LYC 2.86% $6.11 lynas rare earths limited

The MOST bullish piece NdPr yet, page-3

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    Translated

    Praseodymium neodymium oxide market currently on the market price of 32.5-330,000 yuan/ton, the separation plant stock not much Futures should at least be the one month later, some stock brokers currently there are no shipments, strong stock to be up emotions.
    Neodymium-praseodymium metal market price of 32.5-335,000 yuan/ton, due to oxide procurement difficulties, part of the metal factory has temporarily stopped quotes, not many recent shipments, also has metal factory said metal stocks now are not many, only a small number of shipments, only supply to existing customers.
    This year rare-earth crackdown is going with, intensified combat against broader, effect more visible action, illegal supply of the market has been curbed, reducing supply, provided strong support for prices, environmental verification will continue to help in the rare-earth market also rose.
    Expected black and the State reserve will be billed based on market rising market tightening, praseodymium and neodymium prices will continue to rise in the short term.
 
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