Hi mm, mining Rare Earths is a relatively straight forward process, it is the processing of the material that is the technology side of the equation. I'm sure undersea mining has a bright future but it needs to be coupled with a new processing technology which apparently is still in the pipes...
On the other hand it is pretty clear that Lynas will produce RE's real time for the next say 10 years all the while gaining new and valuable IP and experience. Who knows what the technology will be in even 10 years but Lynas is not standing still...
Simply put, Lynas is a moving target that will be tough to catch...
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