time for a big shake-up at lynas, page-22

Mick, without knowing exactly what we're selling it's hard to second guess pricing.
Europium for example @0.5% of total RE and a price a bit under $800/kg contributes about $4 to the current basket price of $31/kg.(Using the latest TMR prices which may be a bit out of date but the point remains.)
We don't separate it at the LAMP but produce a SEG mix, to be further separated elsewhere, either tolled or sold as is.
Have we sold any yet? Don't know, maybe they're building up a 'batch' before shipping it.
Similarly some (eg La) may be headed in part to the US while it's likely at least some of the Neo will be headed to China, which dominates magnets.
It's really far too early to get a good understanding of what a 'steady production' realised price will look like or where the product is headed.