LYC 3.85% $7.02 lynas rare earths limited

bit of rare earth chemistry, page-4

  1. 236 Posts.
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    Thanks guys.
    With plant design there are many process routes that can be taken, some industry accepted, some not yet attempted, many newly discovered breakthroughs but cant meet international requirements; look at supercritical biodiesel production. But within each route an endless choice of unit operations, leading to reagent choice and equipment choice(ie filtration- gravity separation, centrifuge, plate bed filter. With Rhodia onboard, Lynas probs deserves the R&D funding. If Lynas plant can minimise reagent losses via recycles, minimise product losses with high recoveries, plus develop the ~50%+ waste churned out by the plant into saleable(not buryable) road base-sure China will be watching very closely to buy (copy) Lynas and fix up their plants.
    Although slightly delayed with announcement, each Rare earth solvent extraction unit op...is nearly a mini plant in itself and to commission this monster with no hiccups is (near)impossible...Have patience. Rhodia is in a class of its own.

    Just a lil something else. Had a nice yarn last night at an end of project drinks with Project Manager, nice funny Malaysian chap. I thought I'd bring bring up Lynas.
    Me, "Do you think BN will win GE"
    Reply, "It will be marginal"
    Me, "What will happen if they lose. Will there be any risk to Lynas"
    Reply, "It doesnt matter, Opposition can't do anything, plant is already built. BN win or lose, cannot touch the plant". I am unphased as I posted a long time ago on election risk. Sale Price, and Cost of production---->+cash flow---->High SP. Always funny when people buy, when it doesnt sound cheap.

 
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