News: LYC China cutting rare earth output, unnerving global manufacturers, page-36

Thanks for compliment.   Wish I had sold near top but   I sold my US shares end of May.  Posted I was thinking of it and after that I did it. (yes I still hold but very few shares just left overs from  partial sales)    AU prices were about 2.30 then and went higher after I sold.       I will be first to agree I am opinionated.   But I don't change facts.  Say when I am wrong and  give reasons for both.   As far as Q1 results I was just able to listen to CC.   I have not posted anything on the Q1 results.   I was actually a little high on my revenue predation.   All those post of  $120M where way over.   At first glance I was way off on ASP and Cash flow.  But I think careful examination shows why and while this looks real good it will not hold.   I heard a few things a few things in CC that bother me.  I need to go back and listen to Q4 and AR CCs before I comment.     Sorry this is taking so long but we have a Nor’Easter hitting tomorrow.  Had to get boat out of water yesterday and clean up my yard today.