LYC 3.22% $7.36 lynas rare earths limited

moly corp up again, page-21

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    Timmo - are you saying that Jan production will be over 916t ?

    Would be great news based on the assertion that all phase one is sold under contract. Thus we can expect about 2750t to be produced in the current 1/4.

    Even a $5 net margin would yield a tad under $14m for the 1/4, or about $50m net PA. Better than running at a net cost to SH.
 
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