LYC 3.00% $6.86 lynas rare earths limited

Ann: Investor Presentation May 2020, page-13

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    First impression: That's one almighty hole in the ground. In 20 years time they may have dug deep enough to reach the Chinese deposits. (There used to be a saying that if you dig down far enough you end up in China).

    Second impression: This is becoming a gigantic enterprise. Any opposition wannerbees have a big job in front of them to get into the business.

    Third impression: There must be a reason for a presentation at this time. It is out to impress. Who is it meant to impress. Probably aimed first at Malaysia. Then at the USA for continuing support and turning the MOU into a partnership and finally for the bureaucrats and politicians in Aust and the USA.

    Fourth impression: I'm impressed and Amanda deserves to be recognised as a top class executive.
 
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