LYC 2.60% $7.88 lynas rare earths limited

Export volumes static, values +25%, page-2

  1. 7,721 Posts.
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    "From January to July, the average export price of China's rare earths was US$9380.7/ Tons, a significant increase of 25.45% year-on-year."

    Could you send Link. Couple of points US$ 9380 ton assuming metric tons. is $93.80 a KG. Less if US tons.
    How does this make any sense if Lynas ASP was $19.6 Q3 US $14.47 and 21.3 US $16.0 Q4. Does this say they china gets 6X what Lynas gets? Remember Lynas ships less than half its La &Ce which should offset the ASP in a positive direction


    “Who said prices aren't increasing?” CJ does and if you looked at what you published you would agree.

    I say REO is going down because of what I read in the following four. All avalable in english. IF you gave link I could have Google translate for me.
    Activities reports for Lynas.
    https://price.metal.com/Rare-Earth

    http://baiinfo.com/en/RareEarth
    http://www.asianmetal.com/RareEarthsPrice/RareEarths.html

    Apparently you do not pay much attention to these if you could publish the info you did. Also assuming I am correct on reading graph you published 2018 prices were much higher in Feb March and April. They have come down allot since March. It is possible gap between 2017 & 2018 MAY be closed at end of August, Where did you give an honest mention of that fact. The fall of prices has slowed in August but is still down. So how carefully did you look at your chart?
    I have been saying high for year was March with rapid fall since then. Please look at your chart it confirms what I said.

    Same old same old do anything to put a positive light on Lynas with no consideration of presenting a balanced picture. Actually think you believe what you said just that you are so quick and desperate for positive you seldom consider other views. Seldom look for flaws in your logic. Like when you told me higher US interest rates would help US auto industry.


    To those that said they like this post you should really read and comprehend a little first.
 
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