I will wait till after the report to make sure there aren't any nasties. Long term Lynas is a winner in my opinion, but not so sure this report will be so glowing. With production restricted revenue may be down a bit.
Also, do any of the bean counters have any feelings about them writing down some asset values due to the winding down of Malaysian C & L over the coming years, or has this already occurred?
Am also keen to see if Amanda is still comfortable to finance PDF and future expansion without a CR.
Keen to re-invest, but bidding my time.
I will wait till after the report to make sure there aren't...
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