The white knight-perfect scenario, page-101

I know, I just can't help reading without commenting.
As if Lynas's plant was built to supply the Japanese market alone.
What about BASF, European,USA, Malaysian and even the chinese markets.

Lynas Corporation Limited (“Lynas”) (ASX:LYC, OTC:LYSDY) is pleased to announce the signing of a new long term supply agreement with BASF Corporation (BASF) for the supply of Rare Earths to be produced at the Lynas Advanced Materials Plant (LAMP) in Malaysia. BASF’s Fluid Catalytic Cracking business consumes lanthanum and the contract shall secure a substantial portion of BASF’s long term lanthanum requirements, with a pricing mechanism tied to market price.

http://www.lynascorp.com/Announcements/2011/BASF_Supply_Agreement_Announcement_020911_1016315.pdf

@Gneissic,
You know that I have high regards to your opinions, but this time, you are way off the mark if you think that the deal will not be reached.

If the market knew that this would be a possibility, the share price would have been sold to 9c or even lower during the last week of correction.
May be down to 12c before the announcement if you are lucky. If Lynas gets to 12c, it would be another once in a life time opportunity and this time I would increase my holdings to >3m shares.

My opinions and thoughts.

DYOR