where are > 15,000 tons concentrated ore?

i think we all agree the lamp NEED ore, right?

LAST year lynas announced that they imported ~5,000 t ore to produce ~ 2,000 t ree. so far so good

AND they also announced in jan. 2013...

"The first parcel of concentrate was shipped to Kuantan,
Malaysia from Fremantle Port during November 2012. At the end of the quarter, 15,200 dry tonnes of concentrate containing 5,410 tonnes of REO were bagged ready for export"

http://www.lynascorp.com/Quarterly%20Reports/2012/Q4%202012%20Quarterly%20Report%20-%20FINAL%20-%2031.1.13%201190446.pdf

and 3 month later they announced almost the same...

"As at 31 March, 15,593 dry tonnes of concentrate containing 5,540 tonnes REO were bagged ready for export."

http://www.lynascorp.com/Quarterly%20Reports/2013/Q1%202013%20Quarterly%20Report%20-%20FINAL%201213745.pdf

strange, isnt it?

guess what could we read in the next quartely report?!

maybe this: "~ 15,000 dry tonnes of concentrate containing 5,500 tonnes REO were bagged ready for export." AGAIN?

I asked Lynas last week... where are these 15,000 t ore now? in Australia or in Malaysia... and they didnt answer this extremly easy to answer question!

I believe these 15,000 t ore are still in australia and that means, the lamp is running out of ore and lynas can produce at max 2,000 t ree... and that means the next quartely report can be a desaster for the ordinary shareholder and the next CR could be around the next corner.