Ann: Lynas Rare Earths Half Year 2023 Presentation, page-22

Very true. But Lynas has problems. To burry that is to lose money. For example MP released last Thursday. price at close before release was 31.58 after two days it was 36.06 Up 15% it is down to 35.15 so far today.

Lynas released Monday morning It closed Friday night.at 8.50 It closed Tuesday at 8.20 down 3.6 % It did go up last night but I want just 2 days for each comparison.

I know what I like. A year ago MP was slipping their schedules. the admitted this and gave a plan to fix it. Now a year later they are close to on schedule. My calls are up 220% right now I have been toying with just taking the stock and not selling them. In fact their Metrics are worse than Lynas. With that in view not a good idea. I trust what they say far more than Lynas. Even if they REE. The most in demand metals and be in position to make magnets in 2024. Lynas hopefully will have started Texas and have KAL done. Total will still be limited by LAMP with no new products.
Total revenue for MP will still be behind Lynas but growing drastically. Today Lynas MC is 7.4B AUD 11 B USD MP is 6,34 USD. However Lynas Pe is 14.4 and MP is 23.6. This makes the decision very hard for either one.

It was a very good reason, I would not use excuse to describe it, I found your use of excuse interesting. In fact individually every reason they have given is reasonable. Al took over in mid 2014 It is the pattern of reasons that is a major problem. I will be happy when they can have 4 back to back Qs at or above the name plate rate of 1500T. Then we can start looking for 4 Qs of NEXT rates T. Then 2025 rates.