Lynas will not publish an operation update, page-22

I agree.

Managements guidance was achieving the 11Ktpa run rate on a sustainable basis during Q2.

As has been pointed out by a few posters here already, because Lynas are using LAMP phase 1 and phase 2 assets, the term phase 1 nameplate is technically incorrect at 11Ktpa run rate and this is why Lynas use the term "11Ktpa run rate." Nameplate is 22Ktpa.

At a minimum, the 11Ktpa run rate needed to be achieved during Q2. No announcement to the contrary means this has occurred IMO. Operating at the 11Ktpa run rate sustainably is going to take time to prove. I guess it all depends on how long management believe the LAMP needs to operate at the 11Ktpa run rate before they are comfortable making the announcement that sustainable production at the 11Ktpa run rate has been achieved. It could very well be end of July that Lynas make this announcement. If there is any material change to guidance I am sure Lynas will inform shareholders immediately.

I am expecting an update early July, does not necessarily mean it is going to happen.