Q1 is in the books, so can play a bit with numbers/thoughts:
-NdPr had an average of ~rmb 320,000/mt, and the exchange rates have for the better part been favourable.
-Hard to know how much Lynas has taken the foot off, given no (official) clarity regarding quotas, but I think they have maintained ~500t NdPr/m.
-With continued optimisation and sale of separated Nd and Pr, I think the mix has been favourable.
Subject to how much they put the brakes on, record revenue is still looking likely (my estimate is around $120m for the Q - previous record at $112m).
Q1 is in the books, so can play a bit with numbers/thoughts:...
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Last
$8.29 |
Change
0.010(0.12%) |
Mkt cap ! $7.754B | |||
| Open | High | Low | Value | Volume |
| $8.26 | $8.38 | $8.23 | $25.63M | 3.088M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 2000 | $8.28 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.32 | 2500 | 1 |
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| Last trade - 16.10pm 10/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |