Quick FUp, a lot will depend on China getting the recent price prompts to "stick" i.e. real demand, some talk of prices softening already after the 28% rise and no sign of support from the Baotou trading platform or stockpile purchases. Also Lynas's ability to realise the SEG & HRE components via toll refining rather than selling off mixed oxides or carbonate. On the plus side we really don't know if Lynas can add any value to basic oxide/carbonate prices thru custom production to order i.e. Ce/La blends to spec.
Could I suggest a high/low range as the best shot at getting something meaningful? Say $20kg low & $25kg high? I've always done that in projections and generally bracket the reality. Repeat "generally", lol.
CoP is probably an even bigger can of worms ATM.
LYC Price at posting:
37.5¢ Sentiment: Hold Disclosure: Held
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)