LYC 0.66% $6.06 lynas rare earths limited

eric noyrez, ceo interview, page-11

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    Thanks for the post OMG.
    I am extremely encouraged by the communications in this interview. The full 11,000 t production of phase 1 is contractually committed to customers. We have to assume the contracted prices are at a level that allows Lynas a commercial margin over cost, otherwise why would they have entered into these contracts?
    I believe Eric has achieved all he stated he would since coming in as CEO, and I look forward to LYC becoming one of the ASX stars of 2014. I am happily increasing my LYC holdings at these levels to average down overall cost.
 
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