it's best to remember

It's best to remember the last announcement regarding the production and sales position. From that announcement;

"In response to this macro environment, Lynas has implemented a program to reduce operating costs and expenditure and is optimising production at the Phase 1 capacity level. Lynas intends to continue operating at this level until higher market prices are reached."

Remember that the plant has reached its nameplate capacity and stage2 is at working point.

Also remember that they have sufficient working capital.

So why the big problem. They WILL make sales. They have shown that they will taper production to align with potential profitable sales and will reduce costs as they plan.

So remember this and don't panic. Lemmings are bad company.