IMO I think Lynas will be biting off more than it can chew if it merges with MP. Cash is depleting, ndpr shows no signs of a rapid recovery and I ask can Lynas afford to fund any unforeseen problems merging with a company with debt. I think the US market has said it all. MP is the beneficiary of a possible merger. Nah. I think it will fizzle. Lynas needs no more financial complexity and Lynas is way ahead of MP to stand on its own two feet . I don't think we should be worrying directly with magnet production right now either.Stick to RE separation.
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IMO I think Lynas will be biting off more than it can chew if it...
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