I find it difficult to comprehend why the punters in this forum are obsessed with how much product Lynas is producing. The only thing that matters is getting sales price above cost of production. We know Lynas only has 3-4 months to achieve this before she runs out of cash again and we also know Lynas has NO CONTROL over demand side of equation. Isnt it more relevant to debate why China should through Lynas a lifeline and raise the price of REE so they can survive?
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