If it is easy to add SX lines as you say then you are correct. i do not think history supports your conclusions. Lets look at Calander year 2019 which was a year after Next was complete and ended right before any restrictions for Covid.
Q3 FY 19 1591 T NDPR
Q4 FY19 1505 T
Q1 FY 20 1242 T
Q2 FY20 1270 T
Total 5608 KT This did not even make Pre Next rate of 6KT
They have never made pre-next rates for a year. Yes they have made it for a few Quarters but never 4 in a row.
Now 5608 is only 58% of next rate of 7200. If this is all they could produce a year after next was completed and before any covid impact I would like some more detail on why you think it is so easy. For record there were Quality problems with Pr O for first 3 months of 2018 Pr O is very small volume So I do not think this this is relevant to my saying a year after NEXT
Ann: Lynas Rare Earths - CLSA Investor Day Presentation, page-35
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