Lucky that NTU already sold theirs then. :D Shame about Lynas...

Lucky that NTU already sold theirs then. Shame about Lynas not being able to do the same, well maybe they can sell some dysprosium dirt if they can dig it up from Duncan and ship it to China cheap enough. As for the gains in Ce & La its obvious the market is expecting a shortage of it following the imminent closure of LAMP which has been running at a loss for years despite the gains in NdPr and luck of competition outside China, at least up to now.

You're obviously looking at jumping ship from LYC to NTU if you've started downramping here, not that I can really blame you as I got out of LYC myself just recently.