"At the end of the day, its all about a continuity of supply with limited sovereign risk, geopolitics & geographics. Not to mention a shift in Politburo, Xi Jinping himself owns Japanese firms who have to have product. "
Yes BUT you are not thinking the big picture here.
Who is Australia Biggest Customer right now? Also what does Australia gain by letting japan take over Lynas? Nothing.
If Japan goes into a recession would Australia get into trouble? NOPE
If China goes into a recession would Australia get into trouble? HELL YES!
"At the end of the day, its all about a continuity of supply...
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