MP minerals partnership?, page-34

Always a possibility patamoster. Lynas steered clear of MP as they have their own better growth strategy - IP.

I'm getting very interested - opposed to my Australia most likely previous scenario - that US Gov through an agency such as DOD could well be in the mix - yes it's not new and has been mentioned here previously by some. I just feel Trump through his relevant departments are putting together a short list of secure supply companies.
- one such department was given 180 days to provide such on Trumps return - this is well advanced.
- ARU push back on FID and newly advised JV partner possibility.
- CFO Sherrington was in US just recently. Coincidence! - no chance.

On the side - Ms Lacaze Lynas CEO is filthy re Aus Gov critical minerals stockpile plan and all other Aus Gov support targeted effectively at ARU and ILU to mention a couple. She earlier in the week stated "the US industrial military RE supply ex China is now secure" - along with that 1/5th bucket of dysprosium - she is all out and rightly so as the current number one ex China supplier of RE flexing her hard earned title as such.
But she is clearly concerned of more supply - meaning more competition with her remarks. She maybe correct with some uneconomical companies receiving extensive Aus Gov support however if the whole planet - even Putin just had a visit from Brazil minister regarding critical minerals deal - the Saudi's the whole world is scrambling - for reasons we know and ARU are box seat. There's a lot going on globally and early moves aplenty.

Zero problems with our delay of FID - the deal arriving will be substantially more favorable. Which has actually been afforded by previous delays and missed FID guidance that has the kids at the back of the classroom making more noise than usual. I'm more than happy to await the forthcoming highly favorable outcome along with potentially picking off a few more lower priced shares should I wish. There's so much going on with ARU we are not privvy to - but I am beginning to see a clearer emergence of US participation with ARU as others have - many whom are no longer posting here unfortunately.

Note: The US has been mentioned for quiet some time (others such as SK, EU, CANADA appeared more often). The question was asked at the most recent quarterly webinar asking about US possible - one should look at CEO's reply.







- no probs with delay