifications, all about US R&D and process, NOTHING whatsoever about source material.
Blueline has most of the assets to qualify the JV, huge industrial site, extenive R&D, customer base, etc, Lynas has the IP & capital to build it out as both a HRE & LRE processing centre, and the customer base to absorb what can't be sold into US mkt initially.
They also have a relationship with a specific Jap mag maker that was actually talking about expanding to the US in 2016.
Tender docs don't talk any of the "consortium" BS, each tender must stand on its individual merits, but you can be confident Lynas will be presenting as part of a commercially proven supply chain.
How can any others remotely compare?