qiktrade - what a creative and busy person you are - thanks very much for the calculator - it's brilliant! I can imagine the boys at Lynas simple having this running all day as different people get creative as to what may be, could be???
It really is hard to imagine the scenario where the basket price would end up significantly lower over the next 12-24 months. China would have to totally reverse its current strategy or totally out of left field some alternatives or maybe some recycling research would materialize. Just can't see it happening over the next 2-5 years.
I guess the current geo-political scene does provide some risk for any new company entering a global market - but short of WW3 I can't imagine the future REE uptake would slacken too much. GL to all holders.
lynas basket price calculator, page-7
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