Graphite price outlook, page-36

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igarcia1055

97 Posts.

06/10/14

09:36

Post #: 14078961
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Originally posted by m0ngy ↑

Lynas dead and buried without Chinese support?

Moneymorning 3rd Oct "As a result of China’s significant influence on the rare earths market, Lynas has seen its average rare earths ‘basket sales price’ fall from above US$200 per kilogram in 2012 to US$18.25 per kilogram. This is down from US$22.63 per kilogram last quarter."
The Chinese could do the same with graphite, as I said they do not give up market domination, it's not in their DNA.
Note the company's reference to 'anticipated average sales prices" and MOUs and the lack of reference to contracted sales prices, MOUs are worthless, they are just 'understandings' and have no standing in contract law. With the uncertainty around Chinese graphite production why would any end user sign up to a contract that locked in prices? I suspect that is the problem for Valence and at least one of the reasons they couldn't release the BFS. They are hoping the market will stabilise with Chinese production becoming clearer and end users more willing to sign off on contracts. This may happen but it's uncertain and a risk and that risk is reflected in the share price.

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the prices went down its not because the sino want to dump the prices but because of the wto the sino want to monopolised the supply pls clear your facts on this matter ITS NOT THE INTENTION OF THE SINO BUT THE WTO ???????

VXL Price at posting: 65.0¢ Sentiment: Buy Disclosure: Held
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Graphite price outlook, page-36

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