The sojitz deal should be drawn up on our terms. And that is we shouldn't even issue them shares, if they want a stake in the company they should buy on market like everyone else. Why dilute our value when there's already a shortage of RE's? The tight RE markets gives them no bargaining power at all.
With the first year production of 11000 tonnes the free cash flow from that can easily fund the expansion to 22000 tonnes or more.
All RE produced should be sold at market prices just like many gold and iron ore producers to make the most of these high prices.
The company should set up a regional office within china to help promote Lynas' RE products. A contract with China is probably worth 10 sojitz deals.
Don't think Nic has the guts to do all the above though. Too bad Andrew Forrest isn't our CEO.
sojitz deal structure / sp games, page-2
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