Lynas has the US onside as a cloud hangs over Malaysia https://www.copyright link/business/mining/lynas-has-the-us-onside-as-a-cloud-hangs-over-malaysia-20190520-p51p5q
"Lynas Corporation will have the might of the United States military onside as it looks to develop rare-earths processing capacity in Texas, with Washington also keen to ensure production continues at the company's threatened $1 billion plant in Malaysia.... "
Looks like we may be getting the perfect storm in our favor at last. Xi restricting or raising the price on rare earths, the US and importantly the US DOD placing pressure on players to not screw with Lynas, clever expansion plans by Lynas into the US etc. Good time to be holding. First time in a while I can change my sentiment to buy.
Ann: Investor Day Presentation - Lynas 2025, page-14
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