Will Lynas survive

Who can remember the Remington Shaver add  catch phrase ?
After  the wife bought him his first electric shaver ....
Victor K. Kiam   "I liked the shaver so much, I bought the company",

Same thing can happen to Lynas.

I cannot see a problem if LYNAS can produce and supply the "DESIRED rare earth elements " that are needed most but in short supply.
It is not good enough for lamp to produce what is already in huge supply that can be bought elsewhere for no strings attached.
Eg: one secure the finance in return to secure supply of what is needed.

Lynas would need to show evidence that LAMP is reliable  that can ,"supply the elements that are most in demand and the in least supply"

I go to the extent of saying that a Big Japanese Company would be prepared to pay top price for a reliable source of supply of REE for its future ..

IMO, a company needs a good management  that delivers to the shareholders what it promises . A bad driver can crash a good car.