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Message: Re: Start of production at Thacker Pass

Totally agree. I'm expecting TP sales of no more than 10-15kt in 2025. I'm also expecting Stage 2 construction (20ktpa) to immediately follow on from Stage 1 construction (40ktpa).

Ultimately, given the immense scale of the resource, I see TP as a 120ktpa mine - but that will take >>10 years.

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