Its not just RE prices, although that is signifcant. Its also
- Malaysian plant shut down for enhancement work
- Kalgoorlie commissioning risk
- world economy decline
- historical mistrust of Lynas by the market
In regards to the last point, Lynas has never reallly bothered to try and manage the PR side of their business. While our CEO has done wonders on the operational side of the business, PR isn’t one of her strengths.
Deciphering Lynas, page-902
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