No idea why Lynas constantly recycles here as it has always had a very clear business plan predicated on NdPr demand growth into NdFeB, currently it is struggling to fill customer orders.
By contrast the DyO demand fantasy collapsed August 2015, Dragon operating < 30% capacity and price wallowing < $200kg. There is no business plan here, just hope & gloss.
BTW, not directly comparable but GGG just published their theoretical concentrate value @ $3.60kg, understand RES will present in Vegas this week suggesting concentrate value 35% of separated values, but that would appear high for a con 57% Y.
All indicative single digit ex Darwin, against totally unquantified costs, pure guesswork how much they will lose annually.
No idea why Lynas constantly recycles here as it has always had...
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