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:...
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
$8.28 |
Change
0.030(0.36%) |
Mkt cap ! $7.745B | |||
| Open | High | Low | Value | Volume |
| $8.20 | $8.37 | $8.16 | $25.82M | 3.120M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 2000 | $8.26 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.28 | 2115 | 4 |
View Market Depth
| Last trade - 16.10pm 09/07/2025 (20 minute delay) ? |
| LYC (ASX) Chart |