worst case scenario ain't that bad, page-3

andyjamesh,

This is exactly the sort of potential that makes this company such a great buy IMO.

You have factored in some moderate conservatism to both costs and sales values, and it still indicates strong future SP growth.

I have kept this in my mind over the last many moons of waiting and decided that (for myself) the key question for the present time regarding whether to buy/hold/sell is: "Will Lynas ever own and operate the LAMP?"

If I had thought the answer was no, I would have sold long ago.

The TOL is obviously a critical step but it is the years to come after we start production that will see earnings from which a true-value SP will be realised.

Then of course we will develop Duncan and it's processing plant. With the projected Supply/Demand forecasts for the HREOs/CREOs, this is the period in which the company will really begin to reach full fruition and those of us who have hung on should be smiling indeed.

Not financial advice.

Cheers,

Freighter