db- "production in malaysia going to plan", page-19

and if Lynas start posting production details as announcements or on website do they continue with that for how long?

I understand it is critical information for shareholders however isn't that what quarterly reports are for?

Do we want daily? Yes, i do but is that creating a rod for their own backs? Do they continue production announcements forever?

What other company posts production rates and data outside of quarterly and annual reports? Yes a catastrophic failure would be deemed an announcement worthy event but i don't think Corporates view success for what they have already stated they will achieve as anything but according to plan so not worthy of an announcement?

They start doing that are they then at risk of being deemed ramping? Lynas do the business and shareholders base decisions on the business being done. I know we don't have total clarity however if we take away the doubt and uncertainty caused by years of delays, we would be pretty comfortable right now that Lynas are about to earn income and we are sitting pretty.

We are, sitting pretty people. Add to that news like Moly and GW in trouble and the RE basket price will start to strengthen also. As the hopefuls start to fall over and Lynas remains standing tall and strong producing, they will be the ones investors flock to for a piece of. Basket price will go back up as the realisation hits that very few will actually reach production stage and the RE space is a more stable segment.

Its all coming together in my opinion and i have stopped watching so closely now.