the malaysian site will be completed on time as they do not suffer the labour constraints we have here
the risk is moving the entire suite of rare earths that they will refine .
their will be more mines opening up over the next few years
with the south african frontier mining being of a similar size and volume producer
it is currently 2 years behind lynas
supply demand issues do favour some of the rare earths that lynas will selling , but not all
ithink it would be best to use a base case of around $12 per
kilo and do your sums from there.
I think Lynas will be on time and are in good position to
sell forward . there will be potential end users watching Lynas,s progress before committing to contracts
this looks a winner but what are the key risks, page-8
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