you assume that prices go up which they will i agree with that assumptions. there is another scenario what if Lynas cannot get Concentrate to lamp. because of navel blockades. Lynas ships all its finish goods FOB which means they do not get paid unless it arrives. Of course, there is insurance so when all is said and done i have no idea what end results.
War is a horrible thing. Only those who have been in one realy understand, for me, it was Vietnam. I could never do anything for war to make the investment work.
Interesting, page-140
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