Great post, but just be careful confusing "basket price" which IXR give in their DFS with the underlying REO prices that are assumed in the basket. The basket price is a sum combination of the assumed REO price x % REO in the MREC for all the REO. When I try to unpick their basket price I get an underlying NdPr assumed price around $200 USD/kg, not $106/kg. Feel free to give it a go, I think some posters in the hotcopper thread on Makuutuu's DFS got similar assumed pricing to mine.
Great post, but just be careful confusing "basket price" which...
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