LYC lynas rare earths limited

why has the price dropped on no news?, page-23

  1. 5,649 Posts.
    lightbulb Created with Sketch. 452
    primaj, good point - I am expecting there would be given the size difference between the ports of singapore and fremantle - assuming they wanted to tranfer the normal amount going forwards.

    However, then again it could indeed be fewer containers in the first batch - in which case noone from SMSL would notice wether a container has ore or other imported stuff (unless they get intel from the port). Given requirements would be less during initial ramp-up that would make sense...

    Doesn't change my timing estimate though.
 
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