LYC 1.30% $6.25 lynas rare earths limited

Ann: Quarterly Activities Report, page-42

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    "Lynas’ engagement with a number of end users intensified in this quarter and in partnership with selected magnet makers, we aim to reach agreements with OEMs which will secure their technology switch while supporting our projected future supply."

    I imagine this would be in the form of off-take agreements for future LAMP expansion IMO.
 
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