Lynas is first off the rank, then Molycorp, then Arafura
Lynas Stage 1 - Targeting Q3 2011, producing 11ktpa REO, but Stage 1 start could be delayed to Q1 2012. Lynas Stage 2 producing 22ktpa REO by 2013/2014?
Molycorp Stage 1 - Targeting Q1 2013, producing 20ktpa REO (slide 20, Molycorp April 2011 presentation and slide 13, Lynas April 2011 presentation)
Arafura Stage 1 - Targeting H2 2013, producing 20ktpa REO (slide 6, April 2011 presentation)
I put the question out there to LYC shareholders for your views as to whether or not you believe Arafura will get into production, as they are looking to complete their BFS in next 3-4 months, lock in customer contracts and complete financing before end of this year as rare earth prices remain high. Construction through 2012 and first production H2 2013.
ree production start dates - peer comparison
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