aussie $ collapsing = rising ree price, page-22

"OMG, that makes absolutely no sense to me given Lynas's profitability is founded on the disparity between Chinese domestic & FOB pricing. Do you honestly believe the LAMP would be profitable at China domestic, or that China would pay a premium at a time when they are shutting domestic producers because of overproduction? "

Aushed, its saturday night, i want to sit chill and relax. In one hand i have a glass of red of which i raise to you and a cigar on my other hand. Why not let time reveal the story and see if Lynas annouces a deal with China. Time always tell the story doesnt it? Maybe you are right and I am wrong afterall vice versa.

In the meantime i am just enjoying the Chinese suppliers all simultaneously raising price offers in a co ordinated fashion with Lynas and the falling Australian dollar =)