as AL said, if we have enough customer demand to meet the 100% output rate THEN we should be outputting 100%..
Logistic issues around supply of feed from MtW to LAMP is a problem that AL and team are paid to solve, we are heading into our 3rd quarter of excuses of capping at 75% whilst our competitors are doubling their output !!
From a covid safety perspective, there should be no reason we are unsafe delivering 100% vs 75% unless Lynas safety processes are terrible.. Its just more machinery turning on and extra hands that can easily be distanced managed ...
Infuriating that we arn't make record sales !! always an excuse , every quarter!
Ann: Quarterly Activities Report, page-124
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