Certainly if the investorintel article is correct about a 8-20%...

Certainly if the investorintel article is correct about a 8-20% increase in Lynas pricing and product customisation - this should provide a nice lift to the bottom line (on top of general rise in REE prices so far in 2015) IMO.

Funny, because I haven't seen any direct reference to this figure on any company release.

Also noted the following;

http://247wallst.com/commodities-me...orp-stay-on-the-path-to-avoid-nyse-delisting/

as well as found a UBS research report from 27th Jan. UBS have a NTA of 15cents for the company, and price target discounted to 6cents due to the REE pricing at the time - however they also stated that they would start removing this discount if REE prices were to increase.

mmmm x2