Impacts on revenue obviously prices, but also NdPr recoveries which perhaps slipped back a little to 85%, and importantly value add/price appreciation LaCe which will trigger higher LaCe recoveries.
That material is already in the system, at a cost, higher sales values will incentivise recovery & finishing, looks like an additional 400t March Q, continued progress with value add, particularly Ce, could see that lift again.
Pr/Nd oxide up again, market sentiment bullish, page-8
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