Spot on.
38 yr mine on current plan at ~4500tpa NdPr, open at depth.
This new CEO's thinking is on the money - why not ramp it up when they have cashflow if there is a huge supply gap unable to meet demand. This is exactly what Lynas has done. Economics 101.
In other words, it seems they are angling for more than 4,500tpa a few years into production, which would greatly increase NPV given most other costs are fixed.
Arafura Rare Earths Ltd, page-163
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