Both oxides and metals for Nd. Pr and NdPr have been close to...

Both oxides and metals for Nd. Pr and NdPr have been close to flat for a week. This is a significant change. Is it a pause, bottom or new stability point ? It's too early to tell but something may well be happening. Lynas can make very good profits at these levels. Much higher than H1! Price does not need to return to its February and March highs for a dramatic increase in profits H2 over H1. Remember there is a 90 ~ 120 day delay from street price change to Lynas getting it.

Lynas could really add to its profits with a little upward movement of La and Ce. A USD 2.00. up tick would not only add the equivalent of $5 ~$6 of an NdPr increase but it might allow them to finish. All the LaCe product which Could be equal to more than $10 up lift in NdPr. Watching LaCe prices is very boring but because of volumes and unfinished product. a small change in price could be a dramatic change for Lynas profits. Either up or down. All prices change info for LaCe are very general it is not worth it to work out carefully, till there is at least a USD 0.50 change. Also at what point higher prices would cause Lynas to finish most of the LaCe is not known to me. lower prices would cause almost none of it to be finished. I do not see much chance of La Ce drooping further.

In the Mt Weld oar NdPr is about 23% ~25%, SEG or HRE about 10 % and LaCe about 65% in Q3 report they finished 4.463 KT of that 1.359 was NdPr or 31% It has been higher, in Q2 '21 NdPr was 1367/ 3410 = 40 % of what was finished.
The last 5 Qs of production data can be found at https://lynasrareearths.com/wp-content/uploads/2021/04/LYC-Quarterly-Activities-Report-March-2021.pdf I have no idea why but Lynas still had not put it on their home page under reports. only as an upload.