Scanspeak, that is exactly what the Siemans JV is all about and you can add Pr & Dy into that value chain. Doubt there is any restraint on Lynas doing that again with one or more Japanese or Sth Korean manufactures.
As I've pointed out Rhodia have restarted & expanded metal refining at La Rochelle and they just happen to specialise in Eu, Tb & Y, principally for high energy lighting.
What a coincidence! Lynas has two relationships that cover value add (mine to metals) for the full suite of CREO, and it hasn't cost us a cent v the $1.5B Moly has shelled out.
Are we starting to glimpse a little of the LT Lynas game plan, one that's been quietly in planning for several years while Moly have been making their splashy Ann's?
The above are just based on the LAMP, what will they do with the CREO from Duncan?
jack lifton article, page-21
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