Soho,
I think that if Lynas is part of the RE strategy for the Japanese Government (Ministry of the economy) then that is positive.
We know they need to source 15.5K from somewhere other than India.
While they are expecting 8.5K, maybe LYC can provide them all or most of the 15.5K.
German companies (Siemens / BASF) have lined up already too so we have other demand as well.
Anyway, hopefully we get out of the financial mess we are currently in, Lynas becomes a substantial supplier to Japan and LT shareholders will be able to regain losses and maybe turn a ...profit.. wow that would be nice...
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