LYC 0.26% $7.67 lynas rare earths limited

I am having a lot of trouble fathoming whether the protests...

  1. 357 Posts.
    I am having a lot of trouble fathoming whether the protests against the LAMP are an irrelevant sideshow, or a meaningful risk for Lynas.

    Forming a view on this really requires a detailed understanding of the political landscape in Malaysia. Does anyone on this forum have a good enough understanding of the political power of the current coalition government??

    I reckon that a worst case scenario here . . . .being no Malyasian LAMP project at all. . . . .would be pretty bad for Lynas shareholders. Presumably a four year delay to find an alternate site, get approvals & then construct???

    How big a risk is this?

    FYI - I sold out this morning just because I think the noise on this is getting too loud.
 
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