company communication, page-6

Drcam, just have a little think for a moment about what you want.

Is it a glossy interpretation of daily or weekly events? By who, plant operators? LAMP Mgrs? COO? CEO? PR Dept? Tea Lady? Do you understand the company has to take responsibility for all communication to SH's? Regardless it need's to go thru the legal Dept.

If they were to waste valuable time on such a futile exercise do you realise that they are currently testing parameters for example? Now I'm only a lay punter but I understand they were using lower grade con to start with, probably various flow rates or whatever, in other words the current data would be meaningless unless it spelt out their whole game plan, and then it would probably only be intelligible to someone like Borisdog.

If they start reporting micro detail they have to report the ups and the downs (or is it just the glossy stuff your after?), for example, today they report they've shipped samples to BASF, the market says great, maybe up a cent or two. Three weeks BASF comes back and says the samples are no way satisfactory, you want that reported also with a 10/15% drop in SP? Maybe it's a simple fix and BASF give the OK three weeks later but I for one could do without the drama and am quite content to wait for solid reports on actual achievement. That's the only kind of data that will underpin the SP.

The type of info your asking for has FAR more potential to add to volatility, a gift to the pump and dump crowd. Do understand the frustration but take some comfort that the info they are providing is solid evidence of achieving, in my mind Lynas has derisked considerably in the past few months and we are just going to have to be patient for the commercial outcome. That's months away irrespective of what the company chose to report, they can only estimate ATM.

As an aside, what ASX company can anyone quote that provides weekly or monthly data on production specs, customer interaction, minor setbacks & successes, lunch menus, etc?