Sorry you could not understand why don't you try a simpler version? As far as Inventory turnover it. has nothing to do with it, you think it does pls explain how. Only thing that counts is inventory change. Also please give some foundation for 30 days. AL told us that inventory was about 50T for ND PR they shiped 600 last month. so that is 1/12 of a month so where did your 30 days come from? She also said that it historically has run 7 to 10T NdPr now volumes have been smaller lets say 450 T a month so what does that make it? 1/45 of a month. La and Ce have many months of inventory though most of it is Carbonate not OXIDE. So why don't you tell me what that turnover is. They never say what La and CE are but if you track Q change for last 15Qs or so you will have a very good idea. Before that it was so small it just is not important. . You continually said this Qs revenue would be AUD$120M. I asked for back up, you never gave any. Why don't you tell us what was wrong with your calculations. Or were you hopping we would all forget.
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