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IMO production capacity has got ahead of the “all talk” ROW mkt but the SP is a function of value as much as it is volume.

NdO/NdPr values have appreciated in a similar broad based fashion as the SP, with virtually no hint of speculation to date.

Probably need to factor a move back to 100% capacity by or early Q3 but approximating the Lynas/Japan pricing formula together with what the 90 day rolling average prices will look like in a month, it is not difficult to project an extremely profitable H2, one that would vindicate an SP +20% or so.

Extremely unusual for LYC to make significant high in such subdued fashion, normally done intraday with flash bangs & tasers, and off 10/15% in the couple of daze following, become an art form to capture a bit of those peaks.

I’m waiting for the comfort of a bit of the usual irrational exuberance before I shake a few loose, thinking it’s building a bit of a base here, trigger point pending.

GL, regardless.