FWIW I thought the presentation today was first class, even better than usual.
The explanation and photos of the expansion and upgrading in all three locations, but especially at Mt Weld, reinforced my long-held view that the Lynas IP is now so far ahead of the world outside China that the wannabes are all facing decades and many billions to catch up. And all funded effectively by us SHs. I think Amanda made the point that our profitability is probably exceeding some China plants at current prices.
Moreover, it now appears that MW has even greater reserves yet to be delineated - for the next century!
FWIW I thought the presentation today was first class, even...
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