LYC 1.65% $6.15 lynas rare earths limited

4 million roadblock @ .28, page-17

  1. 10 Posts.
    Jan-
    This is something I have been trying to work out since the announcement. Do you think this means we may not achieve nameplate FOR A QUARTER until the Apr-June quarter, so, theoretically, we could achieve nameplate for the month of February (having missed in January) onward and still miss for the quarter. Or do we read this as the delays continue through this quarter and we may not achieve nameplate rate until some time in the next quarter, meaning we may not see full nameplate capacity until June of this year. To me, this ambiguity is unfortunate at this time, given the balance sheet.
 
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