LYC lynas rare earths limited

confidence shown at agm - calling your enemy, page-22

  1. 1,867 Posts.
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    Coppertop, yes you're on to me, I was the good-looking bloke!!!, but I was in a suit.

    The question sounded far more articulate in my head, but that's the one. The very first question of the meeting was from a guy on the right-hand side which was also about volume and Nick's reply spoke to not expanding to 22,000 tonnes so as not to flood the market and similar sentiments. It was the things he said in that reply which led me to seek clarification that the slower ramp-up to 11,000t may partly be a response to sluggish demand and not just tidying up the mechanical fixes.

    Would appreciate a post on relevant bits of the recording of Nicks reply.

    re the look of the board they seemed all pretty relaxed and sure of themselves although I thought Nick had come ready for a difficult meeting and quick to jump on anything out of order.
 
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