If Al is true and the recent announcement is also true, it may mean that Lynas has not got any new bottleneck. Instead, they want to change the flow of production to make higher purity products and try to reduce the rate of loss. High purity will cause high loss on REO. If they really change the flow, they may need to decide what to go from LAMP and what to go from toll again. Before they make this decision, LAMP cannot run at full ramp up as once it is full ramp up, all the config will be fixed. LAMP only has phase one and phase two, these two big monsters can only go one flow at a time. If they got lots of little machines that can work individually then Lynas will not have this issue. Just IMO only.
If Al is true and the recent announcement is also true, it may...
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