its talked about on HC all the time, but can someone explain to me what this assumption is based on?
"Thats why I believe the Japanese will disregard the manipulated basket price and pay more."
it doesnt seem to be based on any tangible evidence. there arent any contracts yet, but NC hasnt ever even hinted that it would happen? so where does it come from?
can anyone even give an example where a company has paid a premium for iron ore, copper, gold, graphite etc, for geopolitical reasons?
seems to be a massive confirmation bias delusion. to bet on such speculation is simply gambling. people complain about the asx being a casino, but then go and make investments on such information.
when sales contracts are worked out, i wouldnt be surprised to see buyers being offered a discount...
im a lynas bull, but im also a realist.
japan will pay a premium for lynas product
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