chinese roulette

So we have a timeline that looks something like:

LAMP complete with TOL approved but not issued.

America takes China to the World trade courts over RE.
MOSTI says he must sort the issue out in the next couple of weeks then gets lost for a month in a harvest festival mosh pit.

Lynas is dragging on through endless delays in getting going that seem just plain dumb and obstructionist, still shake my head in wonder at how much that plant has been delayed for no good reason.

PSC etc etc every single step takes a month or so.

Japan and China have a big falling out again over RE.

Re sector is getting hammered all of a sudden.

Prices have been falling the last year as CHina sets them.

LYC still delayed cash running short.

China scales back production to increase prices

First is Baotou then others in China scale back production

RE sector gets shorted to absolute buggery EVERY COMPANY.

LYC finally gets the go ahead after 8 months of grinding through neck deep sh*t and delays in Malaysia

It is held back for about another month

Japan signs any agreement for RE it can get Kazakstan, India whatever they really don't care as they are desperate to get out of the Chinese clinch.

LYC finally gets the green light to produce and will produce what about 20-30% of the worlds RE needs within 12 Months.

Cash is running short due to delays so it gets a lifeline of $200 million that takes SOMEONE by surprise whom though that they had bled the company dry.

It Has most of its production sold out already to Japan.

Someone with bucketloads of cash shorts the absolute bejesus out of it as soon as its a goer AND sinks every other major RE company in development in the Western RE industry.

Smells like theres more to all this than meets the eye to me.

The mother of all conspiracy theories.

Now whos got that kind of capital they can simultaneously try and screw over every company in this space?

Who's got the cash to dump so much money on market to try and burn this company and its investors like this?

Who has been knocked back by the FIRB before trying to buy assets in this space in Australia?

Maybe they like being the sole supplier of RE in this space and having all those industrials dependent on them huh?

Well if it looks like a duck and it quacks like a duck then its not a bloody goanna is it?

Its a Mandarin Duck.