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$6.65 lynas rare earths limited

The program shows some interesting presentations and the list...

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fewbucks

116 Posts.

28

24/04/24

19:32

Post #: 73504637
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Originally posted by ausheds: ↑

Huge amount of vapid speculation LYC/MP & Gina's grab bag of RE assets with virtually nothing of any substance to suggest a strategy that might add value to either the parts or the whole, which clearly would be totally dependent on a rapid expansion of ex China downstream demand, primarily magnetics. I'd note NdFeB manufacture doesn't appear within Gina's range of expertise, and Japan/US involvement far more critical than Chinese.

Interesting to note Metal Events tomorrow:

09:15hrs “Demand side solutions to market dynamics”, by Amanda Lacaze, CEO, Lynas Rare Earths, Malaysia;

I'll suggest AL will spell out the obvious, only way West is going to break free of China's self interest RE, and create some sort of true economic value around NdPr in particular, is by rapidly building out NdFeB & PMM manufacture at scale ex China, it will be her thoughts on the best way of achieving this that will be most interesting, perhaps even some sort of progress report.

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The program shows some interesting presentations and the list with attendees gives the opportunity for potential bilateral meetings.
https://metalevents.com/asian-rare-earths-conference

LYC Price at posting: $6.38 Sentiment: Hold Disclosure: Held
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(20min delay)
Last $6.65		Change 0.020(0.30%)		Mkt cap ! $6.225B

Open	High	Low	Value	Volume
$6.65	$6.68	$6.60	$6.228M	935.0K

Buyers (Bids)

No.	Vol.	Price($)
39	13649	$6.65

Sellers (Offers)

Price($)	Vol.	No.
$6.66	26267	64

View Market Depth

No.	Vol.	Price($)
35	10237	6.650
30	23577	6.640
20	25721	6.630
8	22756	6.620
7	77135	6.610

Price($)	Vol.	No.
6.660	26408	62
6.670	41990	41
6.680	62493	32
6.690	43991	15
6.700	103935	15

Last trade - 12.56pm 07/06/2024 (20 minute delay)


Last $6.66			Change 0.020 ( 0.05 %)
Open	High		Low	Volume
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Last updated 13.16pm 07/06/2024 ?

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