Both could be correct!
Jan - if you consider that the separation (the difficult piece in my book) is not part of LAMP1 then you are 100% correct.
If Janti considers the separation to be an integral part of LAMP1 then he is correct.
Whichever view one takes it is clear from the ANN that separation will only occur to customer demand, and thus it is currently most unlikely that separation is proceeding at the rate of 11kt PA.
Otherwise why would LYC make an official ANN to the above effect?
However I do accept that LYC may be playing a devious game and that there could be in fact a high separation process going on right now. IMO most unlikely but one has to consider the options.
lynas will win in the end!!!!, page-33
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$6.28 |
Change
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Mkt cap ! $5.870B | |||
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