LYC 1.30% $6.25 lynas rare earths limited

happy daze

  1. 19,584 Posts.
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    Wow, what a lot of thrashing around, conjecture upon conjecture, woe is us.

    Close enough to 600t for March, upper end of my 500/600t benchmark call, up say 300t from Jan/Feb av., looks like the stars, or pipes, may have finally aligned.

    What kind of MoM increase can we anticipate from here?

    100/200/300t?

    Let's punt conservatively for 150t, and no Black Swans (of course presuming they can find a truck driver who knows how to tie down his load), so will the next Q look something like:

    750/900/1050t?

    Ooops, appear to have broken the 11kt glass ceiling there, wonder where on earth they could sell all that RE?
 
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