the facts of life, page-28

Agree omgwen3rds.

Looking at the bigger picture too, a .5-1 year delay won't be a big deal for Lynas, because REE prices won't fall in the mean time, global supply across the range of REEs will still be constricted, and because we have supply contracts and JVs at the ready for once everything is a go.

If the delay does drag out to 2 years (which itself is highly unlikely), it might only be a problem only if Molycorp also has absolutely no delays coming to market and commissioning their plant. This is also highly unlikely, especially given the fact that that plant has had a history of environmental issues.

And a question re the protests, have the opposition parties in Kuantan identified with the Anti-Lynas movement? Is this likely to become a significant election issue?