LYC 0.90% $7.70 lynas rare earths limited

Ann: Letter to Shareholders - Quarterly Report Ca, page-39

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  1. 86 Posts.
    re: Ann: Letter to Shareholders - Quarterly R... I would love for someone to ask a question regarding the duncan deposit, find out how far out it feasibly is from commencement given the expected market flood of LRE's but continued short supply of HRE's and stronger prices.
    Whether management is essentially waiting for the all clear in malaysia before they realistically make headway on the company's future or whether it would infact be prudent to forge along with a second project in parallel.
    How doing these would affect our cost of capital and risk profile.

    Also if someone could bring up lobbying Craig Emerson on the Malaysia issue given Lynas is clearly NOT an environmental issue but a political one.
 
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