I am currently invested in Lynas despite the genuine and significant sovereign risk of having essential parts of their operations in Malaysia. The current Anwar government seems supportive. Not that they've wound back either the Condisoil ban or the concentrate import limits. Both were extra restrictions imposed after the permitting and commencement of the LAMP. At least the C&L can continue under them. The next government? Who knows? Najib was weak and willing to break signed contracts and his word when politically expedient. Mahartir was equally unreliable but somewhat stronger. The goalposts have shifted so many times under various Malaysian Govts. I doubt they'd be so blatant as to simply shut the LAMP down. The death of a thousand cuts and limitations is far more likely given a hostile Govt. That's their track record and anyone labeling such concerns as 'absurd' and those who express them as 'blatant downramping' are IMO deluding themselves. The history is there already. It is difficult to see any Govt shutting down the WHOLE LAMP of course given the uncontroversial status of the later stages.
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