LYC 0.90% $7.70 lynas rare earths limited

mt weld concentration plant running at 100%, page-22

  1. 23,007 Posts.
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    Hi lambda,
    CEOs will not phone you so you have phone them.
    If you are not a major shareholder then you have to
    use your pr skills to get the CEO's or the Chairmans
    mobile #.
    Also, professional insto mangers maintain confidences
    and they don't jump on a blog site and relay the contents
    of their conversations ( and sometimes with a spin) to all
    and sundry.

    For example, when LYC says that Ph 1 is sold, an astute
    insto manager may ask when are payments due, in what amounts
    and how much on the spot market vs how much on contract blended to endusers
    requirements. This is simply qualifying the blanket statement that all Ph1
    production is sold.

    Furthermore, it would also be relevant if all Ph 1 production was sold wholesale to Soljitz or picemeal to end users.

    All this info can position a major investor to tighten up their fundamental
    analysis without the company giving specific figures and give them a good handle on cashflow to guesstimate whether a loan or a CR is necessary.

    This kind of general info gathering together with snouts on the ground positions
    the instos with better info than what whinging retail shareholders have.

    I wouldn't recommend it, but a Machievellian insto might donate money
    to SMSL in exchange for info on goods and personnel movement at the LAMP.

    So in summary, there is little sense in whinging about the lack of info when
    the plaintiffs do little to help themselves.

    Cheers
    Moorookamick
 
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