LYC 1.45% $6.80 lynas rare earths limited

jokes apart - my theory, page-35

  1. 19,585 Posts.
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    Dancing, you reference "current RE basket price", generally regarded as nominal suite value, not ASP.

    ASP thru ramp up is not a true indication of sales values at steady state. Reference AL's comments re Nd Sept, contrast La values to FCC vs high purity to NiMH, too easy to take the simplistic POV.
 
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