LYC 4.45% $7.28 lynas rare earths limited

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    As I saidwith all the turmoil in last 4 Qs Water, License NEXT implementation. it has been hard to know what the steady state COGS is. ActuallyI am far more interested in the breakeven point which COGs is the biggest componentbut not the only one. I will state again because you apparently didnot understand what I was saying. (probably my grammar) Q3 will bethe first Q since Q2 2018 wh3n we will have a clear idea of COGs and break even point. It will take Q4 and AR to refine this further. Why you don’t think I track COGS is kind of strange. What do you think the Steady state COGs and breakeven point is for the Next few Qs. Since you track it so much better than me you surly must have a good idea.

 
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