Yes it will register in 3 months. It is called a book to bill...

Yes it will register in 3 months. It is called a book to bill delay. AL talked about it every Q CC when prices were going up. Have not heard it mentioned while prices have been going down. The real question is how important is it? using the Chart above over the last 30 day the price has risen AU$ 4.53, You can double check my math. Assuming Lynas continues to produce 1800 T a Q that will make a change of AU $8.1 M in Q2 2024, To put this in proportion Q4 2022 had revenue of A $ 295M Q4 2023 had revenue of 128 M. Now 8 M will surly help every penny does. I don't think I would buy stock based on this.

Up rampers Grabe any positive information and assume it will help a lot. Realistic people figure out true impact and evaluate. They are labelled down rampers because up rampers do not like this.

Here is a historical chart of NdPrO in RMB / KG with Vat. Sorry, that how i keep my numbers for many reasons. Why don't you figure out if Q1 revenue will be up or down from Q4 '22 or Q4 '23. It may be flat or possibly up from Q1 '23 because that was the water shortage that reduced NdPr production to 1255 T. Steadily declining revenue is never good for SP. At any company not just Lynas. If you smooth out Lynas's revenue it has been going down since Q3 2022. Just use a 2 Q box car filter to smooth it.