Prices moving fast demand in China picking up. Today NdPr over US$55 ex Vat. In my opinion, prices only need to range from US$60 to $80 ex vat for Lynas to be making nice profits, Contrary to what some might say (pun intended). Anything above that range would see amazing returns. Key is demand and scale. At 9500tpa, A$90 to $120kg, do the math. At 12500tpa, even better. At A$150kg, well...
