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:
December/March Q: ~800t production, 1,200t sales, ~$130m revenue
June Q: ~1,800-2,000t production, 2,000t sales, $230m ~revenue
FY25: >2,000t production/sales, >250m revenue/Q
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.
Just a brief update. NdPr sales price (ASP, Sept inclusive, AUD)...
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Last
$6.56 |
Change
0.130(2.02%) |
Mkt cap ! $6.131B | |||
| Open | High | Low | Value | Volume |
| $6.48 | $6.57 | $6.45 | $10.67M | 1.638M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 31 | 25984 | $6.55 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.57 | 38384 | 33 |
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| Last trade - 13.46pm 30/04/2024 (20 minute delay) ? |
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Last
$6.55 |
Change
0.130 ( 2.00 %) |
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| Open | High | Low | Volume | ||
| $6.49 | $6.57 | $6.46 | 488382 | ||
| Last updated 14.04pm 30/04/2024 ? | |||||
| LYC (ASX) Chart |