Q1 is in the books, so can play a bit with numbers/thoughts:
-NdPr had an average of ~rmb 320,000/mt, and the exchange rates have for the better part been favourable.
-Hard to know how much Lynas has taken the foot off, given no (official) clarity regarding quotas, but I think they have maintained ~500t NdPr/m.
-With continued optimisation and sale of separated Nd and Pr, I think the mix has been favourable.
Subject to how much they put the brakes on, record revenue is still looking likely (my estimate is around $120m for the Q - previous record at $112m).
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