The future contribution of the LAMP is all mixed in with the whole Lynas RED business model. I other words, Lynas (a) is digging it out of the ground (b) will concentrate it nearby at the concentration plant, and (c) will completely separarate it into a dozen or so high-purity metals (customised for customers) at the LAMP. I have not seen these three 'cost centres' separated out in any publiclly released info (although Lynas would have this,m and would have used early numbers in the decision to have a LAMP rather than just intending to on-sell the mixed metals.) There are some other junior RE companies that are intending to not do step (c) so I suppose we could try and look at how their numbers stack up.
The general business strategy of "adding value" to primary production (in whatever business - cocoa, timber, steel) is widely seen to be where the real money is made (once you have reached the equilibrium of routine mundane regualar production)
Also, the LAMP cap ex is huge compared to that in Aus, so the LAMP really would be a big part of the total picture.
LYC Price at posting:
$1.91 Sentiment: LT Buy Disclosure: Held
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