LYC 0.26% $7.77 lynas rare earths limited

my spreadsheet, page-18

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    Ph2 back end is in operation currently, producing oxides, the plant is modular.

    To move past the 11KT run rate the Ph2 front end crack & leach needs to be employed with respective costs. That will not happen until a sufficient volume of the second 11KT can be placed at prices that justify that fixed cost.

    Look to demand H2 for that one.
 
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