Just a brief update. NdPr sales price (ASP, Sept inclusive, AUD) vs Chinese spot:
Our sales price is currently hoovering around spot ($98 vs $101), meaning our price model bottomed out in August. Based on this and expected production rate/inventory, I expect (in very approximate terms) the coming quarters to look something like this in our reconfiguration phase:
These are low end figures. NdPr price for current Q is already more or less set at ~$100, so question is more about how much we have in inventory to sell.
LYC Price at posting:
$7.04 Sentiment: Buy Disclosure: Held
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