Yes, it’s all indeed looking good now for the next 12 months, but my VLT friends and I are wondering where the promised increased NdPr output for 2025 is going to come from. The current capacity at LAMP and Kal won’t do it, but I’m sure the Board has a plan….
Convert the now superseded LAMP sections to more downstream processing capacity, or build it in Texas?
And good to know all that cash is now earning better interest while the further expansion plans are being firmed up!
Ann: Malaysian Operating Licence Update, page-36
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