Pr/Nd oxide up again, market sentiment bullish, page-472

Guessing of course
As I said cashflow will tell us what we need to know as will the shareprice as the big boys will know the deal better than us mushrooms IMO.
The only way to "de-commodotize" rare earths is to render spot prices useless, seeing as that was part of Amanda's goal we can get a fair idea we wont get clarity around pricing mechanisms anytime soon.
The orchestrated scare by China over the last few months is playing right into LYC's hands, uncertainty will make any achievable premium higher as there is no ROW alternative.
What a bargaining position for the ONLY possible ROW supplier at a time of uncertainty like this

Ps: my bet is over the next few months we will get a major investment from an end user to expand supply, most likely in the form of an unsecured bond or a co-investment where LYC doesn't front the cash and quite possibly a magnet making joint venture under the same sort of terms.