As stated, why do JPM, a LT Lynas supporter, use "realised" prices well under current basket????
Please also let me know who is going to do the freebie toll processing on the SEG/HRE that makes up a significant portion of the profitable section basket price?
Maybe I'm just sick to death of this BS & eternal blind optimism but the RE industry looks like a damp squib ATM and it's not suddenly going to burst to life just because Lynas finally gets some production happening.
It's going to take time, with secure supply & prices, to rekindle demand and that time is not going to be kind to investors.
dipped below the high low-support disappearing, page-47
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