Anyone know after today how much of the $500m is on the C&L relocation? IMO the rest is good news for Lynas expansion and future. The amount spent in the C&L is entirely unnecessary and means the baseless scaremongering has won. Fuzzy and Tack and Yeo got what they wanted. But it is what it is. AL & LYC board have just reached the point they had to cave in to ensure LAMP licence renewal. Pretty sad, but it assures Lynas future.
Ann: Investor Day Presentation - Lynas 2025, page-43
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