The Clock is Ticking

With only 4 weeks remaining til potential "Licence Renewal" the recent announcement from Lynas is interesting.
We all have fixated on the cost associated with all aspects of setting up and running the PDF - $98m. While it appears excessive, maybe its not??
On reflection - the US$98 is stated as "Estimated", so its not a fixed price, it may be more or it may be less. The time frame over which the cost estimate has been done is 6 YEARS - WOW!! I find that interesting - quite rightly Lynas expects and deserves to have a professional minimum timeframe in which to conduct its business. The expectations around the granting of Licence would have been
Clearly stated by the government prior to Lynas recentannouncement, so it would be reasonable to assume this timeframe of 6 years iswithin the arrangement.So is the US$98m a lot for this arrangement – probably not –Lynas has a huge investment in Malaysia, infrastructure alone has to be wellover $1billion, to say nothing for workforce and the ability to producevaluable rare earths for a very loyal customer base in Japan. So in essence –far too much to lose for the sake of $98m. This forthcoming decision, now only weeks away will be apivatol moment in Lynas history, I fail to believe that Amanda would allow itto slip, so whether it be $98m or anything else, I certainly trust her to benegotiating Lynas into a winning position for myself and all shareholders, thealternative would be dire.Cheers Jake