LYC 2.66% $7.15 lynas rare earths limited

rubber is on the road, page-72

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    'my conclusion is that Lynas is assuming SHs are sophisticated enough to realise that ASIC requirements are that IF there was any information that previous Company statements about production for the June quarter might not be achieved, this would have to be revealed. But clearly many HC posters don't appreciate this point.'

    I'm not sure about this. Company does not have to produce an ANN for a missed estimate. If there is a material aspect then they should notify if they think the news would move the SP substantially. Very subjective and difficult to prove.
 
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