Even a backward county like Malaysia can see the value of a...

Even a backward county like Malaysia can see the value of a company like Lynas but their unstable political situation is a liability. The market hates uncertainty and Malaysian authorities have tipped their hand. The problem is not a shabby operation like SMSL, it's placing political grandstanding above the health of their economy. Any new capacity needs to be built elsewhere but the current operation can continue to be profitable. Lynas is an infant with a whole life time of growth in its future. New mines will be established and new processing plants will be built. IMO, the key is to use its hard gained knowledge and growing customer base to expand its capacity by building in a stable country. No need to get out of Malaysia just don't put any more eggs in that shoddy basket.