lynas and the road to success

The management promised to build a state of the art plant in malaysia and they delivered. There was some issues with timing, engineering and opposition but they have been addressed.
They had managed to get a temporary operating licence and soon will be permenant, one will hope it is the case. They have the support of the current government at least for the next 4 years.
They have crushed all the legal challenges by SMSL with costs in their favour.
They are progressing really well with increasing production every quarter.
They have the support of the Japanese and the american.
It is considered a strategic company as evident by the refusal of our government to fall in the hand of the chinese.
They have a long term supply agreement in place for the next ten years with the Japanese.
They had secured an off take agreement with BASF.
They had a letter of intent with Siemens for joint venture.
They had strong relation with Rhodia engineering company.
The rare earth prices are increasing, albeit modest but with the current chinese pollicies, one will hope to see the result soon.
The world is moving fast with advances in technology and hybrid cars.
The recent capital raising has proved beyond doubts the strong support from the retailers and the sophisticated investors.

All the technical challenges and the legal issues did not hit the share price when it was above $2 and now when the company is about to deliver what they have promised and won all the legal challenges, the share price is down.

The huge upside for Lynas is when the price of rare earth rises and all the headlines point to that in recent times.

Three things will happen soon and all the long term shareholders who held their position will benefit.
The restructure of the loan, the production report and the award of POL.

That what I am thinking and analysing at the moment and time will tell if I am right or wrong. Please make up your mind and don't take it as an advice.