Thnx Goofy, had forgotten about him, bit of a French mafia,...

Thnx Goofy, had forgotten about him, bit of a French mafia, lol.

Rereading his CV links straight to Moly magnets QR2 preso: "Rebound in Europe for factory automation and semiconductors" as one of the forward indicators, plus Con K. from the transcript: "we also saw a rebound in the automotive market in Europe and in factory automation orders for the semiconductor industry. These trends contributed to our growth in the quarter, and they have continued into the third quarter, as well."

While Moly sunk $1.5B capital buying a relatively narrow group of "inhouse" customers (requiring its own IRR) Lynas has invested in the right people, specialists in the MSC, that can leverage regular, quality, TfS certified & engineered RE to maximum advantage across a broad customer base. Ultimately Lynas can pick & choose the customer relationships where they can add the greatest value thru engineering RE product, with little constraint downstream.

Not going to do anything to the SP today, or next month etc, but the business plan will be valued at some point in the next year or so. I can wait.