Totally understand the frustration at this ridiculous, drawn out saga, and was at a bit at a loss to see any direction a couple of weeks ago, but now I sense a clear strategy to promote a sensible compromise via mandated working committee, together with a strong message as to what's at risk, to the centre of power.
Remembering: "Various key trading partners of Malaysia, including Japan, the Unites States and Australia, have expressed strong support for the Lynas Malaysia business."
Exaggerating to suggest AL "bet the farm" but "Exporting the volume of WLP presently on site within the timeframe mandated by the AELB is unachievable." together with the GC note is certainly getting on the front foot IMO, with the greatest chance of nearterm resolution.
Effectively I see much of what we've learnt recently as a co-ordinated action, perhaps to the extent of Directors buying stock immediate heavily promoted GC.
Hopefully I'm reading it right.
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