LYC 0.50% $6.02 lynas rare earths limited

updated basket price site, page-8

  1. 19,584 Posts.
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    Nice work Botfodder, have got a couple of other thoughts but want to check some data.

    Very interesting to see the much higher basket prices for Duncan. Also the lower Ce value given that it will be one of the first into oversupply.

    REO prices clearly correcting after the supply shock run up but it would appear CREO's are holding up better, another positive for Duncan.

    Will be interesting to see if LYC have a resource upgrade ready for next week.
 
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