when will the lamp be fixed...? end of 2013!, page-51

cafa,
Lynas have already renegotiated with Sojitz.

"Given the delay in the receipt of the TOL, as at September 30, 2012, the Group anticipates it would not have met certain requirements in the Sojitz loan facility, which related to the year ended June 30, 2012. Therefore, on September 25, 2012 the Group entered into an Amendment Deed (the “Deed”) with respect to the Sojitz loan facility. Under the terms of the Deed and as a result of the delays in first production at the LAMP, the parties have agreed to postpone the measurement of certain financial covenant tests until nine months
after Completion of Phase 1 (as defined under the Sojitz loan facility). As a result of entering into the Deed, the Group has agreed that certain restrictions will apply until nine months after Completion of Phase 1. Those temporary restrictions relate to capital and dividend
returns to shareholders, limitations on the incurrence of new indebtedness (capped at US$80,000 thousand) and a temporary higher interest rate of LIBOR as published quarterly plus a margin of 5.25%."

http://www.lynascorp.com/Annual%20Reports/7437_Lynas_AR12_ALL_v20_FA2_-_1158713.pdf