Well well well .. the unthinkable has happened , best case scenario is panning out .. Lynas are going to have LAMP & KAL supplying the ROW (ex china) with as much rare earths as they can handle .. NO analysts models have priced in LAMP continuing to process concentrates past 2023 .. We are effectively now potentially doubling our revenue assuming we can get customers to buy everything we can deliver ..
This is an absolutely monstrous result and will be reflected in the next few days stock price ..
I feel like i need to FOMO in tomorrow ..
p.s. we also will have a 3rd processing plant in Texas too .. I can't believe we will effectively have 3 LAMP's in a few yrs, and i remember just a few yrs ago AL was talking about the world demand wanting a new LAMP ever few yrs .. Little did i know they were ALL going to come from Lynas in the matter in such a short time frame !!!
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Well well well .. the unthinkable has happened , best case...
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