LYC 0.45% $6.77 lynas rare earths limited

four statements made by the ceo and c/man lyc, page-47

  1. 22,854 Posts.
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    The ann said that production had been indirectly impacted due to flooding
    in Dec so we cannot use December's actual production to project on to January.

    We have the two statements ( see post #10053782) which points to March
    qtr producing 2750 ton or nameplate of Ph 1.

    Whether that is achieved by Ph 1 alone or mostly Ph 1 supplemented by Ph 2; who cares?

    IMO, the forward estimate is likely to be conservative because of problems in the past. Again, IMO, we will likely get more Ph2 product than we expect.

    Cheers
    Moorookamick
 
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