Could be Lynas's woes and blows in Malaysia and their general much-hated delay in growing up is all China's doing via price controls and Malaysian interference and rabble-rousing. Could be, so the only way to win is to build a more secure domestic Australian supply chain. I believe that requires a more collaborative way forward than our "peerless" gangleader does. I want Lynas to think bigger as the opportunity is so huge and all but permanent. Neodymium is permanent. So other resources need to be looked at with an eye toward their value should a toll sep operation or a JV with Lynas become reality.
Four kilns in four years. That's just a beginning.
LYC Price at posting:
$2.46 Sentiment: Hold Disclosure: Held
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