LYC 1.93% $6.10 lynas rare earths limited

valuation estimates after mount kellett reset, page-17

  1. 357 Posts.
    to be sure that Mt Kellett is not an issue, it is not Lynas that you need to talk to.

    Lynas will have a view on the construction & interpretation of the contract.

    Mt Kellett may have a different view.

    If that is the case. . . .. .the matter is most likely headed for the courts. Personally - I'm not quite sure how firm Lynas' ground is on this one. Could well go there way if it came down to it. . . .. but very hard to be 100% sure.
 
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