I'm assuming this was for CJ - he will always miss the boat..
LYC sp has been tracking NdPr price remarkably well, and clearly illustrates current NdPr price is priced in (unless you are blind Freddy):
SP and NdPr spot price (and revenue), shown as % of respective value January 2020. Left is monthly, middle is 3m av for clarity, and right is including rolling Q revenue. SP and NdPr May inclusive, revenue April inclusive.
There are (IMO) clear signs we have turned a corner (left chart). I personally also believe our revenue will largely skip this recent NdPr 'dip' (right chart), somewhat thanks to our price model and higher production rate. Not only that, with yet further increased production in just a couple of quarters, many calculators will need some serious recalibration.
Not investment advice, all IMO and my interpretation of data. DYOR.
LYC Price at posting:
$7.63 Sentiment: Buy Disclosure: Held
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