oslo, I believe the narrowing has already started - although the nose dive of dy and prnd in the last couple of weeks is interesting. NC seems to be confident that Lynas won't affect the spot market too much - I'd agree there will be some effect as demand is taken off the spot market even though Lynas will not be selling directly too it.
$30 is still way more than LAMP was planned on though.
new lynas basket price from today, page-8
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Last
$6.81 |
Change
0.045(0.67%) |
Mkt cap ! $6.318B | |||
| Open | High | Low | Value | Volume |
| $6.66 | $6.81 | $6.66 | $1.298M | 193.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 19 | 3358 | $6.80 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.81 | 8177 | 12 |
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| Last trade - 10.25am 09/09/2024 (20 minute delay) ? |
| LYC (ASX) Chart |