LYC 0.87% $8.09 lynas rare earths limited

Nameplate Irrelevant, page-57

  1. 19,587 Posts.
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    Dancing,

    1/ they don't look pretty
    2/ domestic spot are not a true reflection of ROW sales pricing, nor contracted in general

    The notion of FantasyOB pricing seems to have been buried, excepting the wannabe's PFS's, but that certainly doesn't mean all sales simply default to domestic spot. China still applies VAT & tariffs for the moment, and certain premiums are available.

    Refer previous

    Don't guess SP's
    Last edited by ausheds: 02/12/14
 
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