Just cut thru the glossies and factor capital intensity NdPr.
ARU talking 3600tpa NdPr @ $680M = $180kg NdPr cap density.
PEK 2800tpa NdPr @ $356M = $127kg NdPr
Lynas LAMP II 3000tpa NdPr @ $225M (on time, on budget, both trains commissioned to 95%, steady state, 90 days), $75kg cap density.
Currently expanding 1200tpa @ $35M, $30kg NdPr.
Nothing to stop Lynas repeating, particularly given FCF & mkt engagement, potentially timed to late 2019/2020 to catch the growth early next decade.
AL with TtT: "we think the best new Lynas..........is Lynas"
From 3:47 > https://investorintel.com/investorintel-video/lynas-ceo-joining-billion-dollar-market-cap-club/
BUT the Q impacting the SP today, and near term values, is what does demand look like relative supply right now, and immediate future?
OR will Lynas do a better job promoting forward via end mkt clarity?
Frustration?, page-27
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