Aus, I have no idea where the prices you quote come from: what I read from Patterson's was "Prices will be on a “China plus” basis which will be roughly in line with the published China FOB prices that are roughly 50% more than the Chinese domestic price."
On that basis, as I said, there'll be a nice margin even during the ramp-up phase.
Maybe that's at the core of our different views of this (calendar) year's results: what I read says most production is committed and profitable.
malaysian elections and lynas, page-10
-
- There are more pages in this discussion • 17 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add LYC (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$6.11 |
Change
-0.180(2.86%) |
Mkt cap ! $5.711B | |||
| Open | High | Low | Value | Volume |
| $6.12 | $6.15 | $6.07 | $17.65M | 2.889M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 26354 | $6.10 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.15 | 3758 | 2 |
View Market Depth
| Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
| LYC (ASX) Chart |