molycorp conference call, page-10

Ausheds: I did not say that Molycorp will produce 22,000K tonnes of RR this year. I said they have the potential to do so. It will probably be closer to 19,000 k tonnes. If they produce less that would be positive for Lyna. I also said or meant to say that Molycorp is able to refine oxides to a purer state than Lynas's chlorides> i know that the basket price is higher for Lynas,b ut there is no tolling agreement in place to the best of my knowledge to achieve that higher $38 basket price. /Do you have information that states otherwise? Perhaps I am wrong in stating that Lynas will probably receive 25% less per Kg. than MCP. I certainly hope that is the case. But until You prove to me that Lynas's refined chlorides can come close to the purer form of REE oxide produced by Molycorp and command a similar price , I will stick to my assertion. As a very large Lynas share holder, I want Lynas to succeed. I do want Lynasheads to be aware of the importance of the 28 Feb, 2013 Molycorp Conference Call. Ausheds: Please let me no your reaction to the report and what it means to Lynas.