Deciphering Lynas, page-969

I think he was trying to say that AL has staid beyond her usefulness. She was great at keeping them out of bankruptcy almost a decade ago since then she has not groomed herself or herself to handle a company of this size. The fact that one person does marketing, Enginering Manufacturing and sales says a lot. She way over promises on results and appears to have a poor sense of reality. Spends more time coming up with excuses because they will not deliver. The worse one was a few CCs ago. It was near the end of call and in response she said she was busy preparing her daughters wedding which would be the Wedding on the century.

Sorry when company is in trouble we do not need to know about this. Maybe she sold1,000,000 shares of stock a few weeks ago diluting all of us a tinny bit to pay for it,
i have absolutly no fear of negative comments let them come.

i agree with your sentiment on AL what i do not understand why you are not selling the rest of your stock. With REE prices way down. the plant shut down for half of Q2 and maybe some of Q3. Hard to know about this AL has been very vague about something important to Stock holders. I take her selling of stock as a sign there is more bad to come. Why are you still holding? I do not care if you hold or not but I do wounder when people seem to have a clear view of what is happening they continue to do things opposite of their view. Usually it is misplaced loyalty of FOMO

I would do nothing. Would still wait for the same two primary things and some other minor ones. First there has to be indication that REE prices are going to break out of the 450 RMB WV / KG to 550. I pointed this range out in June and except for a brief period below 450 it has not been out of this range, Secound i want to see some indication from Lynas of increase production. This would take one of the following happening. Sorry I have been hearing higher production being just a few Qs away for a dozen years starting with NC, it has never happened under either NC or AL. Being above NEXT for 3 straight months would be great. Or maybe one Q ABOVE 2000 with a good explanation of what changed in CC. Not just a bunch of patting on each others backs. This is what we got in Q4 when they went above NEXT for first time was back patting then a rapid decline to 1526T in Q1. Especially since AL 10.50 ton statement was in response was in the QA section not preplanned I doubt it will happen. It is like 2 years ago in AGM when she answered a question and said all projects were in budget and on time. In less than 3 months a major slip in Texas occurred and need for more money in KAL was announced. I do not know if she was totally unaware or realy thought any lie was OK if it got her out of a tight situation.

If it was just stage fright problems I would be very happy with her. It is being detached from truth. Failure to fix major problems in her management team. She does not need to know everything but she has to plug the week spots.

How does any of this help Lynas with it's problems? In fact this constant putting her hand out for government funds is exactly what is causing Texas to slip at least 4 probably more years. JMO 3 more years of production would have done a lot more for bottom line than the USG funds.

MP started there plans for their Texas Metal and magnet facility 2.5 years after Lynas. When USG offered funds they said no thankyou after looking at it. There building is up the labs are built and there are 60 fulltime employes in the building. Equipment for factory is being delivered and they hope to be in production with metals and magnets by end of 2024 will it happen who knows but I am sure this facility will be running long before Lynas in Texas