RE:EXCELLENT comparisons: IMC & Lynas to BokanToss up which is the biggest crock, Bokan or you.
If you got your head outta where the sun don't shine you'd know Lynas SEG/HRE will be separated & finished in Texas in the not too distant future, and can easily be ramped to 200tpa Dy & 50tpa Tb, should such a ROW mkt exist.
The cost of input to Blueline JV will ~$10kg, good night everyone else. That cost will fall further with what Lynas has in planning back in Oz, both scale & source material.
Had the chance for a good chat with Jon Blumenthal at LAMP two weeks ago and I can tell you they have a LOT more planned for the JV. You see these guys don't attempt to mesmerise the muppets with truck loads of gloss & BS to keep some fairy tale company limping along, they actually DO stuff.
Bokan is a crock, an ultra low grade, only inferred resource, subject to expensive UG mining of narrow vein deposits, absolute nightmare however you try to spin it, will never get to production, ever.