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Somehow "funny strange" that you mention that the last 3 years the protests against the mining of rare earths have decreased. Was there something like Corona? And especially the Asian countries have pursued a "crazy" effective corona strategy (sometimes more successful than us, except the Chinese, with them it is politically justified). Otherwise: I find your analysis (not seen on the company!) or the framework of imagination quite ok. In any case, it gives you a first impression. More in-depth analysis would be advantageous, but for the entry is certainly not wrong. The company is of course for me no investment.
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@InvestmentPapa Thanks for your feedback👍. When I have time, I will write a longer analysis of another company.