I do have an entry price target. Hasn’t go there yet. Not fussed...

I do have an entry price target. Hasn’t go there yet. Not fussed if it doesn’t.

RE sector hype does provide some good trading opportunities.

I don’t believe Nolan’s will be operational this decade. Maybe early 2030, all things going well.

I surmise the sticking point for a large off take customer is price. No one in their right mind would commit to paying a massive premium over China prices. Off take deals to date are based on China prices. Thats not going to change any time soon IMHO.

Posted previously, Lynas quarterly results will be published next few weeks. It’s been +6 months since old mate was running around telling everyone China prices are irrelevant and price decoupling is happening. Obvious plenty folks here believe it. Let’s see if the only major ex China producer of separated REO verifies any of those claims. I strongly doubt it.

But there’s always hopes and dreams…