Maybe a chart will help people comprehend what has happened to the price of NdPrO Here is an 18-month chart, What has a bigger impact on a company than what they can sell their product for? The price to day is half of Feb 2022
H2 2022 had the best profit ever for Lynas. Q3 had highest revenue ever and Q4 was just a little less. Remembering there is a 90 day delay book to bill. What was the NdPrO price for these very good periods. For H2 2023. Any idea of impact on SP?
Weehawken could you explain why you believe China is more important than NdPr to Lynas SP.
Just for record I believe Lynas does not receive spot prices for their product. Average sell price shows this clearly in every Q Report. I have charted Average sell price and spot prices and with an offset they do track very close. Try it. Don't forget the other products.
(20min delay)