LYC lynas rare earths limited

Deciphering Lynas, page-1100

  1. 8,359 Posts.
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    I totally understand why Kalgoorlie was very important to Lynas. MAL changed license for the next 2 years for lamp. Now Lamp can take out put directly from MW or KAL. I agree KAL is important long term. For the Next two years do we realy care about month to month variations in KAl, or even total production. If Lamp has another water problem then KAL is important because C&L uses more water than any of the other process. I am not trying to say KAL is not important long term it is. Just saying it is no longer critical. Day to day problems will not affect Lynas's bottom line for a couple of years.
 
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