I'm sure all well informed readers here are well aware of the multiple constraints on Lynas LAMP preduction making NEXT production impossible.
_ Covid and staff constraints
- Malaysian constraints on throughput
- Supply chain chaos.
They've proven NEXT production rates are available if such constraints are removed.
The addition of extra SX and finishing has been demonstrated in the addition of Nd Pr separation and delivery as separate products.
Can you even see those extra costs for the Nd-Pr separation in the quarterly expenses? If so please point it out.
Seggests a few more SX/finishing lines to accomodate the extra Kal C&L capacity won't be a huge deal.
I'm sure all well informed readers here are well aware of the...
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