Probably not the time to get ahead of the curve, but plenty of pointers we are on the cusp of the "Promised Land" RE, if only Chinese supply containment & Japanese demand growth, doubt it would be difficult to make a case for both horizontal expansion & vertical JV +2020, but quite obviously Malaysia doesn't want to play.
Lynas' Japanese alliance will transcend the ugly noise.
Probably not the time to get ahead of the curve, but plenty of...
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