LYC 0.65% $7.60 lynas rare earths limited

Ann: Quarterly Activities Report, page-55

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  1. 6,339 Posts.
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    Extremely complex time at Lynas.

    (1) Most significant upgrade to LAMP ever
    (2) HUGE multifaceted upgrade to Mt Weld
    (3) Newly commissioned Kalgoorlie - unprecendented scale and technologies.
    (4) The yo-yo economic cycle plus global difficulties from supply chain to pandemic to war
    (5) Interference from China via Malaysia and other actions
    (6) DyTb - will be first to accomplish this at multi-ton scale from hard rock!! I continue to maintain that the Chinese are getting nearly ALL their DyTb from easy but ugly ionic clays strip mining.

    I found the Q quite acceptable.
    My hat is off to Amanda Lacaze. I'd vote for her in a heartbeat.
 
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