lambda,
take note of the term "downstream" being used.
This implies higher value REE (ie oxides). This is good.
Yes it would have been nice to see the average selling price but I guess we wait for the quarterly report in order to get this. However, I think a higher than "basket price" is innevitable which I see as also very good as it validates the business model/RED Brand.
When you are running the ruler over the recivables I wouldn't be using "$20 per kg" put it that way.
Good stuff.
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