No, but I sincerely thank you for your help. I sometimes have...

No, but I sincerely thank you for your help. I sometimes have difficulty in understanding the points of view or conclusions posted here on hotcopper unless they are connected back to some facts. I don't have all the facts and I certainly miss some too. This site is a great resource for learning and sharing info and ideas.
Not withstanding supply chain constraints you mentioned caused by Covid, I understand that the main reason that Lynas is at 75% of NEXT rates is because they can't have as many staff working at LAMP, again due to Covid restrictions. I would expect that Lynas has been keen to get back to NEXT rates from the very start of this 75% output period. So they've been keen for over a year now? Coming up to almost two years of Covid , it continues to restrict Lynas and we are still in the thick of it, though that was not the expectation 6 months or a year ago. That's my point: I don't believe we are even near the end of Covid and this disruption so I have no expectations about returning to NEXT rates until this changes and as Covid evolves and drags on, I can see no credible time frame for returning to NEXT rates at this point.