Ann: Half Yearly Report and Accounts, page-12

“However the Directors also point out that in the event that the Group is unable to resolve the pre-condition currently stipulated for the renewal of Lynas Malaysia’s full operating stage licence that requires export of all WLP residue before September 2, 2019, there would be material uncertainty as to whether the group would be able to continue to operate the LAMP in Malaysia in its current form beyond September 2, 2019 and in that instance, whether the group can continue as a going concern and, therefore whether it would be able to realise its assets and discharge its liabilities in the normal course of business and at the amounts stated in the financial report.”

This is not insignificant, you could argue that the market knows this but large holders can get spooked by statements like this.

I will listen to the podcast with interest to see if this issue is discussed.