First I assume you mean CAL year not FY. Would you mind explaining how second half of year will be It obviously will give us an amazing 2nd half of the year, as we will have 2 facilities running and producing simultaneously.
Lamp C&L will not be running Just lamp. Then phasing over to just KAL for C&L
KAL does not have separation and purification equipment someday probally but not now.
Lamp is still the bottle neck Texas is not built. It was suppose to be done last fall still not started. Because there is no Texas, yet, KAL will have to run at lower rates increasing cost / KG
Look at my chart above. Most of Lynas revenue is from NDPR. it is down 50% YOY La and CE are down about 30%.
Where does money come from to make H1 2024 great?
NdPr
LYC Price at posting:
$6.58 Sentiment: Sell Disclosure: Not Held
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