Great thnx Boris, was hoping someone with some working knowledge would pick this up. So if I can just take that a bit further would be good to get your thoughts on the following:
Metallurgy for Duncan Churchite should be relatively straight forward?
Duncan feed could be added as either a blend with CLD or as a single feed, and to either S1 or S2 circuits? OR BOTH!
If those assumptions are correction Lynas could run the LAMP on 100% Duncan feed which has approx 28% higher basket. Maybe I'm stretching but potentially the already conservative analyst's earnings forecasts could be increased by the same amount. The Duncan update confirms that it is a significant resource with the full suite of REO so would meet all customer needs. Any reason it wouldn't be mined first to take advantage of high CREO prices thru 2015?
Also from what your saying there could be potential delays in S2 construction for re-engineering.
it's happening...., page-14
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