WTO Rulings... and Trump, page-26

CEO, you write:

"...is it possible, for example, that Lynas acquire a PM manufacturer or simply set up an offshoot and literally become a one stop shop?"

I could not agree with you more. I contend that Lynas has made steady progress in an industry that stood still or more likely fell flat. Valuable intellectual property has been accumulated and experience as a major RE processor cannot be denied. Who knows more about operating an environmentally friendly RE plant at full capacity than Lynas?

The fact is that LYC is vertically oriented, controlling everything from mining in OZ to shipping to Malaysia, to distribution of the final product. Owning LYC is bang for the buck...

LYC has been through it all. Political opposition at LAMP where many lessons were learned about international relations, building and operating a state of the art plant, and balancing financial statements while negotiating harsh criticism for the sitting CEO.

Remember, all along LYC is gaining significant experience in running one of the most advanced processing facilities in the world. Old timers can remember the scrutiny of LAMP as it was brought on line with monitoring, International Atomic Energy Commission inspections and approvals and recently a full operating license. Lynas is now considered an asset and valuable community member. Old timers might also recall the tax free exemption but that's for another post.

The recent developments and improving financial outlook since the arrival of Amanda have only solidified my belief that Lynas has the potential to make successful acquisitions and make them work... Thats what they do!

If RE prices continue their recent stirring and start to rise, LYC will become highly profitable and through various offerings and CR events, test the M&A waters...

BTW, I have been at odds with cj for years about LYC and I consider him to be a great barometer for Lynas as an investment. I think he is neutral now and that says a lot. IMO he is beginning to see the potential of AL and the powerful rare earth fairy...