Fair enough, caution is certainly warranted around anything Malaysian, but my main point was built capacity.
While AL speaks in highly diplomatic terms "clean license", "it is not that the conditions have been temporarily put at bay, it is a normal license", strong indication all restrictions have been rescinded. Perhaps the caveat might be "subject to successful Th removal by March 2026" but suspect that's not going to be a major issue.
High probability we'll find Lynas has a built base ~18ktpa thru C&L allowing them to respond quickly to demand growth as it becomes evident, maintaining its position ex China.
- Forums
- ASX - By Stock
- Ann: Kalgoorlie Facility Achieves First Feed On
Fair enough, caution is certainly warranted around anything...
- There are more pages in this discussion • 2 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add LYC (ASX) to my watchlist
(20min delay)
|
|||||
Last
$6.65 |
Change
0.140(2.15%) |
Mkt cap ! $6.215B |
Open | High | Low | Value | Volume |
$6.57 | $6.69 | $6.56 | $26.32M | 3.971M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 7842 | $6.64 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.66 | 59701 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 233 | 6.620 |
2 | 9434 | 6.610 |
6 | 45533 | 6.600 |
3 | 22205 | 6.590 |
2 | 26548 | 6.580 |
Price($) | Vol. | No. |
---|---|---|
6.660 | 13681 | 2 |
6.670 | 18679 | 5 |
6.680 | 12563 | 3 |
6.690 | 46203 | 14 |
6.700 | 62201 | 23 |
Last trade - 16.10pm 07/05/2024 (20 minute delay) ? |
|
|||||
Last
$6.62 |
  |
Change
0.140 ( 1.78 %) |
|||
Open | High | Low | Volume | ||
$6.56 | $6.69 | $6.56 | 4984870 | ||
Last updated 15.59pm 07/05/2024 ? |
Featured News
LYC (ASX) Chart |
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO
Charles Armstrong
CEO
Previous Video
Next Video
SPONSORED BY The Market Online