LYC 2.36% $6.06 lynas rare earths limited

http://www.fostock.com.au/LiteratureRetrieve.aspx?ID=245247 "We...

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    http://www.fostock.com.au/LiteratureRetrieve.aspx?ID=245247

    "We retain our long term US$48/kg assumption for NdPr 99% oxide, though we have decreased FY19e and FY20e assumptions by 4.4% and 7.7% to US$43/kg and US$48/kg (prior US$45/kg and US$52/kg)..."

    Anyone got any thoughts on why they would reduce their long term assumptions on NdPr?
 
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