investor call, page-62

Jan,

No, I don’t think you are clueless at all. Never did, never will.

I have read the docs thoroughly. Copied, printed and read again.

I’m talking forward guidance as being hard numbers on production, sales, and expenses in this quarter. Without hard numbers, the rest is only speculation, guess and hope.

For heaven’s sake how long have we been “now complete and undergoing ramp up to TARGETED production capacity.” Those statements have become meaningless.

There were good things in the report, reasons for optimism, and those have been highlighted by several posters. But I have spent going on 3 years of optimism in Lynas and my portfolio reflects that mistake. The last few months I have become more skeptical. Hard numbers cut through the verbal BS and provide clarity.

From my point of view Lynas needs to furnish production numbers anticipated for this qtr. Not furnishing them is the lack of forward guidance I’m talking about.

Yes, there were good things in the report. Lynas success is still possible. But skipping hard production numbers for this quarter is no help in maintaining that conviction. The market will decide if that failure is acceptable.

Don't let me get under your skin Jan, I appreciate your views.