It is interesting to consider the $338 million/year sales.
The key factor that is missing from the analysis, though, ids Lynas Rare Earths Direct strategy.
They are custom formulating blends, which almost always involves a premium price. We really won't know until the company reports on sales how much this will impact share price.
Having been in the custom formulated chemical industry, sometimes these premiums are small and sometimes they can be quite large. But there is always a premium.
higher valued added
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