I don't know - I am just planing for the worst and to a degree, discounting, what management has to say as experience has taught me this is necessary when it comes to Lynas.
I still believe they could potentially have a future, but my faith has been shaken repeatedly over the last 3 years.
I still see some very big risks that I give a lot more credence to now than I might have in the past..
a) plant issues with phase 1
b) more issues in commissioning phase 2
c) COP on phase 1/2 or on a half working phase 1?
d) Chinese/Japanese demand for LRE product ?
e) light RE prices
f) Chinese supply/smuggling supply
g) molycorps effect on LRE space
h) Chinese export tax rate
shorts covering, page-33
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