LYC 0.30% $6.54 lynas rare earths limited

If they are smart they will have a subsidiary company own the...

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    If they are smart they will have a subsidiary company own the new C and L plant so they can sell Condisoil in Australia without breaching the licence conditions .
    Having a separate company can be justified on the basis of doing C and L for other rare earth producers .
    If they set up with 2 larger Kilns then move the others from Malaysia they will have plenty of capacity .
    building the plant in Malaysia in the first place given the previous Japanese rare earths disaster was in hindsight just a massive mistake .
 
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