LYC lynas rare earths limited
Add to My Watchlist 2.41% ! $20.64

Ndpr, page-2

  1. EddieB
    1,384 Posts.
    lightbulb Created with Sketch. 1050
    clock Created with Sketch.
    22/12/25
    15:26
    Post #: 82156931
    https://www.metal.com/Rare-Earth-Oxides
    I just noticed that metal.com are now listing multiple prices for some REOs.
    Note the 3 for NdO (but only one for NdPr). They are all for the same purity.
    I ASSUME they are
    1. Ex tax inside China US$74
    2. Shipped from China (freight on board..) US$110
    3. Ex China source warehoused in Europe US$175.
    I'm particularly suprised by 3. Is this the ex-China premium we've been anticipating or am I missing something?
    If Lynas can start writing contracts anywhere close to that last price we'll do very well indeed!
    (Of course Lynas mostly sells NdPr and there's no Rotterdam price for that but the Chinese prices for NdPr and Nd are very similar.)
    LYC Price at posting: $12.49 Sentiment: Hold Disclosure: Held
    Likes Created with Sketch. 16  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

  2. Top Stories

 

Featured News

NEWS View the Latest ASX News here
right-arrow Created with Sketch.
NEWS Oil prices see money markets bet on two more RBA hikes for 2026; NAB see CPI @ 5%
right-arrow Created with Sketch.
NEWS 'Robust closing result': Auric receives final Jeffreys Find payment to fund maiden mining venture
right-arrow Created with Sketch.
NEWS The US Energy Sec's overnight tweet bungle underlines social media's increasing influence on markets
right-arrow Created with Sketch.
NEWS Listen: HotCopper Wire Podcast #045 – That -4% heart attack, and all the oil chaos
right-arrow Created with Sketch.
NEWS Up to US$276B of new investment required to meet global lithium demand
right-arrow Created with Sketch.
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
Add to My Watchlist
(20min delay)
Last
$20.64 		Change
-0.510(2.41%) 		Mkt cap ! $21.28B
Open High Low Volume
$21.00 $21.15 $20.12 6.814M

Buyers (Bids)

Vol. Price($)
500 $20.64
 

Sellers (Offers)

Price($) Vol.
$20.72 27683
Last trade - 16.26pm 13/03/2026 (20 minute delay) ?
LYC (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.