aussie $ collapsing = rising ree price, page-20

OMG, that makes absolutely no sense to me given Lynas's profitability is founded on the disparity between Chinese domestic & FOB pricing. Do you honestly believe the LAMP would be profitable at China domestic, or that China would pay a premium at a time when they are shutting domestic producers because of overproduction? That's fantasy IMO. China would probably buy some Dy, Eu & Tb but these are the elements that Lynas should have little problem capturing ROW premiums and most likely the bulk of these are contracted to Rhodia for the next 10 years and the 20tpa Dy certainly won't be a problem.
Lynas's achilles heel is Ce, 50% of production from CLD, low value, greatest permanent demand destruction and China sure as hell doesn't need any. Apart from currently being a loss maker the ongoing impact of a good portion of Ce reporting to inventory will be a big drag on profitability. Moly is at least being proactive looking to develop a water filtration market - sure Lynas will be watching closely.
Lynas's strengths lie in a balanced suite, their ability to drive CoP down across the existing LT contracts and value add either thru meeting customer specs or moving downstream, not trying to sell coal to Newcastle.
That is the antithesis of the entire ROW RE story.