Ce is going to be a huge issue going forward, not sure Lynas...

Ce is going to be a huge issue going forward, not sure Lynas will place the 5ktpa out of LAMP2, let alone Molymess, PEK better start thinking about a total discard IMO.

Little high here to with relatively low Ca values in comparison.

Think my price discounting has fallen way out of context, or maybe I put it badly. What I was referring to was the published "basket" of 99% oxides, or equivalent, as per TMR.
Commercial realities seem to be that any substantial LT offtake is priced at a 25% discount to these spot market prices.

Any further discount for lower grade material would need to start from that point rather than nominal spot. The flip side is being able to produce custom product to purchaser's spec as per LAMP1 output.

Too many punters appear to think there is a great big market out there at "spot" prices when the reality is totally the opposite. CUX like every other wannabe will live or die on their ability to cost effectively match a product/s to one or more offtake partners.