Ann: Arafura achieves major debt funding milestone presentation, page-44

Gee I had to scroll 5 pages to change back conversation to this critical Ann and progress given it has been lost on other forum topics and posts.

Lynas are benchmark in ex China RE supply. Lynas are completing substantial very expensive upgrades and increases in production. Amanda Lacaze is exceptional and her Intel to deliver the above expansions is just another key to future supply demand investment decisions. Her connection with Gina is another as is Gina's increasing stake in Lynas.

Lynas decision to not tie up with MP is of note.
Many reasons but IP and organic growth would be high on the list. They also have US financing in place for stand alone new plant in Texas - feed from My Weld concentrate processed at Kal.

One can observe industry reports in RE space however money talks and Lynas expansions and ARU debt providers talks substantially above media reports in my view. Patience required.

Perhaps Lynas keeping their powder dry 500m in cash for more organic growth!