Really getting a bit sick of all this conjecture.of what may or...

Really getting a bit sick of all this conjecture.
of what may or not happen , seems to me everyones grasping at the latest piece of news on the net and posting it as some new direction rare earth supply and price will go.

The fact is the last 5 years has seen the chinese bring in tariffs and reduce quotas , we all know why this has been happening , its not going to suddenly reverse now

I for one dont believe that rare earth prices will continue to rise , however i also dont think they are going back to $18 a kilo ,
To me the assumptions on the last few brokers reports ie somewhere between $30-$45 make sense to me as the middle ground here and will be more than happy for this as a long term holder

The sky is not falling down here nor is there a perfect storm of $100 plus a kilo

Lynas will sell all of phase 1 and 2 shortly at the fob price x china .
surely the customers are voting with their contracts and thats where the proof is.

If i was an end user of rare earths and my products were hardly affected by the rare earth price i would be chasing certainty with supply .Which is exactly what Lynas will provide