Yes my spelling is bad. With all the links, charts and opinions, I have posted i am honored the only thing you can find wrong is my spelling.
I agree Acid will not be a problem. They may pay a little more but I sincerely doubt that will increase COP even 1%. It is the entire picture. Read 2019 plan KAL was suppose to meet all the needs for Lamp, Texas and future expansion all by itself without Lamp C&L Now it can not even do the concentrate for 8Kt of NdPr. JMO not only did the schedule and budget increase dramatically but I think the Cost of Product increased because all areas, Labor, Energy, Supplies and Water increased. this is why Lynas ignored lamp restriction for nearly 2 years. Only when KAL and its reduced capacity cost became clear to them. did they make a major effort to keep LAMP C&L open.
First notice of LAMP C&L restrictions was 16 August 2019 https://wcsecure.weblink.com.au/pdf/LYC/02134354.pdf The first objection to this was. sorry the first appeal of MAL restrictions is not in my data base I scanned announcement and could not find it. Maybe you can do it so we all can know.
LYC Price at posting:
$5.96 Sentiment: Sell Disclosure: Not Held
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