Lynas in Australia - CMFO link et al., page-8

I suppose if the New Lynas would have one kiln twice as large as the two at the LAMP combined and in the next four years, that would be fine by me.

I wonder under that scenario if they wouldn't begin to process lower grade ore or a less-refined concentrate.

It's kind of interesting to imagine how well they would have fared had Nd pricing held up or moved up in the past few years, but this second facility will be built i believe with alacrity and they will be able to leverage what they've learned through NEXT etc to create what I think will be a grearly improved operation and in time to grow market with long term demand.

I do not think they would have moved so strongly back to Australia if they did not have clear vision of successful wealth-generating operations there. May well have had plans already drawn up.

Regardless, auspicious times, imo. Confluence of derisking and growth-promoting both by prominent public announcements.

Possibly even Trump visits Blue Line!

Bought quit a bit post spike in the 2.3x range. Expecting buy-side volume to start moving up next few weeks.

GLTAH