AGM-talk exit plan, page-2

I will be attending the AGM. I do not expect Lynas directors to deliver a definitive answer from Malaysian Govt by time of AGM, but I would have expected both AL and chair to have an indication from DrM of his committment to Lynas for a long term future in Malaysia.

Dr M is on record stating his vision of a new vehicle manufacturing and assembly business in Malaysia. Certainly this could happen without Lynas, but would provide a much stronger signal for future investment in a motor vehicle hub if Lynas was part of a foundation stone example that Dr M can use to attract international investment into such a venture. To do this DrM must shut down the current myopia that is clouding the vision of some MP's in his coalition Government. I expect the report from Lynas review committee to deliver this result.
The potential for future international investment in Malaysia underpins the substance and importance of Lynas which Fuzzy et al clearly do not want to recognise. They appear to have no understanding of the multiplier effect from business activities. Already the spin off benefits for employment in Malaysia are far greater than the 640 LAMP employees. Related downstream business investments could add very considerably to the 1000's of Malaysians who already rely on Lynas for their livelihood.

If assurances are not given by DrM that would be binding on current government then a 10 year exit plan would be in order, but in my view far too early to be disclosing such plans at this stage. I personally believe now is not the appropriate time to be running up a white flag.

Cash flow and profitability plus a nice dividend will look after the share price.

Those manipulators known as shorters are having a field day at present while high conviction funds load up at below bargain basement prices. Their gain for sellers short term pain?

I am looking out two years when we will have a full year contribution from Next and the expected benefits of greater control exercised by China over their RE outputs and market.