Lynas and Mitsubishi, page-33

Unfortunately a clearer picture will not emerge if you don't know much about the process. Ramping up production by starting another kiln just doesn't happen. All you'll do is build up a backlog at the end of the kiln .... unless all the other downstream processes are working too. The Phase 2 kilns were fired up months ago. Unless the Phase 2 SX in particular works properly when they seed it and start feeding product through then it doesn't matter how much you put through the kilns, you won't get increased production. And on the matter of Ph 2 assets, are all the Phase 1 assets working properly yet? Because this time last year they were using some Phase 2 downstream components to deal with the Phase 1 kiln production. A rather muddy picture there.

Why is Pr oxide "sure" to add value? How much increase in sales value will it add compared to the additional costs of separating it? With Lynas, there is no "sure" about anything except a further need for cash.