Lynas used to reporting that its products was sold at a 5% premium to the listed Chinese price. Not sure if it is still the case.
Look at the price tale in the QR, the increase in NdPr price is only 10% YoY. The recent price increase is more policy driving than market driving. The policy is not going to change for the next five years or before Xi retired, I guess.
Q-Sep Estimate, page-6
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Last
$6.14 |
Change
-0.010(0.16%) |
Mkt cap ! $5.734B | |||
| Open | High | Low | Value | Volume |
| $6.21 | $6.22 | $6.07 | $5.981M | 974.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 40 | 22785 | $6.14 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.15 | 11189 | 35 |
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| Last trade - 14.02pm 29/07/2024 (20 minute delay) ? |
| LYC (ASX) Chart |