LYC 1.47% $6.88 lynas rare earths limited

2.9 C looks low to me unless they have big loses in H1 which I...

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    2.9 C looks low to me unless they have big loses in H1 which I doubt.    As far as future looking at price they used for NDPR  USD 48.00 they look a little high. Trouble in Nd has fallen twice in  last week.    Until I see a change in direction in NdPr and Nd   I do not believe any future estimates.     They all use prices that we are not seeing now.  

    We were told a month ago that Nd separation was going well and Lynas was selling it.    Nd continues to fall.   Pr had purity problems and they were not selling it yet.   Pr has not budged in price for almost 6 months.     It is kind of fun to wonder about this.  Does Lynas sales really change the market price?

     
 
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