LYC 1.27% $7.78 lynas rare earths limited

NUF, page-42

  1. 6,339 Posts.
    lightbulb Created with Sketch. 1113
    Condisoil is a preferred option, as you've said ad nauseum here. 

    A PDF for all WLP is AT BEST the lesser of two evils; certainly, you've never before called it a preferred option.  It was the thing that we needed a preferred option to avoid!

    To use the same phrase is silly. Of course one is forced to as a promoter; I get it. Just having fun pointing it out.  Lol.

    Your abandonment of Condisoil as the preferred option also suggests you concur with my interpretation of the announcement: Condisoil is dead; WLP is orphaned.

    NUF was never going to be a problem to get rid of on its own.

    Now the government seems to have made a PDF for mega-ton quantities of WLP inevitable. Bad outcome, for sure.   

    Sure, it could be worse now, but when we considered this waste disposal risk earlier,  nobody seriously entertained the idea that Lynas would be forced to ship WLP home!

    I'm not sure Condisoil is dead,  so it is premature for me to start calling a PDF for all WLP anything but what I've considered it: the worst case scenario.


 
watchlist Created with Sketch. Add LYC (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.