This is what I gather from the cursory read here. Aushed posted a chart of the NdPr that I also read from a broker report but Dr google isn't helpful. As you can see LYC diverge from the price trend until the election defeat of Najib. If you observe the breakout a week before the election, the market was factoring a Najib win?
I am trying to get up to speed to make an inform view about all the noises from the Malaysian media but I notice that Najib cronies controlled companies were heavily sold down and the opposite for Dr M's backers.
The link you gave me had Nd & Pr hit the top around Secp/Oct 2017 but LYC price trend remained intact. No idea why the price divergence. If the current report of a new probe into the waste management does make it through govt intervention, this uncertainty can only be unhelpful for management and the market view of the risks.
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