Yes I did see that HY BBB. Just been everywhere lately - dizzy - one to many planes - cabs!
Yes the fall dented the 15-20% gains over the past few months but still very healthy prices. If Lynas as appears can not feed LAMP then that will see two things in my view - increased price pressure again for quiet some time until they catch up with supply - but it will also highlight the need for locking down other supply - ARU. Amanda at Lynas stated they will not supply concentrate for outsourced processing - China basically.
So much happening - to catch up on with holds. BWTAH.
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