Great information some of which was little more than some comment at a quarterly previously. NdPr demand 45% up from pre-covid. Fresh carbonatite under the currently mined saprolite is lower grade (previous anns) but may be amenable to simpler, cheaper extraction. From memory that's to do with the bigger grain size. Malaysian upgrade completed and will be able to separate 10.5 ktpa of NdPr by EOY. Add Texas next FY for another 1.3ktpa NdPr and 2.5+ktpa of separated HRE. So Mt Weld will be running at near capacity of 12ktpa NdPr concentrate. Seems there'll be some spare capacity overall in C&L. Kal can produce 9ktpa of NdPr leached rather than the originally planned 7ktpa. Plus the LAMP furnaces of course.
LYC Price at posting:
$5.69 Sentiment: Hold Disclosure: Held
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