I am not surprised by what I have heard via the media and...

I am not surprised by what I have heard via the media and therefore not shocked by even one degree. However, I don’t see this being as bad as everybody has pointed out; this is just one of the many scenarios that could have happened and I trust that Amanda and the team have a plan.

I believe that WES will be involved with Lynas going forward. I don’t believe Lynas will be acquired but I do believe that we may form a joint venture.

Dr M wants the Rare Earth industry to grow in Malaysia without the waste. It could be the RE hub of the world in terms of processing, but only due to Lynas. Without Lynas, no RE hub.

So the ideas put forward by WES in August may well work for Lynas in that the WLP facility is built in WA.

With other potential bidders on the sidelines, don’t be surprised if LYC gets a kick out of this. Japan will want to secure supply and they won’t allow anything to stop that arrangement between them and Lynas. WES see the potential, and they want in, but they can’t have all of it.

To the long term holders, do you really want to quit now?

We are so far ahead, now is the time to truly buckle in. Long term play is long Lynas, nothing has changed.