Lol Jan, I thought it would be the other way around, the 30% masking the 70%! Glass 30% full.....way better than Moly's 16%.
Given the LAMP got financial approval when Ce/La were at even lower prices (albeit Lynas were quoting lower cash costs) can't help wondering if they have something in the offtakes (customer spec?) to achieve over spot, or efficiencies in process (Ce/La simpler, first out, lower cost?) that reduces the apparent gape between COP & spot.
Wonder if NC would comment on that one?
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Lol Jan, I thought it would be the other way around, the 30%...
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