Ann: Quarterly Activities Report, page-123

Why the 75% cap is something the management have to better explain.

1. Is 75% due to safe distancing requirements ie there are areas where Lynas cant have X number of people doing essential work, hence less output
2. Is 75% due to contrains outside of Lynas control ie the port is working to slower/capacity schedule?

With news of China ramping production and demand sky high I can't see why we are still operating at 75% unless there are outside factors stopping us. Should we not be announcing a ramp up too?

The way Amanda speaks about 75% make it seem arbitary ie we can ramp up higher but we are not doing it.

I totally understand we cut output when times were uncertain, but right now surely selling 5, 10%, 15% or 25% more if we can now is better than waiting for other juniors and China ramp up?

Of course Amanda can come out and say we want to sell at $1,500 but why not ramp up, stock pile it than sell.... when the time comes.