LYC lynas rare earths limited

Q1 is in the books, so can play a bit with numbers/thoughts:...

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    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).
 
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(20min delay)
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

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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) ?
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