Volume impacts T5 from Jan 2019 effectively a "known known".
Base it will be working off, H2 '18 results, unknown, reflecting off 17% production upside/static costs H2 '17.
QR suggests upside Nd & Pr separation, PrO premium, plus quality/quantity upside re-configuring LaCe trains.
Costs might be difficult to factor with all the work going on but what impacts production/revenue prior the new SX kicking in?
LynasNext is way more than an additional SX train, plenty to keep us entertained next 12 months, particularly progress LaCe both in production & developing mkts.
I'll suggest LynasNext is as much about optimising LAMP as it is adding volume, some of those benefits will clearly flow next 3 Q's. Much of this would have been in planning for some time, now they have the CF to scratch the itch.
Volume impacts T5 from Jan 2019 effectively a "known known"....
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