Currently I'm creating a spreadsheet that calculates the possible revenue that Lynas can achieve depending on the corresponding commodity prices.But unfortunately I don't have all information about the possible production volumes.For NdPr it is 12000tpa, but what aboutDy, Tb, SEG, other possible products?According to Digger and Dealer presentation from this year there are 2,500 - 3,000tpa approx. HRE products produced in the US and 5000tpa of LRE products incl. 1250t of NdPr, which is already included in the 12000tpa above.According to the 2019 Lynas Investor Day presentation Lynas has 50t/year of Dy and 20t/year of Tb contained in its current SEG from CLD. Duncan has 3 to 4 times this quantity.Are these numbers still correct or do they have to be increased?Does anyone know what the 2500 - 3000 HRE products exactly consists of?I would appreciate for any helpful Info!
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