In particular, we need to remember some forward-looking issues Amanda highlighted in her AGM address. Eg the importance of lanthanum and cerium marketing initiatives. From P8, (Lynas Website):
"......The new product mix, which includes separated Nd and Pr for the first time, more separated La and Ce and new grades of La and Ce will allow us to
enter new segments that we do not serve today. As we enter these
segments seeking higher purity materials and more specific grades, we will
improve our average received price, create barriers to entry and build the
basis for long term loyal relationships with our customers....."
In particular, we need to remember some forward-looking issues...
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