LYC 1.39% $6.56 lynas rare earths limited

Deciphering Lynas, page-4

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    I didn't add it in the post, but another interesting point is that Shin-Etsu actually have metal/magnet production in Malaysia as well. I suspect there is a tight relationship forming there, but domestically it's hard to track how much product that (potentially) is flowing between them..
 
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