Yes, Lynas is higher grade, processing much less ore than Moly to recover the same amount tpa.
Lynas’ advantage is via the end user market, where it is extremely specialized. Lynas is specific to customer needs. Customer needs may change but Lynas’s strategy is to maintains a close relationship with large companies to address changes in demand for certain product and/ or amount of product within certain time frames. Lynas is leader in changing the way the REE industry conducts business. A positive change no doubt.
ree leaders index, page-7
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