Lynas Myth of the Day #1
- If current REE basket price goes any lower, LAMP will be unprofitable.
- Only if it goes to $15
Lynas Myth of the Day #2
- TOL issuance will make no difference to SP
- Oh good, so we can carry on to end of year without TOL and the SP will not go any lower than the 80s, because it not being issued since Feb has made absolutely no difference to the SP, if you buy into this theory.
So can we put these both to bed and move on now please?
forget the tol, page-50
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