reo pricing up to the sky, page-14

It will be interesting to see where REO prices finally settle in the coming months after their re-rating, once this quasi-regulated market has found an equilibrium.

As mentioned many times, the minor proportion of the products end-cost attributable to the REE, the highly inelastic supply/demand situation, and the essential role that REE's play in a lot of modern tech., and very long lead times to new production all bode well on the producers side.

After all a $2000 plasma TV, without the $2 REE is just an expensive plastic box of useless electronics with a glass cover.

REE's have been mispriced for a long time for their role that they play as the vitamins of industry.

Choice