This time very different. With China itself stressed over their own future supply needs as consumption rockets.
Still I do expect a pull back here and there but nothing of large significance.
What a position to be in. Just be patient and so much to look forward to with so much going on just within the company - let alone externally. Quarterly and next half yearly will be off the map and SP will reflect that regardless of other market pull backs - we find ourselves knowingly in the right position at right time - right product at right time for many years ahead as the row scrambles for years trying to catch up - we just watch the profits soar and continued enquiries/opportunities arrive. This has only just begun to swing long term favorably (last 9 months) in Lynas favor and little to see what will slow that growth.
By the time Kal is operational - Malaysia is running at 85% possibly - U.S. is operational - the row will only just be scratching the ground and trying to solve chemical processing/separation science.
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