LYC 0.00% $6.40 lynas rare earths limited

Asian Metal RE prices up again, page-23

  1. 3,808 Posts.
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    No 100% this quarter AL was very clear on this.
    Concentrating on recoveries and costs, should be a record production and sales Quarter but not a huge gamechanger if not for the interest costs being slashed.
    Importantly the extra free cashflow from the deal is needed for the mining campaing which is what is actualy holding up final ramp up.
    "100% and beyond" is 3-6 months away, importantly this has been made possible by the debt deal regardless of RE prices which make any rises a bonus
    Cost of production at beyond nameplate has clearly been beyond most peoples comprehensions at this stage and still seems to be for some strange reason.
    With a plant like this SIZE IS VERY IMPORTANT, you can't make a plant smaller AND reduce cost of production as some other players are suggesting (NTU perhaps ).
    Reading about the history of manufacturing would be very handy to understand the cost benefits of running a HUGE operation and it's effect on cost per unit.
 
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