LYC 1.18% $6.72 lynas rare earths limited

Big project to convert to fertilizer. Would require a separate...

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    Big project to convert to fertilizer. Would require a separate weighing and mixing facility. Ideally should be palletised for spreading as a fertilizer. This ensures product is delivered as intended with minimum dust spread. All doable but not simply a case of using a bulldozer to mix the 3 ingredients.
    Then a question of bagging or bulk storage for distribution. Certainly the mixing stage could be started now but doubt Lyans would take that risk without signoff on the finished product which we know will not be forthcoming from existing regime.
    Best to commit to ship existing WLP on a delayed shipping basis and expect a law change when current coalition are voted out at next election.
    Easy to see this becoming a key local election issue with the boot on other foot next time round as the locals come to understand the truth about LAMP and residue safety. Certainly seems the local Malays understand. Indians require educating and obvious local and all Chinese will always oppose the LAMP.
    Last edited by No_8: 16/03/19
 
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