As JJ's graphs show, Revenue is increasing faster than COP. IF they can get the revenue up and fixed costs down (down as an absolute, not a %) then nameplate becomes relevant as it is maximum production. Because the Nd Pr are selling at much more than COP, the more of them they can produce, the greater the chance of wriggling their way out of the problems they have.
Why discuss something Lynas have no control over? Something as hypothetical as how many angels can dance on a pin head?
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