Ann: Date of Quarterly Report and Briefing, page-4

I too am waiting. Most of what I am waiting for could be good or bad depending on what the info is. I always have a clear idea of what I consider good or bad new and why I picked those goals. If you do not you are likely to be swayed by talk and not examine the data close enough.

1. Lamp reopening. still no announcement of when. If it is soon, a week, that is good. Longer than that or no clear answer and it will impact Q4 and AR and that is bad.
2. Total revenue less than 80 million that is bad 80 to 100 Million that is bad but tolerable. Over 100 is good. We will have to wait for AR to know how much production was and how much was inventory.
3. NdPr production. Q4 Production was 1864 T times 7/13 is 1003 tons. Q4 was the first time ever that they made NEXT volumes for a whole Q. Q1 was less 1526 T times 7/13 = 821 T. hopefully they pushed to build supply and are above NEXT rates and finally showering what lamp can make. Above NEXT Say 1100 T it is good news. Anything below 950 T is bad news.
4. AL presentation. I will listen carefully to it especially for updates on Lamp. The most important will be Q&A . How well does she answer the harder questions. does she answer them directly or does she stutter then give an answer that does not realy cover the Question. She is a great speaker when news is good. She falls apart quickly when the news is bad.

Notice I did not say anything about KAL. Its COP will be much higher than lamp. With latest changes from MAL they do not need out put for a couple of years. So they do not need it's output and every ton it produces raises COP. So, I do not realy care what its output is. If they decide to run it at bare minimum for a while that would be important because it would be an acknowledgement of how badly it was managed.