Sharply dropping price in Chinese dysprosium oxide market, page-62

Why do you keep raising Lynas here? They are producing profitably, I'm sitting on a bag, of very decent proportions, certainly doesn't reflect anything NTU, a very different proposition.

Have you done any DD on HRE concentrate values? Likely price for 52% con ex Darwin?

Be interesting to know if the purchaser will be paying the 27% HRE concentrate tax levied in China, imagine it would be deducted from the initial sales value.

And those CoP numbers? Any ideas, even a clue?

Frankly you have plenty to stress on rather than worrying on Lynas.