eric noyrez, ceo interview, page-18

The_Dread_Pirate_Roberts,
Very interesting .
"Another huge advantage Lynas has is that the plant is the Another huge advantage Lynas has is that the plant is the most efficient and automated in the world. in the world."

We are yet to see " the efficient and automated " ,but we continue to believe that this MAY be so .

"China's big advantage is labor cost" Really? How much of this contributes to the cost price.

I would have thought it is more the lack of stringent regulations in china , absence of SMSL that makes the difference .
Could it be that LYNAS set a high standard to refine the product that lead to complications in the mechanism of LAMP ?
Maybe in China they cut corners re producing the end product.

What ever it is ,it does not explain why the SP of MOST other REE seemed to have found a bottom while LYC still going down.

Andrew Forrest Of FMG was concerned when sp was going down because it was being controlled by an institution.He investigated and did his best to halt it and to reassure the shareholders.


What is Lynas Management doing ,other than telling us that Lamp is ramping up slowly .

Merry Christmas on the 25th of December.