Malaysia has never had a problem with the production of separated oxides and the licence allowing for that was granted for 3 years and no risk to future renewals I am aware of. It's only the import of REE concentrate they have an issue with. Seeing as Kal will be taking care of that, LAMP can happily continue producing separated oxides. If Malaysia agree to change licence conditions to allow concentrate, that's a bonus. But if they don't, LYC can just stay the current path and no worse off (the money is already spent to build Kalgoorlie facility anyway...)
LYC Price at posting:
$6.94 Sentiment: Buy Disclosure: Held
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