LYC 1.14% $6.22 lynas rare earths limited

a technical question, page-11

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    It may do either Ausheds.

    It is possible to hold the development of Duncan until Mt Weld is done with.

    It is also possible to run both concurrently. It would not be a challenge to expand the LAMP to cater for the Duncan con assuming the physical space exists. Once the Duncan con becomes available we would have to assume that operating the LAMP is reasonably well understood and it becomes pretty easy to add supplementary feed to the existing SX once/when the capacity exists.

    It would also be possible to feed straight Duncan material in after cracking/leaching to allow for major maintenance tasks in those areas that would entail shutting the whole LAMP down ( due to lack of downstream solution once crack/leach runs out ).

    There are many possibilities but I would assume they would get some cash in the bank before casting their eye at Duncan in a more serious manner. Letting a few competitors fail in that time wouldn't necessarily hurt either, and many will.
 
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