Appreciate the information shared.The two reuters links were...

Appreciate the information shared.

The two reuters links were good reading.
The third link was all pretty erratic, but little nuggets of insight to be found if you go mining.

What do you mean when you write "Lynas is it has outgrown its main ROW"
I am reading that as either no capacity to increase production currently, or have met ROW demand already??

I am also familiar with that emerging producer, and am super excited by the story, and all of the boxes ticked so far.
I actually lived in the region until 2016. Amazing part of the world.
The NT mob look to still be peddling empty promises and ever extending timelines.

Very interested in the monazite play likely to IPO. Will need to dig deeper.
If technically able to feed into Kal, sounds like a no brainer.
A win for Lynas if they have built in latent capacity, and also new entity who could avoid the sovereign issues Lynas SH have suffered for so long.
Do you think it will be a subsidiary Co of the RE play, or separate entity altogether?