Good post most of it seems correct. The LaCe % may be low but not out of line. I say this because right now in round numbers they are shipping 30% Nd PR. and 70% La CE. Do you have any references we can all see?
I think, based on what Amanda has said in Q4 report and Annual report we should see some up tick in La Ce production. Your comments. This would lower ASP but also decrease production cost / KG so I would expect a gain in profits.
NdPr continues to decline, a little bit, while Nd & Pr are flat. I suspect that there may be a processing bottle neck for NdPr. There is probably one for Nd &Pr as well but they have not seen the increase in availability as NdPr is put in market buy Lynas. I think this is what happen to SEG. The end product prices did not drop nearly as much as SEG. I don't think there was processing capability for it. Bottle necks in the pipe line can disrupt supply prices even if demand is constant or going up. If this pricing difference between NdPr and Nd&Pr continues then this may be the problem. If it corrects itself in a few months then it was just a blip not worth mentioning. Comments.
LYC Price at posting:
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