In brief
- Oversold
- Target $2.90 if waste has to be removed @ cost of $75 per tonne
- Option 1 Appeal or lobby for decision to be overturned
- Option 2 Remove waste and change nothing to process
- Option 3 Move front end of operation to Australia and send back for final processing
- Option 4 Move entire plant to Australia and sell concentrate to china while undertaking move.
Option 1 & 2 can work together, However Lynas may look at Option 3 for future expansion to capitalise on EV growth.
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