"Lynas can STILL not generate a profit at its current RE basket price of around US$17/kg"
Dancing you must be getting confused with Moly, their "basket" currently showing $18kg at TMR, Lynas is actually $26kg.
As to the current market value of the Lynas suite, measured by the ASP, we'll need a full Q of on spec production for guidance.
Taking a line thru AL's comments re Nd in Sept you could estimate circa $22kg.
jokes apart - my theory, page-33
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