Lynas with Eric as CEO are, IMO, is a better direct source of...

Lynas with Eric as CEO are, IMO, is a better direct source of supply than a chain
of middlemen ex China and, in addition, with the LAMP being the state of the art
chemical factory, conformity of production (COP) will likely be away ahead
of antiquated Chinese outfits. Furthermore , corporations such as Siemens, BASF,
Toyota etc are unlikely to share technical product information with China given China's record of stealing western technology and using it against the west commercially and industrially.

COP and "just in time" supply are value added qualities that LYC can assure
new customers and Eric can bridge the language/ cultural barriers particuluarly
in dealing with European customers, that necessitate middlemen in dealing with China.

The Chinese/Japanese Island/trade dispute has made Japanese and western
companies aware that the Chinese Communist's preferred weapon to resolve
political or economic dispute is trade embargoes which could ruin a non-Chinese
corporation which depends on Chinese supply. IMO, western users will now regard Chinese supply as a way of keeping LYC and other western suppliers honest rather than being their primary source of supply. ( Wouldn't you ?)

During the Q/A session , Eric put great emphasis on the close negotiations
between LYC and customer so that the product spec meets the customers'
specific needs. This is difficult to achieve via a chain of middlemen or where there there are problems with COP.

We now have to get GE13 behind us so that LYC can write long term supply
contrcts with customers without cumersome Malaysian soverign risk clauses.
IMO that's why LYC has not yet announced long term contract deals. We are very lucky, IMO, that the GE is being held now and not later.

With best regards
Moorookamick