lynas cashflow neutral and growing!!, page-182

IMO, there are now two critical elements to LYC SP:
(a) becomming cashflow positive
(b) Short covering

IMO, both will happen simultaneously.

The behaviour of the shorters seems to indicate that they have more and better
info than the average retail punter but once the tide turns ( cashflow positive
and shorters covering enmasse) then we'll likely see, IMO, the share price take
the elevator.

During the ramp-up stage the COP will obviously be higher than when
production stabilises at 22K ton.

Traders will come and go, shorters will come and go but I believe that
long term investors will be rewarded once the plant reaches 22K/P/A
and the HREE research in Tassie indicates that the next phase of development is
feasable.

Warren Buffett's investment window is usually 10 years + and for value investors
in LYC our window, IMO, should be at least 5 years going forward.

Since the LYC basket dropped below $40 the downrampers and shorters
seem to have been right but now that the basket price has bottomed-out
and started to uptrend and the WTO case is essentially out of the way, we should
see further gradual improvement of the basket and share price, IMO, and a gradual progress towards the 22k P/A nameplate capacity

As volume increases, so will the COP decrease resulting in accelerated
profit (all IMO, of course)

Cheers and the best of luck to all long term holders.
Moorookamick