LYC 4.14% $7.04 lynas rare earths limited

hq gee up, page-24

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    Yes but I said based on the last 1/4 numbers, not the guidance :-)

    Last 1/4 are 'hard' (ish) numbers - guidance from LYC is a pinch of salt to say the least - great intentions, but delivery often falls short.

    The report should enlighten us a little with regard to COP ASP etc. But I suspect they will be clouded in such a way that HC will be awash with different views, yet again.

    IMO as has been discussed by some of us for some time now it's looking like July to get a handle of how they are going.
 
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