LYC 1.30% $6.25 lynas rare earths limited

News: LYC China cutting rare earth output, unnerving global manufacturers, page-18

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    CJ said.... “Prices have fallen.I strongly suspect that current prices put them in the red.All of NEXT improvements came on line in H2 except complete Nd and Pr separation.I think the Q1 report will reveal the impact of prices.I may be wrong, we will see Thursday.”

    It’s good to see you keep detailed spreadsheets CJ, just trying to understand the reasons we didn’t have a red quarter based on such low prices. Would appreciate some feedback.
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