why do you people ignore that the current basket price is completely irrelevant estimating future revenues?
the prices are prices for oxides. lynas will just produce very little oxide, the rest is carbonate and a small portion of hree that still have to be separated. nobody knows, where this can be done.
nobody ever talks about carbonate prices. why not?
fact is: should lynas be allowed to ramp up production to phase 1 a whole bunch of lanthanum, cerium and la/ce carbonate is being produced.
basket price falls heavy today to 38,88 us$/kg, page-16
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