Y'all really need to stop focussing on REE basket prices. I'm not fussed if this attracts a barrage of criticism but REE prices are, quite simply, not relevent to Lynas....for teh short to medium term in the first instance, and in the second instance, in the context of phase 1 production and teh way teh sales are likely to be structures (if any of you bother to investigate), and in the third instance as a downstream processor looking to add value further down the production chain. The cost of production is the key input here. REE are seldom delivered to customers on a spot price basis.
Suggestion: Leave it alone. There are plenty of other aspects that could be focussed on.
Cheers and good luck.
LYC Price at posting:
68.0¢ Sentiment: None Disclosure: Held
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