rare earth re-cycling starting to get momentum, page-15

Thanks for replies.

So, basically theses 'customer specific' grades are as a result of A) Purity, and B) Mixture.

I fully understand that the process is not easy, particularly on the scale of the Lamp, but what is it that LYC are going to be producing that the other folks can't.

Industrial needs have been met for some many years now, and so one must assume, in the absence of any evidence to the contrary, that Chinese suppliers are well capable of meeting these said specific orders.

Do we know of any more data on the plans to deal with the remaining REE which represent over 25% (by value) if fully separated. Without these additional values LYC will likely run at zero or less profit at 11mt. One assumes that if sold as a mix that others have to separate then the value will be far less than basket prices.

11kt output may be very marginal, IMO