Lynas Debt Free 2018, page-48

My first shares were bought 2011 and i've hold them all the way down. So i'm a little careful if all are soooo positive. Your link to ausheds post: thank you... very good information.

But demand and mega trends for EV and GREEN ENERGY didn't start a few months ago. They are growing constantly since 2-3 years - all everybody knowns REO prices 2015-2016. But now since the REO prices jump up everybody brings pdf, links etc. with EV up. They exists already 2-3 years ago... Why drop CAGR from 16% to 11%?

I think the only reason why REO prices increased are: Chinese allowed it and want it. What they want by end of year? Or 2018-2020? I don't know. But why will they allow a nearly -10% decrease of NdPr prices this month if everything is so positive?

I hoped that we reached 600RMB/kg NdPr end of the year but know don't beleave it anymore. I'm already lucky if we didn't break the 400RMB limit. For me these are no signs of massive EV and GREEN ENERGY impact on REO prices.

But we'll see... i'll hold and hope that at the end of the day i'm wrong.