I think Malaysia would be aware that investment eyes would be watching their treatment of Lynas with keen interest.
This is an opportunity to lower or drastically increase their sovereign risk accordingly. With external investment comes opportunity to grow the economy beyond available internal means and create more meaningful employment for all there.
The new (old) leader is no dummy - he knows the value in precedents and whilst I am sure Lynas will continue to be held to account regarding meeting environmental standards and requirements, he will ultimately engage with the company and others like it to build the reputation of Malaysia as a place to do business.
At this SP and with the current RE demand, Lynas is a buy IMO.
I think Malaysia would be aware that investment eyes would be...
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