actual see prices..., page-11

Hi Toly, I started a reply along the same lines as Tonio (he's right about the Y at 0.95%) and then realised the percentages I was using from the last presentation Page 7: http://www.lynascorp.com/content/upload/files/Presentations/Final_Roskill_Presentation_Nov11.pdf are slightly different to those used in the basket price table.
But regardless the point I was going to make in support was the higher minor HREE values in Duncan, apart from the obvious Dy.
The same slide also states "Metallurgical test work underway for Duncan" which suggests to me they are looking to work up a higher HREE feed probably to coincide with Stage 2 and full separation.
If you look at the Duncan numbers it's not too hard to work out that it would do some very nice things to the basket price.
My main focus is on the March 14 half year results.