Lol, the downrampers are so keen to always view Lynas as static, or rear view mirror, when in fact they are probably about half way down the learning curve.
They can add 10/15% additional product volume with minimal cost thru enhanced recovery, process identified, product quality to customer spec has only just commenced, let alone basic volume over fixed costs, including beyond nameplate. Thing is they KNOW what's required now thru practical experience, it's not some gladhander's fictitious representation of a business.
Maybe they've finally got the damn thing to steady state, but that's just the start of the journey, and already they appear to at least have parity with Baotou, State subsidy incl.
LYC Price at posting:
3.8¢ Sentiment: Buy Disclosure: Held
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