Plus 10% for logistics. No probs we are going second hand donga's from defunct nickel projects.
Gas supply! To be or not to be?
Above have lapsed along with additional 15 million from gov support.
Investors must have a very sore arse - given they've been sitting on their hands for 18 months.
Glass half full remains - they'll get there but how and when? What's Gina who is briefed weekly think of a JV? Is she up for it in any form - participant - wouldn't she love that opportunity? Home grown - with all that Gov support.
Lynas is US fast track way to secure supply now and in the future. 600 million - was 300 - can have a plant operational in Texas withing 2.5 years - capacity available from LAMP now. ARU are a longer term supply prospect but a very important one none the less.
More twists and turns than a Moto GP track - just when finish line in sight ...... we'll get the podium - when?
ARU Price at posting:
20.3¢ Sentiment: None Disclosure: Held
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