Ann: December Quarterly Activities Report, page-19

Pretty disappointing stuff all round.

They continue to miss guidance, but after 6 years of holding shares, i shouldn't be surprised. Couldn't organise a pissup in a pub these blokes.

I imagine we'll keep on kicking, push through to another quarter where we almost hit a number we said we would 6 months ago. We are no doubt inviting a cheap takeover bid with this performance. Albemarle must be sitting back having a good laugh. The Japanese would be furious. I hear even the Chinese are running around the US (they are still allowed in the US ) bagging out ORE about poor quality product and failure to hit guidance.

With that said, i doubt we trade down to the $3's @greyhounder . The long term value of this asset is staggering.