Deciphering Lynas, page-1045

We are at a very interesting crossroad, illustrated here in a chart:




1. Black line illustrates our NdPr capacity as tpq (left axis). While Next increased our capacity to 1,800tpq, our actual capacity has been limited to ~1,450tpm. The grey dotted line illustrated actual produced.

2. Teal line is illustrative of NdPr revenue potential as US$ million pq (right axis) - a simple multiplier of NdPr spot price (US$) times our actual capacity (i.e. black line). Shaded teal illustrates future potential, with a range between todays spot (US$60) and expected long term spot (US$100).

3. Orange line is our sp x20 to fit on the same graph, and to illustrate our correlation with the teal line.

We have largely been at the mercy of NdPr spot price as our production has been capped. We are now at a very interesting crossroad when our potential capacity will increase rapidly. Which direction will the orange line (sp) head..?

Not investment advice, real data mixed with my thoughts, dyor.