Foster Stockbroking updated report, page-6

 

In my Post #: 36291811   I calculated that Lynas received   US $43.20  ( AU$ 60) for their ND PR in Q1 and average of 2.33 for La and Ce.    I did not show calculations but proved this price against both Lynas’s Revenue and ASP.    Prices have gone down since Q1.      So right now I would agree with the fosters price.   I expect in Q2 for price to be lower but not very much 1 to 3% probably.  After that it is all just a guess.    If someone said it will be USD $80 in Q3 I would not argue but I would really like to see how they came up with it.   This is a very dynamic market anything can happen.    They are in demand now.   I do not see a replacement in the near future but that does not mean one will not be announced tomorrow. 

Properties Nd₂Fe₁₄B was first discovered in 1984 by GM and Sumitomo fist product using it was 1988 .   Who knows what is around the corner.