LYC 0.26% $7.77 lynas rare earths limited

we need to build a positive thread on lynas, page-48

  1. 30,924 Posts.
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    "They are clearly achieving a premium price."

    BS. They are clearly NOT achieving a premium price. One third of the March quarter product was unsold, and two fifths of December's remains so. And yet the price barely met the basket price. If all the Ce and La that is stockpiled had been sold the ASP would be well below the basket.
 
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