IF and it is a BIG IF, Lynas has a problem with operating in Malaysia because of the Thorium issue just imagine how much trouble others will have operating in Australia or the USA because of the handling of any radio active materials. Bear in mind also that the rare earths at Mt Weld are only associated with low levels of thorium whereas some deposits are asociated with Uranium and higher levels of Thorium.
Lynas will overcome the problem so for me it is not in any way an issue. Managements eye OFF the ball is the BIG issue.
lynas, a value investment..., page-25
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