LYC 0.48% $6.26 lynas rare earths limited

The importance of Lynas

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    Read these two articles about a recent report by the Pentagon:

    Pentagon sees Chinaa as growing risk to US defense industry:
    https://www.cnbc.com/2018/10/05/pentagon-sees-china-as-growing-risk-to-us-defense-industry.html

    The Pentagon is increasingly worried about where the sausage is made:
    https://www.inkstonenews.com/tech/pentagon-warns-chinas-risk-us-military-supply/article/2167160

    The headlines should be enough to give you an idea of what's going on to appreciate that Lynas, being the most significant single rare earth producer out of China, can be assured of an amazing future. Not only is demand for this stuff growing, it's critical to many important industries and sourcing it from China is increasingly becoming a problem.

    Anybody that doesn't see a bright future for Lynas has rocks in their head. The recent issues with Malaysia will blow over and have been a welcome event for me to top up my holdings (I only started buying LYC when the US - China trade war started ramping up a month and a half ago).

    Good luck to all holders with vision and common sense.
 
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