In the Mar qtr, 1,973T were produced and 1,970T sold so no stock build up there.
Mt Weld has roughly 23% Nd Pr by weight.
Production of NdPr in Mar qtr was 432T which is 22%, so again no missing piles of Nd Pr
And the company mentions problems with SX5 and separating NdPr from the LaCe mix, so if more Nd Pr was produced, there would also have been more La Ce as well.
There was $6.4 mill T of finished goods at end of December and Mar production and sales volumes were equal, so where does the $18 mill of NdPr come from ? The two products that are in demand and you say that Lynas is not selling them.
And the company offers no explanation for the low ASP, in December qtr they blamed selling offspec product.
One last point, they mention gross sales, I suspect that is what has been invoiced to customers and is before Sojitz commission.
$15 asp, page-17
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