Obviously you have no concept of scale, equally obviously there has been disruption, given reasonable resolution Delaysia you should see the impact this half & next, +40% volumes, significantly less in costs, watch & wonder.
While you worry endlessly on prices Lynas have focused heavily on what is within its direct control, cost per kg, and of course value add per kg. Delaysian apparatchiks will now need to be costed in but hopefully LT influence fairly minimal.
Short Squeez, page-21
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