LYC 0.38% $2.59 lynas corporation limited

Geeez, are you his wife or what?Sounds like Toly, like myself,...

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    Geeez, are you his wife or what?
    Sounds like Toly, like myself, is holding at a price that makes his current situation quite OK.
    Speculate all you want about the details: it's pointless.
    Tomorrow we may be in for some major updates of Lynas' situation and plans going forward.
    That's what I'm interested in, not speculative nagging.
    Here are my guesses:
    - Double up C&L in WA. Perhaps 'tuned' to the Duncan ore to increase feed to the Texas JV.
    - JARE funded to the tune of $400m with, like before, excellent rates and an option on production for (say) 8 years.
    - SX & finishing expansion; site not yet decided.

    I'd also hope to hear either 1. Malaysian licencing clarity or 2. soft/hard exit contingency plans spelt out.
    If nothing else, make it clear to all that while we'd prefer to stay, we can cope with the alternative.

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