I agree every bit helps. From my charts you can see La has risen about US $ 0.30 since Oct. Now LA will be about 25% of Lynas's output once some Quality problems are addressed, right now it is less. Price increase will add about US 0.075 to ASP. I know you understand contract delays. I do not think you said how much you are using as a delay for Price increase to bottom line impact. I am using 4 to 5 months but willing to reconsider this #. So we will see some of this in Q3. But it will be Q4 before we see all of it. You refer to using different prices. Please take a look at what I posted. if you see a problem let me know I will try to understand it. If I cannot fix it I will stop using this source. prices have a small offset but track I am not concerned. I am interested in impact to ASP and for that all I want to know is change and offset is not that important since I do not know what Lynas actually sells for. Up to nov 15 I had low 11,800 RMB ton high 12,800 Nov 25 a jump to 12,000 and 13,000 Which is where we are today.
La oxide 99.0 to 99.5 %
October to now for NdPr and Ce.
NdPr has added about a US $ 1.00 Nd Pr is 30% so that is US$0.30 again with contract delays.
Ce has added US $ 0.20 it will be about 50% of output so that is good for 0.10
Total US 0.47 This combined with better Quality should be good increase but it will take time to really help.
- Forums
- ASX - By Stock
- LYC
- Asian metal prices
Asian metal prices, page-6
-
- There are more pages in this discussion • 15 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
KAI
Pilbara Minerals buys land off Kairos part of its York gold project for $20M – and a 2% royalty on any PLS gold sales
STX
Strike hands $48.5M contract to Clarke Energy to produce 20x 4.5MW gas engines for Sth Erregulla
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.11 |
Change
-0.180(2.86%) |
Mkt cap ! $5.711B |
Open | High | Low | Value | Volume |
$6.12 | $6.15 | $6.07 | $17.65M | 2.889M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 26354 | $6.10 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.15 | 3758 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 10596 | 6.100 |
2 | 329 | 6.090 |
3 | 1300 | 6.080 |
6 | 28264 | 6.070 |
2 | 166 | 6.060 |
Price($) | Vol. | No. |
---|---|---|
6.210 | 710 | 1 |
6.230 | 5000 | 1 |
6.280 | 4100 | 1 |
6.290 | 158 | 1 |
6.300 | 5200 | 1 |
Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
Featured News
MND
Albemarle lithium downsize burns $200M hole in Monadelphous's pocket as latter's contracts terminated
GML
Gateway Mining sells WA Eastern Montague gold project to Brightstar for $14M – half of that in shares
LYC (ASX) Chart |