First look at June data, indicative NdPr sales price:
Left axis: AUD/kg; orange line: China spot price (ex vat); teal line: average sales price
Raw data for the quarter (from graph above): April $127, May $103, June $95.
So for example, assuming NdPr sales of 600tpm, indicative NdPr revenue for the Q is ~AUD195 (76+62+57m). However, I know the sales are not evenly distributed like that - my previous revenue guidance for April-May was AUD129m, I hope to give June inclusive guidance before market close Friday.
DYOR
First look at June data, indicative NdPr sales price:Left axis:...
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