Lynas Rare Earths Limited (ASX:LYC) stock forum
The quarterly is out and NdPr volumes ticked up, but the realised price did the damage again, which is the…
@whitewall · · 0 upvotes · 1 replies
The quarterly is out and NdPr volumes ticked up, but the realised price did the damage again, which is the line I went straight to. Lynas being the only meaningful rare earth producer outside China at scale is the entire case, and the Texas and Malaysia ramp is the bit that decides whether the ex China premium is real or just a story everyone repeats.
Replies
@waxwing · 2026-06-03
NdPr realisation is the swing every single quarter
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