Just a note for the current quarter:
AL: '..reached NEXT rates towards the end of the quarter'
In my data, we accrued ~45% of the Q revenue in December. Again, my data isn't precise, but it would indicate we are at a run-rate of AU$300m ++ in this current quarter. Of course, prices (of NdPr) has ticked upwards for a while, which should start flowing into the balance sheet this and next Q. A decent chance at approaching record Q levels?
I'll give 'guidance' of how we are tracking perhaps end of Feb.
Deciphering Lynas, page-393
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