Anyone notice that on page 13 of LYC presentation under the heading "2014 Forecast Supply Assumptions" they list
China
Mt Weld
Mt Pass
plus others for 12,000 being India and Russia
No mention of ARU.
This is not right, not because of ARU but its not presenting a true picture for LYC shareholders either. In the next slide they talk about demand being 177.2t v's supply 156.2t. A shortfall of 20t..which ARU is hopefully going to fill.
They both presented at this conference, i wonder if anyone from ARU said something ?
latest lyc presentation
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