LYC 2.15% $6.65 lynas rare earths limited

Stock price, page-5

  1. 1,062 Posts.
    lightbulb Created with Sketch. 69
    I agree the price is below where it should be. The Malaysian uncertainty, the US unknown, the over budget/delayed KAL and now the low production quarter, all contribute.

    Malaysian uncertainty is solved, hopefully KAL will ramp up successfully and the maintenance work In Malaysia will be successfully completed.

    that will just leave the US which can be considered a growth opportunity rather than another bottle neck.

    Mt Weld on its own must be worth about $6. hoping the market will place a premium on the processing capabilities.

    Happy New Year.
 
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