sources:2 more hurdles, eoy & wave of protests, page-31

To answer the Q regards norm products into Aus, this was posted on 28th March 2012.

http://hotcopper.com.au/post_threadview.asp?fid=1&tid=1705101&msgno=7921301#7921301
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norm recycled products are permitted into aust

Norm recycled products are permitted into Australia according to ARPANSA(Australian Radiation Protection and Nuclear Safety Agency).

'Naturally-Occurring Radioactive Material (NORM) in Australia: Issues for Discussion prepared by the Radiation Health & Safety Advisory Council for the CEO of ARPANSA Final version 17 August 2005'

Quote page 13
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NORM IN COMMODITIES

NORM occurs in a range of commodities derived from natural materials. These include granite and basalt, which are widely used as building materials, plasterboard or soil conditioner containing phosphogypsum, thoriated gas mantles, thoriated tungsten welding rods, luminous paint on clocks and dials, static eliminators, refractory bricks, ceramics, sandblasting grit, magnesium-thorium alloy (used in the aircraft industry), uranium glass, depleted uranium in armour-piercing ammunition, uranium ballast in aircraft and yachts, and titanium dioxide pigment.

Commodities containing NORM are in some instances imported into Australia. For example, phosphogypsum is imported from China and Indonesia for use in plasterboard.
http://www.arpansa.gov.au/pubs/norm/rhsac_disc.pdf
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Now, if the NORM recycled products are profitable coming from China and Indonesia, surely it would/should be economically viable for Lynas too! I'll take break even :)

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* Note also that th letter of undertaking was submitted a while ago and accepted by Mosti and PSC thus 'green light' for TOL.