I find it hard to believe that people still come up with...

I find it hard to believe that people still come up with something that has been banned from the Lynas website for obvious reasons: the "basket price". It might be popular but still is highly misleading because Lynas is not producing the products displayed in the basket of oxides.

Before making any projections, Lynas has to solve not only the construction flaw issue in time but also the preparations for capital raising with the two big creditors and their complex financing facilities. There is absolutely no doubt about the CR issue becoming urgent because every major creditor must become very nervous if commited to a management that does not leave out any mistake in order to cause delays that might ruin the company.

Not sure if EN is to blame for the recent catastrophy, it looks more like NC's style. But I'm sure of one thing: If the above issues are not solved in proper time Lynas is ready for bankruptcy protection within a year.