LYC 2.03% $6.74 lynas rare earths limited

a technical question, page-10

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    BD, are you suggesting Duncan feed would replace CLD at the LAMP? That implies both a lack of customers for currently programmed production and the obsolescence of the front end of one module? I guess it's an option if customers don't materialise but I doubt it is a preferred one.

    Or are you suggesting the Duncan chloride feed could be added to planned CLD feed? I wouldn't have thought the existing SX circuits would handle anywhere near that increase in volume.

    Surely a third module or SX circuit would be required? As I imagine the feed would be free of Th/U it would hardly be likely to cause the resurrection of the SMSL twats.

    Pretty sure Jack was always implying REE SX.
 
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