goofy/toly, FWIW echo most of those sentiments, huge confusion amongst industry participants Metal Events con in HK this week re state of play with China volumes/prices.
The one constant was demand incredibly strong, despite the fact not currently reflected in pricing, while waiting on NdPr pricing to recover economic levels, considerable opportunity for Lynas in LaCe & downstream, with a positive vote on amendments there is potential for massive structural shift in the company.
Still joining dots & digesting, but thinking the "same old" is about to get a massive dose of steroids, just as the 1% of the 1% have decided its time for the end of cycle blow off top.
Let's party with DonT for 18 months or so.
LYC Price at posting:
6.5¢ Sentiment: Hold Disclosure: Held
(20min delay)