Large manufacturing equipment is designed to operate at a certain rate for high efficiency. Usually can go beyond that but it is a bell curve with too low or high becoming inefficient. Go back and read may 2019 plan KAL was supposed to be optimized for LAMP at an increased capacity of 12 tons NdPr PA , Texas and some reserve for future. So why would they want to run lamp in parallel which would only raise KAL cost per ton higher running at lower rates. I do not understand what is going on but when I go to my data base Something has changed.
LYC Price at posting:
$6.67 Sentiment: Sell Disclosure: Not Held
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