Ann: Chairman's Address to AGM , page-37

Well you wouldn't expect NC to talk RE prices down

He didn't disappiont

I know other posters sometimes view me as negative

But whatever you believe about Lynas there is the one thing
Everybody should be worried about and it definately
Isn't SMSL or the freaking TOL

It is the movement and demard in rare earths and their prices

At current levels Lynas will be making money next year
Not huge profits but profits none the less

If Rare earths basket price drops below $40 for Lynas then
Those profits will be eaten away

Demand hasn't grown as was thought it would

Anyhow if you are interested in your investment watch the
RE prices closely


Imoo