LYC 0.00% $6.17 lynas rare earths limited

quarterly, page-23

  1. 10 Posts.
    I don't want to see fluffy presentations. I want to see clear, unambiguous information that will allow me to draw my own conclusions.

    For example, I'd like to see a clearer prediction of when nameplate will be reached. I don't care which quarter will see it. I care which month (week would be better) we will see it.

    For example, when guidance came out in early Jan, when they knew there were additional problems in achieving nameplate for January, why didn't they say so then?

    For example, when they are finished 'negotiating' with so many world leaders in the use of RE's, and they turn these negotiations into sales, why can't they announce it?

    FWIW, I read this latest release positive in the sense that they have lowered the bar so far in terms of future expectations (until June), that it seems inconceivable that they could again miss their target. We will see though.

 
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