Higher values downstream, page-2

“With NdPr the major variable input cost to NdFeB, downstream absorbing 19% appreciation has to be a significant indicator forward prices.” Very true but is it applied correctly?
Interesting that you chose May. I agree with what you say and conclusions. In what time frame? You argue this means NDPR is going up but make no reference to past and current prices.
Prices from Lynas Q activities report.
NDPR May ’16 US $ no Vat $35.1 May 17’ $36.3 and as you said the metal prices foretold a strong price increase which did happen.
From there prices zoomed as you predicted. September ’17 $64.5 Almost a double.
Last Friday, from Ruidow, US$ 39.6 no vat ( 330 RMB X 0.12) Now everything you said is correct but could you please tell me how I can take anything you said and apply it going forward from TODAY’S prices. I am sure many of your followers think that this means prices are going up from this point forward. I find it irrelevant and misleading considering the boom bust we have seen since May ’17, which you did not even consider. If you think it applies PLS explain why. My guess like last post I replied to with facts showing your errors you will not reply, it is your style. See your post 29848784 and my reply 29921456.
Also could you give link I would have liked to have Google translate chart.
Note on 0.12. Vat is 17% Current exchange rate is 0.15. 0.15 X 0.83 = 0.124 rounded = 0.12.