Hi Mkt, it can’t be just Lynas because as you say LAMP is in Malaysia. If geopolitical issues shut it down, Japan and the US is vulnerable. It’s highly unlikely LAMP will ever be removed or rebuilt somewhere else due to cost so their position is at best precarious in the long term future. Arafura will be built eventually, the deposit is too large in a safe jurisdiction for it not to go ahead. IMO
Hi Mkt, it can’t be just Lynas because as you say LAMP is in...
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