You are simply guessing based on generic norms with no knowledge of the individual situation.
Lynas LAMP has faced a long battle to stop the poaching of operational staff, and if you do not understand the unique IP held by the exec team at every point of the business as a tradeable commodity you will never understand Lynas any better than Scott.
You also might take a look at the equity positions key Mgt x what Scott would need to pony up.
Westfarmers wants Lynas, page-115
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