Ann: Share Price Update, page-94

If you want to discuss the risks to Lynas associated with "China policy", I'm up for it. One of us - you, preferably - should start a separate thread, however.

I suspect you just want to bash me for thinking storage-related risks are more important. I'm not going to waste the group's time arguing something so silly as whose is bigger. The entire drop from $2.9x is due to the election of a group who takes exception to Lynas's storage issues. So to put it at your level: Right now, mine's a lot bigger, so put your hard-on for me away.

Lynas can't control the price of rice in China, but they can keep investors informed on Plans A and B for material storage. No news is not good news.

Because I remain hopeful that Plan A Condisoil will go through, I'm wondering why we haven't heard anything about it's execution.

Because I don't like companies I invest in to put all their eggs in one basket, I wondering why we haven't heard anything about a Plan B.

And because any plan is going to require time to get going, possibly additional government involvement, possibly capex, possibly lots of time, then I'm wondering why we shouldn't expect some reassurance that onsite storage capacity is not a problem, especially as we are approaching the pre-planned 5-10 year capacity.

I'm a reasonable guy asking for reasonable disclosure.