Certainly noted UBS maintained their 12 month basis Buy rating.
Of greater interest was them maintaining their LT US60kg NdPr pricing built up in their Barriers to Entry analysis as part of the Lynas initiation.
Smart piece of work, VERY neatly substantiated recently by ARU's hopeful DFS, and one with important ramifications both thru the industry & investment mkts.
OEM's would most certainly welcome the pricing transparency, to wannabe's despair.
Recycling rates, Ce substitution low end, NdFeB enhancement, together with PMM now specifically designed down the temperature range, all provide anecdotal support to the notion demand growth can be met within the range of a $60kg cap.
Will be quite fascinating to watch this unfold next 5/6yrs, not so the wannabes.
Today's chart & trading, page-1756
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$6.74 |
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Mkt cap ! $6.300B | |||
| Open | High | Low | Value | Volume |
| $6.72 | $6.80 | $6.66 | $14.09M | 2.093M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 7791 | $6.73 |
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| Price($) | Vol. | No. |
|---|---|---|
| $6.75 | 13142 | 6 |
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