Sigh. Jan, LAMP is not ramped up to nameplate. Sorry. That's the fact.
Read ausheds signature. The separation and finishing are the tricky bits. But Lynas don't even want to run them at nameplate yet because they don't have the demand. 70% of nameplate is 630 tonnes per month. It would be so simple for Lynas to tell us monthly production. Other companies do that in the ramp up phase.
This should be the most exciting phase in Lynas long journey to production, but instead it is just a maze of obfuscation and no news leading to wildly optimistic assumptions.
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