He has no direct knowledge of Lynas but has been in "extensive discussions" with them....what was he talking about to them? frootloop.
"I have followed these four companies quite closely. However I don’t have any direct knowledge of Lynas’ operations. I have met with and had extensive discussions with Lynas’ Matthew James and Eric Noyrez on different occasions, and I was very impressed by their respective knowledge."
the rare earth mining sector in 2015 & beyond , page-2
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