lynas pink sheets, page-5

Good Morning Arafura,

What happened to all your optimism?

Your post a few weeks back,

"Hey guys and greetings from germany!

Basket price is now around 144 US/kg (as i said, i expect basket prices higher than 300 US/kg).

22,000t * (144-10)*1000 = 3,000 Million US$/year!!!!!!

PE of 10 (sometime a PE of 15 wont me suprise) we have
30,000 Million US$ for 1,700 Million shares at 2.30 AUD.

This leads to a shareprice of 17,70 AUD!!!!!!!!!!!!!!!!!!

JPMorgan still values Lynas at basketprices of 35 US$/kg!!!!

This is not adequately! When jYPMorgan rates lynas at 2.70 AUD
with basket 35US$, than 144US$/kg means in the sense of JPMorgan: 11,10 AUD/share

So if JPMorgan rates 11,10 at 144US$/kg and me rates 17,70 AUD/share at 144US$/kg the trues must lay above 10US ;-)

So lets start the 10 AUD club!"