I think the report was all business as usual, known recovery...

I think the report was all business as usual, known recovery issues were cited but I get the distinct feeling Lynas will beat its own projection and get to 600t/month by late 2018.
Goofy, I think apart from noise from SP will hold and steadily increase, even in the short term. The end of March for me was as much about the quarterly as it was about the end of production issues and the start of a ripping June Quarter.
For mine it should a FCF of around $60-$80m (before debt repayment and NEXT upgrades) annualised to say $250m in surplus. That values Lynas at $3-3.5bn.
We're currently around $2bn fully converted so the SP needs to catch up. I'll call the $3 party in the hype leading up to the June Quarterly release.