TMRC will never be Lynas. Doesn't matter. Need many players. Peerless = stupid. Supply chain security = smart.
Lynas is not positioned well for anyone other than Japan. And Japan has been aligning with China, not US. And Amanda is on record with cleverly-phrased but no less obvious anti-Trump comments. Total rookie move.
Would like to see four or five REE mines.
Would like to see Lynas much more involved downstream. The campaign of silence got old a loooooong time ago for me.
Don't know what will become of Bokan. Don't see any real relevance to Lynas or LYC investors. ROW CEOs needs peers for Lynas; they aren't likely to build their mass production model around one hole in the ground and a refinery in trouble territory being shut down on a whim. Never going to happen. Do without REEs first.
Lynas/Industry News, page-58
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