NdPR price, page-493

Pespective11
Per usual say people that say over priced have extreme views then build off of that to show how bad their arguments are. Lets take just one of your Arguments

of around US$20-40/kg, like some sell-side analysts do - is completely ignoring the current geopolitical realities of the tension between China

I am going to use all Lynas numbers USD no VAT. End of Q1 price was USD 81.5 / KG Lets go back two years and look at price USD 40.00 I agree with you That it will not fall back to 40 Lets just assume $60 / KG Now 2021 was there best year ever the average price during FY2021 according to Lynas was USD 57 so prices falling to USD 60 would actual be higher by $3.00 than 2021. Now though it was a great year compared to past years was it really good? They made AUD 0.18 a share. for the year. at 11.00 a share that is 1.64%. The company increased in value by 1.6% of the current share price. Better than some banks are paying but not a great return. So prices go up for H1 by USD 8 Or AUD 11.0 They sold 2724 tons total in Q 1 at an asp of AUD 44.6 So ignoring SEG the ration of LA & Ce to to NDPR
In q1 was 40 % La and CE have not changed at all so asp will go up by AUD 11 times 40% or 3 AUD They sold 2724 tons in Q1 lets assume that jumps to 4000 T in Q2 so that will up profits by 12 M Sorry but you tell me why you would take any investment that returns 3% of what you Paid for it?