dr looi on fb malaysia, page-1313

Your disclosure doesn't indicate if you have been shorting LYC nimbus24. If so, it might explain the misinformation in your post. Lynas has the cash flow and the assets to negotiate debt financing for the entire projected expansion.

By way of illustration my friend, how much shareholder financing has been required for Lynas' NEXT expansion?

Zero.

Same concept will be applied to the Kalgoolie operation imo.

For anyone who imagines Lynas would contemplate shifting their entire operation from Malaysia, think again. Lynas has a skilled and motivated workforce in Kuantan. My expectation is that the company will continue to operate in Malaysia into the indefinite future. We may even see some positive outcome in regard to C&L. Current licence conditions are that this part of the process will shut down in 4 years. However if there is significant downstream manufacturing in Malaysia by then, Lynas would be in a strong position to renegotiate the terms of their licence.