@asxmicro@croninpd Very different to AVZ bud. No Chinese involved here. Lindian 100% own the asset unlike AVZ. No disputes. Gov may move the goal posts but it’ll be a way that is practical and still makes it work for LIN. Malawi NEED LIN.. desperately. But think whatever you want to think =)
@ChuckChunder007 Lynas haven’t challenged the K asset the entire time. It is odd they’ve left it in their annual report that is true.. but legally they have done nothing to chase it.. the high court ruled unfavourably to LYC back then… so not sure what they would do..
@Tze_C@yycnimei Watch the webcast which explains how they got the plant for a steal and saves future capex spend of 500m+ for building a new equivalent greenfield plant
@longhorncapital Because it’s controlled by Australia and opportunity to lock in 100 yr mine life supply of rare earths for a tier 1 asset. Can’t ignore this
@DavidFarna93059@mark16pg The housing stats make 0 sense. Clearly skewed by older generations that have low housing cost. We all know younger generations are now more like 50% of income..
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