Jantimot you are making incorrect assumptions as per the recent...

Jantimot you are making incorrect assumptions as per the recent guidance from CEO speaking with BRR 16 May:

Very much so. First and foremost, our short term objective is to achieve our target production rate of 917 tonnes a month, which is an annualised rate of 11,000 tonnes. As I said earlier, we are very confident we will achieve this during the current quarter and our intention is to operate sustainably at that rate as we enter the new financial year.
However, getting into the 700-800 tonne per month production range is important as at current prices we expect that Lynas will be operating cashflow neutral at an average sales rate of 750 tonnes a month. Allowing for timing differences between production and sales, every lift in production is matched by a lift in sales so we are closing in on positive operating cash flow.

and slide 15 of the LAMP update:

Production in April 2014 was 709 tonnes, more than 20% higher than the previous record month in March 2014.
? Based on the continuing improvement in performance in all
operational areas, management is confident of achieving the
targeted production run rate of 11,000tpa REO on a sustainable basis during the June 2014 quarter.
? At current REO prices, management expects the Company to be operating cashflow1 neutral at a monthly sales rate of around 750
tonnes REO.