Hope your right. A lot at stake. We will soon find out July 1st if Malaysia cares about Japans rare earths supply. Surely they will grant Lynas an extension of C and L in Malaysia if they do, pending on a timeline for kal to begin operations. IMO if they dont Malaysia have bigger reasons for maintaining the c and l deadline and credit ratings from JCR are a lesser concern. As much as I enjoy your optimism, it suits me believe me, I think Malaysia will continue to be our albatross somehow. Remembering other RE companies are emerging that Japan can source supplies from. Its all timing now IMO.
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$10.06 |
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| Last trade - 10.12am 23/07/2025 (20 minute delay) ? |
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