Ann: Change in substantial holding, page-45

Thanks for link. I never saw your reply. So my numbers are laughable! I used Au 2.64 for the LA and CE. Now todays price for 99.x% La and CE is about 14.5 RMB per gram which is US $1.75 KG = AU $ 2.10 KG without VAT. Now could you explain your statement of “What about value of high grade La and Ce products the company has developed and now selling? “ Now why do you think Lynas’s high grade carbonate will sell for more than my AU 2.56 when 99% Oxide is selling for AU 2.10 today. I would really like to see those numbers.

Sales up 10% Maybe it all depends on what you think contract delay is. If you think it is 90 days or less then I do not see how that can happen. More then 120 days and maybe. I have been graphing prices for some time and have Lynas’s Average sales price on same graph. I think delay is between 120 days and 150 so maybe. Trouble is they Keep changing ratio between NDPR and La & Ce which really makes guessing inaccurate

As far as SEG goes I THINK Price is between $20 and $50 I believe volume of SEG is consistent though AL has said she will not sell below $15.00 which it was a year ago. So SEG is 5% of 6Kt /Q put through crack and leaching or 300 KG times $30 is $1M/ Q not a big impact. Every penny helps, you can worry about it if you want but at 1% of sales I chose to ignore it as a major factor Absolutely include $1M but if it is 800 K of 1.2 M who cares. So why is important to you?

So I think your guess on sales is very good how about ash flow and earnings. If both positive the stock goes up both negative stock goes down. Now when cash flow comes out next Tuesday we all have 3 weeks to guess at profits. My guess if Cash flow is more negative than lass Q which I think it will be then that is 2 Qs of increasing negative cash flow stock will drop.

Cash 30 June 63,9
Cash 30 Sept 58.4 minus 5.5
Cash 30 Dec ??????

Now this is just experience whenever stock drops the week before announcement something has leaked.

Not saying anything has leaked just Usually stock goes up on leacked good news and down on fact. Down on leacked bad news and down more on fact. There are always exceptions.

i do not know I just go with averages.