"when they have started that contracts have been written up for all of 11kt??"
They have not stated that at all, have they? Where?
What they HAVE stated, as far as I can see, is that "Lynas expects to sell its annual Phase 1 production"
(P19 - their Investor Presentation this morning)
Just like I expect to be retired and sailing my yacht out of a mooring in Monte Carlo by the end of this year...
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