The current issues for LYC and those of the past simply serve to...

The current issues for LYC and those of the past simply serve to highlight the difference between eastern business mentality (and healthy scepticism to foreginers bearing gifts based on colonial history) and western fast paced search for shareholder returns.

Lynas is a great company however nothing happens quickly in Asia that will last in a sustainable fashion. The Asian mindset of investing for your grand children means a much slower adoption process and investment timeframe than public corporate earnings chasing for the next quarter.

Sure it must be frustrating for employees however they are in a start up business and aware of these issues at hand, it goes with the turf and the potential massive rewards.

The most important factor in your piece is the clear case you inadvertently make for how difficult even an exemplary competitor to Lynas will find it to set up in Malaysia. Also given the export limits in China as Lynas encountered, there is another barrier or Warren Buffet styled "moat" around LYC's business.

Whilst complaining of the near term inconvenience, those in this for the long haul are going to make off like bandits.

In the near term however, those that believe this delay is caused by genuine environmental protests with no underhanded influence from politicians looking to squeeze the most out of the company they can are kidding themselves.

With MorganStanley, JPM, Blackrock, Vanguard, Union Investments and Norges bank as the major holders of the company, this is nothing but a delay and like in all business conducted in Asia, the local folks know a premium will be paid by foreginers to avoid delay at any cost.