lamp phase 2, page-27

"I think the constraint is the ability to process."

Lynas has the ability to process.It would be fair to reason that most junior rare earth miners will have to sell their rare earth carbonate to a third party separator for lack of capital and/ or experience in separating individual oxides. Lynas has an advantage, plant can accommodate expansion increasing production at end stage if Lynas were to purchase high purity rare earth carbonate. Change the set up of the LAMP, not so much as method of processing. Sojitz funded ph 2. Don’t think it difficult to get funded for further expansion.
Lynas quite possibly interested to purchase high purity rare earth carbonate for separation into individual oxides, specific for major end users. Cornering a profitable market, IMO.