LYC 2.86% $6.11 lynas rare earths limited

new lynas basket price from today, page-8

  1. 5,447 Posts.
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    oslo, I believe the narrowing has already started - although the nose dive of dy and prnd in the last couple of weeks is interesting. NC seems to be confident that Lynas won't affect the spot market too much - I'd agree there will be some effect as demand is taken off the spot market even though Lynas will not be selling directly too it.

    $30 is still way more than LAMP was planned on though.
 
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