new reo prices and basket price, page-43

i don't understand why you guys still hold up this basket fairytale. prices on lyc website are not only way too high, they're also misleading because the hree elements can't be seperated at the lamp. still trying to find out the external costs of seperation.
metal pages today reported that baotou stoppage has had no effect on the falling re prices especially lanthanum and cerium.
sooner or later the issue of profitability should be discussed. personally i doubt that lynas can make money if prices remain on the current levels or even continue to fall.