LYC 2.86% $6.11 lynas rare earths limited

"Some of the assets will be commissioned as early as February...

  1. 445 Posts.
    "Some of the assets will be commissioned as early as February 2013, allowing production of some specific products tailored for customers."

    Hi Ausheds, just hoping to tap a little into your research & analysis. Whilst the Roskill presentation (p15) on 14 Nov indicated that the planned range of RE products for both LAMP1 & 2 are very similar, but based on NC's report today, do you get a sense that achieving max production capacity at L1 is rather a given and progressing L2 has become urgent? The phrase "specific products tailored..." is intriguing. Just wondering if it's Rhodia or Siemens that's keen. Maybe both? And wanting Pr, Nd and SEG? Cheers.
 
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