NdPR price, page-463

A link would have been nice. Just googled Myanmar-China border closing lots of stuff of earlier closings. Do you have any data to back up what you said. I understand no info does not mean it did not happen. I would want some thing to prove it before posting.

Instead of looking for hazy facts to say what is happening lets look at the two major suppliers. Lynas down about 25 % from logistics and covid. China down 30% because of rolling black outs caused by coal shortage. Does that not sound like a better explanation?

Could you show your numbers I have showed mine many times. It still does not justify price. In last 3 Q s they made 1359 T, 1393T, 1255T of NdPr per Q, Next rate is 1800 T per Q. The 6 Qs after Next was complete, before Covid they never made more than 1600 T a Q. So what are you multiply by 4. When I said when next was done that does not include PrO. When NEXT was done there were quality problems with PrO that took another 6 month to clear up. At full next rates PrO is about 300KG a Q I do not find this significant.

To justify Lynas share price they have to make about AUD 1B a year. Last year was there best year ever 157M so profits have to go up 6X Can you show me how they do this and when.