i can not disagree with you on the statement of "Lynas is in the Dump phase" Dump and pump are always easy to spot after they happen. What is important is where is it in the Dump phase? Beginning middle or End. You can not understand which phase without a good understanding of core value. What will trigger a change to another phase. I really thought FY 2026 would Be the year it got out. The recent planning failure for power problems at KAL and the mistake they made shutting down all 4 Kilns at Lamp makes me think they are still a long ways from effective management. Still have hope this will be a turnaround year and I will buy but it is fading.
AL at a Diggers and Dealers meting about 10 years ago announced that Kilns were unreliable but their policy of keeping two in operation one in warm standby. and one being in refurb was working great for 6 to 7 KGPA of NdPr. Why with the problems since KAL from day one. did they change ?
i can not disagree with you on the statement of "Lynas is in the...
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