Asian metal prices, page-6

I agree every bit helps. From my charts you can see La has risen about US $ 0.30 since Oct. Now LA will be about 25% of Lynas's output once some Quality problems are addressed, right now it is less. Price increase will add about US 0.075 to ASP. I know you understand contract delays. I do not think you said how much you are using as a delay for Price increase to bottom line impact. I am using 4 to 5 months but willing to reconsider this #. So we will see some of this in Q3. But it will be Q4 before we see all of it. You refer to using different prices. Please take a look at what I posted. if you see a problem let me know I will try to understand it. If I cannot fix it I will stop using this source. prices have a small offset but track I am not concerned. I am interested in impact to ASP and for that all I want to know is change and offset is not that important since I do not know what Lynas actually sells for. Up to nov 15 I had low 11,800 RMB ton high 12,800 Nov 25 a jump to 12,000 and 13,000 Which is where we are today.
La oxide 99.0 to 99.5 %

October to now for NdPr and Ce.
NdPr has added about a US $ 1.00 Nd Pr is 30% so that is US$0.30 again with contract delays.
Ce has added US $ 0.20 it will be about 50% of output so that is good for 0.10

Total US 0.47 This combined with better Quality should be good increase but it will take time to really help.