Project - 100% agree. I've tried to stay away from this line as it gets too difficult with many posters, and end up in a slanging match.
Hence when I posted my EPS / SP calculator I kept the current Metal Pages prices. May not mean too much but that is all we have to go on until we see some fiscal data from LYC.
I'm not sure what the Metal Pages number represents, as generally the higher the volume the less the price paid. Is their price for 1kg based on an order of 500t, 1000t or 1t. I have no visibility on this and if others do have some solid info, then I'd be glad to factor this into my spreadsheet.
However the headline on Metal Pages today is 'Rare earth producers halt production in sluggish market'. I do not have a subscription, so don't know if this is journo scaremongering or is based on some hard facts - who knows. Just one more spanner thrown into the works.
Best to all.
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