LYC lynas rare earths limited

It's a very similar storyline in the lithium space also. Have a...

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    It's a very similar storyline in the lithium space also. Have a look at PLS "Ramp up of next PLS shipment" thread, where they talk about actual shipments out of Port Hedland, and do calculations of likely quarterly revenue. Going gang busters. Yet in other threads, they scratch the heads re their declining SP due to so-called declining demand. Just like here on LYCs threads. Unfortunately miner's SPs are determined by the investors looking at spot prices that are Chinese based. Possibly not reflecting actual supply contracts. The chiefs of these mining are super positive, like AL. Just seems a "bit" of a disconnect between SP/spot prices vs actual demand. QR not too far off, so it will be an interesting read.
 
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