praise to our ceo nick curtisfor great success, page-5

Very true morningaussie.
But it goes much further than this IMO. Curtis has been very insistent and patient about building this the right way. He has adjusted but never corner cut. NC stayed focused on making Lynas right and ignored the shareholder horserace and CEO bubble hype.

The Lynas business model was built with the best full suite of resources and the most cost efficient processing. NC appears to be shifting emphasis to Duncan over Malawi as the market has pushed for HREE's. Compare that to Moly claiming HREE's without a drill and you see the strength of the Lynas plan.

And while this board grew impatient with NC on the application, he held his ground and only agreed to the most constructive concessions. The end result is a processing model that is state of the art with costs under control. Yes, he had to accept procurement delays and add funding to get there. But NC improved the funding terms and the persistence should give everyone (even the sour grapes NYT) great confidence that LAMP is built right.

And while the others try to create conglomerates under the guise of "mine to magnet/market" in a business world where most conglomerates are not worth the sum of their parts, NC did better. Knowing this approach can turn a junior into a "Jack of all trades and a master of none", he chose a master partner in Siemens as a JV instead. Add to all of this the best and clearest defined customer contracts in the REE field and you see great business support for Lynas as well.

And it goes still further for Lynas from here. The future growth model is better than ever. Phase 2 is progressing well and metallurgy work is progressing on Duncan (the world's highest ore grade for a true HREE deposit IMO). All of this makes Lynas the most reliable near term cash flow and the best visibility for future accelerating revenue growth.

And finally we are getting a chance to see communication done right as well. Unlike other juniors like GW that claim historicals as mining facts or Moly that has talked itself up to a 30:1 PE with major distance before project completion, NC has held his tongue so far. He has done this the right way. He funded all of this without market hype and can now talk about a built project ready to produce.

No, not everything was perfect along the way. And the faults have been discussed ad nauseum IMO. But the mistakes were minor and have done nothing to tarnish this great story. So I realize this is very bullish and ask for equal time from doubters. Lynas is more than best of breed. It is a true breed apart. It is a green company that can be a monster player in its space. Thanks' for your help Japan. These Aussies built a Godzilla of their own in Lanthanide mining. Big, dominant and green just the way it should be. Good luck to all Lynasheads. And thank you for a great company, Lynas!