Ann: Lynas Selected for Phase 1 of US HRE Separation Facility, page-78

Excellent note, particularly comments mkt awareness, however Daniel still misses the strategic value of BLJV HRE which is only a relatively small brick in the wall.

Thinking the award of the US +5000tpa LRE tender will have to prompt Lynas to come clean on the bigger strategy, Kal primary SX to service US processing, Kal capacity to service LAMP + BLJV, and of course the various levels of funding required, which is highly likely to have components from three sovereigns.

Very confident there is a GREAT deal to look forward to here, and the reveal to mkt now only a month or so away. Bear in mind that's just me joining dots, but have gone to some effort to accumulate & verify those dots, very happy to punt the linkage.