Abstracted from the half year report December 2020: Shipping availabilities became more limited around the world, leading to delays in some shipments which in turn delayed some cash collection from revenue generated in the December quarter.
I wonder to which extent this will improve the results of the coming quarter.
Next to this and explicit mentioned in the same half year report, Lynas is making excellent progress towards our objective of selling all production to Rest of World markets. Could this mean that selling to the ROW means US (and maybe Japan) is stockpiling material? As the material is only processed and used for magnets production in China. Just guessing.
Earnings..., page-12
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