confidence shown at agm - calling your enemy, page-12

Owell,

Yes mate same here. I was there. And I asked a question or two also.

In addition, I just listened to the audio of question time and now I remember you. Your concern per your post here and then referencing what was obviously your question to NC is a dead give away. You were a bit abrupt with NC and its easy to see why he was short with you.

But that's neither here nor there.

I will say, mate you coulda worn a suit and tie.

I had a good chat with NC and Eric etc, and I am to be honest quite pleased with the state of play.

Once again, I've passed 12 months as a shareholder across all my holdings and my immediate family. Im not a trader, so to me now or Feb doesn't make a difference.

You seemed to be stuck on the concept of by December 31 and then "through quarter 1 2014".

I can see your viewpoint that this seems to suggest they are NOT QUITE there, but I am firmly of the view they are erring on the side of caution given some of the guarded responses to the more honest/reasonable shareholder questions. (putting aside the ridiulous and far too numberous anti-lynas questions) and that idiot in the second row (stocky fellow with an indian accent) with the shaven bald head who kept interupting and subsequently compared Lynas sales being less sales revenue that and I am quoting "a brothel".

YOu need to look at the big picture, all the comments both writen and verbal.

The word "imminent" was used by Nick. As has been mentioned ad nauseum (water under the bridge) you can take NC comment with a grain of salt if you wish, but I doubt this time the word "imminent" is off the cuff. Its right there plain as day in his report. Imminent connotes only one thing.

How many different ways do you want to hear NC, Eric and his team tell you all that they will sell 11kt?

I can tell you in my opinion, I chatted with 4-5 of the team, and NC isn't the one to talk to for interesting little gems of information.

Problem is Orwell, and I think you would agree wtih this, you are talking about "this stock" and the shareprice etc. I am talking about this business called Lynas in which I am a part owner. Together with myself, my family and associated a big fat part at that.

PS - I am not saying I blame you for your disposition. Once bitten twice shy.

PS - what about that silly question from that woman about 363 employees and that Lynas lied because they said it would be 1700 people.

Ungrateful lot. Those hypocrites are on the share register too. Save Malaysia indeed.