Thanks for the welcome. Someone at TMF recommended you and lamented that you don't visit TMF often enough.
In a recent post Jim Rogers prefers China and Japan over America and Europe. It can't be that difficult to find half a dozen or a dozen investible Chinese outfits. I have a position in Kandi (KNDI) which fits perfectly with the theme of this board. In rare earths I'm betting that America and Europe will want secure non-Chinese sources.