http://www.lynascorp.com/Quarterly%20Reports/2013/Q1%202013%20Quarterly%20Report%20-%20FINAL%201213745.pdf
Tb, Yt, Eu are negative in growth.
And that forecast is assuming...
"Chinese official production remains flat at ~94ktpa to 2020"
and again there is the VAT which may be removed.
talk about risks (the political one is minor in comparison, looking back..Anwar made a U turn on his manifesto anyway promising to stop Lynas only if it is not safe.)
lynas announcements? overdue?, page-19
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