Indeed, I look at lynas a while back, when their SP went nuts...

Indeed, I look at lynas a while back, when their SP went nuts due to a change of government in Malaysia. It really hammered their SP. Then I read on how Lynas is only mineral company that supplies rare earth that is outside the control of the Chinese government. Its unfortunate that due to our greenie/environmental laws Lynas needs to ship to another country to process it rather then have it done in this great country of ours.

There is always risk when companies tries to diversify too much, but for TLS, it just seem they have been leaning on the conservative sides for too long.