The Chinese tried to buy a 51% stake in Lynas a few years ago...

The Chinese tried to buy a 51% stake in Lynas a few years ago and got knocked back by the FIRB

Customers will be happy to pay a premium to Lynas for its rare earths as it will be a secure supply

Then you have the Lynas RED brand which will be the internatinal stamp of quality for rare earths. (from website)

Rare Earths Direct
As a central platform of our marketing thrust we have established and registered internationally our own RED brand (Rare Earths Direct). All Rare Earths product marketed by the company will be sold through this brand and the aim is to make the brand a global benchmark for quality and demonstrated continuity of supply.


Lynas RED brand presents three key value propositions:

• Building a fully integrated supply system from mine to customer;
• Producing Rare Earths that meet the world’s environmental standards; and
• Marketing an international brand of guaranteed quality.

Lynas’ development of the RED model ensures maximum profitability across the value chain through the entire business cycle, and creates a robust and enduring enterprise with the ability for further expansion.

We just need three letters to make this happen! T O L