As Lynas can sell all the higher priced REs it can produce even with its increasing production and also the move to selling on long term contracts, these sorts of questions (similar to the Telsa thread) really are of little assistance in valuing the company or determining its future trajectory. There is the possibility that prices may spike. Spiking prices are more likely a long term negative in that they will reduce demand and move technological development of motors away from REs.
There may be a small upside if Lynas has sufficient quantities of the lower valued REs available for sale into the spot market. It may also increase the level of contracted supply of these lower cost REs.
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