LYC 0.15% $6.72 lynas rare earths limited

dr looi on fb malaysia, page-3000

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    i have asked you many times why Covid in Malaysia is so important. No answer yet, AL made clear in Q3 CC that 75% restriction is caused with shipping problems brought on by Covid in other countries disrupting supplies getting to lamp and product leaving plant. You pointed out That Lynas management is totally responsible for 75% limit because of these shipping problems. That it is too expensive to ramp up to 90 or 100% just to have to ramp down to 50% ~ 75 % shortly after. She talks about this extensively at end of Q&A session. I will agree Covid is a mjor problem in many countries. You continually bringing up vaccinations at the plant and low rate of infection rate near plant without a clear tie in to Lynas SP seams unimportant. It is good to know that Covid will probably not become a major problem at the Lamp. You made this point many posts ago. I do thank you for it. Why is remaking it so important to you? How should I change my investing? I did buy stock just 10 days ago. There retuning to 100 % shortly will have major influence on how long I hold. How does your info change when plant will return to 100%? I totally agree that Malaysian Covid is unlikely to slow down the ramp up.
 
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