Agreed all the way around. There will be problems, the politicians will make hay in WA and Malaysia, someone will take a whiz in the wrong end of the tailings dam; someone will screw up the chemical cocktail and they'll have to ditch $1M worth of chemicals 1 week after the LAMP starts, but, I see Lynas, in 5 years time, as the 800lb Gorilla, having acquired an HRE mine (yes I am looking at you NTU) and offtake agreements with Alkane. Kicking Molycorp around the playground; I mean, Rare Earth cracking in San Bernadino county?!?!!. I do see Lynas leadership as a slight issue at this time.
lynas, a value investment..., page-2
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