LYC 1.35% $5.83 lynas rare earths limited

Wesfarmers and Lynas, page-83

  1. 1,650 Posts.
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    have heard this commentary from multiple sources including in my current role(transport).

    downstream risks in the supply chain (for black swan events) have been completely UNDERSTATED particularly for essential services like transport.

    still happy to hold lyc.....been here too long to let go now ,

    hopefully we fully derisk by getting out of malaysia!!!

    GLA
 
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