Ce, La, Nd, Pr all down in sales price since the forecasts used in the Cap Raise documentation to get to Lynas management break even*. Japan now officially in recession.
My modelling allocated a 15% chance Lynas would survive to Easter. I'm now dropping that to 7.5% chance.
* I'm not even touching the other ridiculous assumptions in their modelling. Just sales price of output.
Ce, La, Nd, Pr down since Cap Raise
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