IMO, baskets way too high (although ASP will be higher Dec Q with Ce & La return), need to start thinking Domestic prices plus a "premium" rather than FOB minus a discount, and that's from the horse's mouth.
CoP too high, guidance "high teens" and I'd be confident that is a conservative guidance that they would improve on fairly quickly.
Balance could come close gross but fairly optimistic net near term IMO.
Val quite doable in a more positive macro environment, hopefully emerging sometime this year
fa on lynas, page-4
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