Gang of Three..., page-27

Hi cj, I know it is difficult to accept defeat in Malaysia, the entire situation sucks but in the bigger picture we can't let Malaysia spoil the technical momentum and growth of both the company and the industry...

Were Lynas to remain in Malaysia and navigate the political "challenges" it certainly faces, it will be wasting it's most precious asset. That would be time and the competitive advantage it brings. This might be time to double down and take advantage of the fact that there are incredibly few plans for RE facilities anywhere in the world...

BTW, in my last post I misspelled Kam's name, it is Kam with a K not a C, and what I meant is that either an expansion or relocation would benefit from the IP and experience gathered over the years. Breakdowns and bottlenecks have led to a operating knowledge that will be invaluable during a Lynas expansion. Lynas will not be starting from scratch, the IP is mostly in house and I'm sure some of the key Malaysians would be happy to relocate...

LAMP is a good prototype but the real prize is the RE industry... JMHO...