Zero, I am can report I attended a high conviction fund presentation in the last 7 days.
The best part of the presentation was their total support of the Lynas business model and very positive statements on their forward projections.
These extremely successful investment managers have been on a very recent trip to China and came home with renewed confidence for rare earths and in particular the future prices of NdPr.
The Malaysian political risk was discussed and this has been factored into their current hold and invest decision. The Malaysian E18 result was unexpected but seen as short term headwinds for a very exciting investment opportunity.
Ridge froming between Green Groups and PKH, page-20
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