My figures put Q4 NdPr at 81% of $ revenue. I have see figures as high as 85%. Price increases in NdPr should put NdPr over 90 % by Q2 in $ value. Now if Nd Pr was a unique product in Lynas's control this would be fine. Look at this board over the last year cheering China's stock pilling and clamping down on illegal production. That puts China firmly in command of pricing and supply. Yet all the long term holders can only think of how to make more NdPR. Think about this. Is this good for company long term to have over 90% of their revenue dependent on a product they have little control over pricing and supply for.
Bullish signs..., page-14
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$7.89 |
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| No. | Vol. | Price($) |
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