LYC 0.42% $7.07 lynas rare earths limited

Failure to grasp importance of BTET and Sino-Japanese EV JVs is...

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    Failure to grasp importance of BTET and Sino-Japanese EV JVs is not going to hurt you, unless you sit on the sidelines waiting for "the middle of the decade". Lynas could be one of the bigger winners well before then thanks to increasingly-evident support from China. In my opinion, there's hardly more political risk today in Malaysia than there is in KAL.

    BTET etal changes the logic entirely.

 
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