LYC 2.72% $7.14 lynas rare earths limited

11kt by june 30?, page-47

  1. 3,760 Posts.
    ceo,

    not paranoid. but you cant put an inflection on the typed word...or maybe you can.....I still couldn't code up HTML basics like italics if my life depended on it.

    Look at it this way, Lanthanum is about 24-25% of mt weld composition. Neo/Praseo is about the same again.

    I think from the pricing strength and the versatility of use nad importance of Praseo/Neo, that on these two, any producer has price maker "power".

    If Lynas can be a price maker on Lanthanum but putting a floor on the pricing, then they are a price maker on 50% of their output.

    Now that aint bad. It makes the concept of a basket price redundant.
 
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