Very good ann., nice to get further details of Kal progress. Something that has not been highlighted here:
'In June chemical and wet circuits, including neutralisation, filtration and carbonation circuits, will be fed with Rare Earth carbonate from LynasMalaysia which will allow completion of Stage 4 commissioning of those circuits.'
This is really what stood out to me.. rather than waiting for the gas circuit to be completed, they have shipped back some carbonate from Malaysia to use in the commissioning. Brilliant approach which gives confidence that all will be up and running in just a few weeks (Aug is only 6 weeks away). Then possibly a month or two of commissioning and ramp before first shipment to LAMP (prob early CY_Q4).
For those interested, a guide over Kal (as of April):
LYC Price at posting:
$7.32 Sentiment: Buy Disclosure: Held
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